Capabilities
Successful Business Solutions
• Business Diagnostic Review
• Capital Structure Planning
• Market and Pricing Analysis
• Exit Strategy Planning and Execution
• Succession Planning
• Investor Due Diligence
• Value Creation Strategies
• Benchmarking to Peer Group
• Management Reporting
• Cash Flow/Burn Rate Management
• Accounting And Financial Reporting
• Banking Relationships
• Tax Compliance
• Buy Side Representation
• Sell Side Representation
• Due Diligence
• Deal Structure and Negotiation
• Financing Arrangements
• Industry or Market Assessments
• Project or Transaction Resources
• Due Diligence Support
• Permanent Placement
• Interim Accounting Assignments
• Process Design and Optimization
• Analysis and Strategy
• Staff Planning
• ERP Selection and Implementation
• Report Development
• Internal Control Design
• Board Reporting
• Board of Directors Meeting Planning
• Compensation Committee Planing
• Audit Committee Planning
• Pre-IPO Preparation
• Sarbanes Oxley Compliance
• Investor & Shareholder Communications
www.cfo-advisory.com • info@cfo-advisory.com
275 W. Campbell Road, Suite 130 • Richardson, TX 75080 • 214.377.3700
1320 S. University Drive, Suite 820 • Fort Worth, TX 76107 • 817.727.5001
