Companies come to us when they are frustrated due to gaps in the financial areas of the business that are impeding forward progress. We help them by providing both financial strategy and on the ground execution, freeing them to focus on the core business and grow boldly.

This often happens to companies when:

  • There is a need internally for a higher level of financial expertise.
  • The company has outgrown the capability of the finance/accounting team.
  • The finance/accounting team is out of bandwidth.

Problems We Solve.

Our Clients Come to Us With Problems Like These:

  • We don’t have our arms around the costs to produce our products and services. We don’t seem to be making as much money as we should.
  • We are spending too much time dealing with financial issues and not enough time selling our product.
  • We want to sell our company someday and maximize the value we get for it.
  • We don’t have the information we need to make decisions and we don’t know how well we are really performing.
  • We have grown and we don’t have adequate systems in place. If one or two key people depart, we are in real trouble.
  • We have seasonality in our business and find ourselves in a cash crunch throughout the year.We are spending too much time dealing with financial issues and not enough time selling our product.
  • We don’t have the information we need to make decisions.
  • We made a decision last year, and with better information, we would have made a different decision. We can’t let that happen again.
  • We need another voice in the room to evaluate new initiatives.
  • We don’t have the data to understand what really drives our business financially.
  • We don’t have adequate budgets or forecasting.
  • We can’t raise capital from our bank or investors.
Snapshot From Our Blog:

ERP Systems Part II – Successful Implementations

In our last article (link here), we covered key considerations in evaluating a new ERP system.  So, at this point, the decision has been made to implement a new system, the requirements of

READ FULL ARTICLE >>

Why Choose Us?

We position ourselves as a trusted partner for CEOs and management teams. We believe in investing our time upfront to determine if we have the right fit and can create real value. Every client is unique – the team in place, the industry, the size, etc. We develop a customized set of deliverables for each client based on agreed upon needs, setting clear expectations, and achieving goals within a manageable budget.

Our track record is delivering a return on investment of 2 to 3 times or more for our clients

We understand the needs, challenges and environments of growing entrepreneurial companies. We have provided financial services for companies from $1 million to $75 million in revenue. Our team has over 30 years of experience in senior finance roles, both internally and externally, for middle market companies across many industries. We leverage that experience to support our clients.

Key Deliverables:
  • Develop and implement systems & processes
  • Provide timely and accurate information needed to make decisions
  • Mergers & Acquisitions Support
  • Treasury & Capital Management
  • Lender/Investor Management
  • Forecasting/Budgeting
  • Strategic Planning
  • Risk Management

What do our clients say?

  • “We have never had an executive in our company.”

  • “You understand the challenges of our business.”

  • “I CAN sleep at night.”

  • “I never understood the value of having someone from an accounting and finance perspective think strategically until you walked in the door.”

Contact

Call us today to see how we can help you or your company “Grow Boldly”

480.247.0955 or ryanw@fintrepidsolutions.com