Tell us about your Project


    Fractional CFO

    Our highly skilled fractional CFO services give business owners as much direct access as needed to high-quality finance and accounting expertise in a cost-effective manner.  This can be at a weekly, monthly, quarterly, or semi-annual cadence to meet your needs.  As your strategic business partner, our goal is to responsibly grow your bottom line for the long term.

    Forecasting

    As the fiscal year plays out, real-world events cause revenue and expenses to deviate from the planned budget. With your company’s recent periods of historical financials in hand, we can help forecast the remainder of the fiscal year and/or several periods into the future based on current and predicted trends.

    Professional Financial Templates

    We produce templates that clean-up the presentation of your financials (P&L/Income Statement, Balance Sheet, and Statement of Cash Flows)

    Data Organization

    Do you have data on many different places such as documents, excel spreadsheets, google docs, etc? We can help you get organized and consolidate data that should be grouped together to remove friction and increase ease of use.

    Dashboards & Key Performance Indicator (KPI) Tracking

    We create dashboards and KPI tracking tools that give you the ability to monitor performance, change behavior and drive incremental, continuous improvements. There are different types of dashboards and KPI trackers, which will help you address your specific business challenges and overall goals, and stay in control of your business at all times.

    Sales

    Sales Funnel Analysis – We evaluate how your sales cycle is functioning. This will allow us to develop a plan of how to remove friction points, speed up the sales cycle, and WIN deals.  Also, we can redesign your funnel to function more efficiently.

    Sales Capacity Modeling – We analyze your sales data to see how sales personnel are performing vs. budgeted capacity. We identify weak spots and craft a plan to take corrective action.

    Potential Investments

    We evaluate an investment opportunity using different methodologies including NPV, IRR, and comparison vs. similar investments

    Company Valuation

    We evaluate the valuation of an entity using a discounted cash flows and financial multiples based on comparative companies’ methodologies.

    Strategic Partnership/Joint Venture Analysis

    We evaluate potential strategic opportunities that are presented to your business. Does partnering with another company make sense for your business?  How should the deal be structured to maximize its benefit to your company?

    Pro Forma Financial Statements (start-ups)

    We have decades of experience working with start-ups. We translate your vision into financial statements to add credibility to your pitch and increase the probability of a successful outcome.

    Budgeting

    High functioning companies lock in annual budgets that ensure alignment with operational goals and strategy. We create your annual budget that is ambitious yet realistic, driving optimal performance from your operation.

    Quick initial consultation

    We will conduct a quick initial consultation to assess the needs of your business or a specific project you may be working on.

    Provide a quote and timeline

    1. We will narrow and nail down the scope of the project and provide a quote and timeline of the engagement, whether one-time or recurring.

    Plan of action approval

    You will approve the plan of action and work will begin immediately; you will now be a valued business partner to SVBIS.

    Data gathering

    1. We will obtain the required data we need to complete our deliverable:
      1. Your point person will either provide us with the data extracts we require OR

    We can access your system(s) remotely to obtain what is required (great for the novice user and/or recurring engagements).

    Timelines & Updates

    For projects with timelines greater than 2 weeks, updates will be provided regularly to confirm alignment on final deliverable.

    Final delivarables

    Final deliverable is provided to our valued partner (that’s you) with discussion of how to use model and/or interpret the analysis/results.

    Why Work with Us

    50+ years of combined finance expertise

    Our experienced team is made up of top talent from Stanford, Cal, USC, UCLA, UCSD, but most importantly the school of Hard Knox.  We are current and former investment bankers, private equity associates, venture capitalists and corporate finance professionals.  We have perfected our crafts through many years of hard-work, repetitive application, and trial & error.  We are bringing the best of what we’ve learned, working with or for the best companies in the world, to your company.  We are an SMB just like your company and look forward to becoming a valued partner to your business as it grows

    Our Process

    • Quick initial consultation

      We will conduct a quick initial consultation to assess the needs of your business or a specific project you may be working on.

    • Quote and timeline

      We will narrow and nail down the scope of the project and provide a quote and timeline of the engagement, whether one-time or recurring

    • Approval & work will begin immediately

      You will approve the plan of action and work will begin immediately; you will now be a valued business partner to SVBIS.

    • Data gathering

      We will obtain the required data we need to complete our deliverable:

      • Your point person will either provide us with the data extracts we require OR
      • We can access your system(s) remotely to obtain what is required (great for the novice user and/or recurring engagements)

    • Updates

      For projects with timelines greater than 2 weeks, updates will be provided regularly to confirm alignment on final deliverable.

    • Final deliverable

      Final deliverable is provided to our valued partner (that’s you) with discussion of how to use model and/or interpret the analysis/results.