Growing businesses sometimes cannot afford, or may simply not require, the services of a full-time chief financial officer. Yet, they can benefit greatly from the high-level skill sets that CFOs bring to the table. A part-time or single-project CFO can provide needed financial expertise and direction at a fraction of the cost.

Because each of our Partners has deep expertise gained by having actually been in the CFO chair in virtually every industry, we can work with you to define and build the financial roadmaps that help businesses succeed. High-level areas in which we work with southern California CEOs and CFOs include the following:

Corporate financial strategy and planning: growth strategy; performance and profitability strategy; corporate governance; IPOs, acquisitions and divestitures; business and banking relationships; and overall financial, tax and risk management strategies.

Financial operations design, deployment and management: executive management reporting; accounting system design; internal controls; cash flow assumptions; budgeting; capital requests; and debt management.

Optimization in additional key areas: human resources, governance, IT, legal, banking, insurance, and real estate.

What can you expect in return? We're pleased to share with you references from clients who report improved revenue, profitability, cash flow, and shareholder value directly tied to our engagements.

Perhaps you have an interest in learning how we would approach one or more of these areas with your business. Please call me for a complimentary consultation. There is no obligation or fee, and we continually hear that executives gain significant value from the conversation.

I hope you find informative the new articles below. These have been written since the last newsletter, and, as all our articles do, address areas in which we provide CFO expertise to southern California executives.

Sincerely,

Arthur F. Rothberg

Mangaging Director