Fractional CFO, Financial Planning & Analysis

Expert Outsourced CFO Team

Financial professionals are an expensive resource but without them, it is extremely difficult to manage a growing business. Financial planning and visibility are fundamental to unlocking a company’s potential. We are passionate about helping emerging companies be the best they can be by giving them cost effective financial solutions and leadership.

CFO Outsourcing

The CFO role is important but can be cost prohibitive for emerging organizations. We provide affordable CFO leadership to help organizations reach their short and long-term goals.

Accounting-as-a-service

Leave the accounting to us. Accounting is an essential function but hiring and management of full time employees to execute this function may not be the most efficient use of your time and capital. We can do this for you at a fraction of the cost and provide continuous reporting and feedback on a monthly, quarterly and annual basis giving you constant visibility and understanding in organization performance.

Financial Planning & Analysis

Having a plan is important for any of us in most anything we do. For organizations that are looking to grow, planning is vital to success. We bring a wealth of experience to help organizations with the financial planning process. In order to plan for the future, it’s important to analyze and understand the past and present. This process ends with a sound go forward plan.

Business Strategy & Modeling

A fresh set of eyes applied to an existing business can be just what the doctor ordered. Our visibility across a multitude of industries gives us a unique perspective and with comprehensive modeling of your existing business or a new segment or division we will provide a clear path forward.

Capital Raises

Organizations are near impossible to grow without the necessary capital to make it happen. We’ve been there and done that as it relates to working with existing and potential investors to make this come to reality. We will work with your team to find the right sources of capital while taking into account the many variables involved in every organization. There is no one size fits all as it relates to raising capital.

M&A Support

Organizational transactions are extremely distracting and disruptive to organizations on both sides. We provide the necessary leadership and coordination to make this process as seamless as possible. The discreet gathering of information and managing the communication within an organization during this process is critical to keeping the organization(s) operating smoothly.

Buy & Sell Side Due Diligence

We work with buyers and sellers to gather, dissect and organize the information for transactions. We’ve executed these processes many times and know a timely and accurate completion will enable all parties to achieve their goals.

Audit/Tax Coordination & Support

We are not tax accountants or auditors, but we are certainly familiar with the process and essential ingredients involved to make their execution flawless. We will work directly with your tax advisors and/or auditors or we can be engaged to help you select these resources as needed.

Corporate Retirement Plan Review

Administering, managing and reviewing your company qualified plan can be a challenge for many business owners and executives. Many times the review responsibility is done by someone who is directly compensated by the plan provider or the investment firms associated with your plan. At Adventum, we take a different approach. We work for you. Our approach focuses on partnering with service providers who can limit your fiduciary liability, ease your administrative burden and provide tools to help participants retire on their own terms.