Welcome to Bent Tree Financial
"Companies don't succeed because of good financial management, but unfortunately, many fail without it."
I believe that small to mid-sized businesses should be able to afford the same financial expertise and support as larger companies. Businesses perform better when owners/managers have an experienced financial partner working closely with them to deal with situations that arise on a daily basis and to stay in front of important financial issues.
In 2005, after being a CFO for 20+ years, I was searching for my next opportunity and agreed to do a short term consulting engagement. One engagement led to another and then another and I realized that I found a niche where I could deliver significant value. Small to mid-sized businesses can really benefit from having an experienced CFO’s involvement on an as needed basis and Bent Tree Financial Consulting was born.
Bent Tree Financial Consulting provides a flexible solution for small and mid-sized companies – a seasoned CFO available to focus on your priorities on a part-time or project basis. While you may not be able to justify the cost of a full time CFO, using Bent Tree Financial Consulting is a common sense, cost effective solution for those times when you need financial expertise.
The engagements typically fall into one of three categories:
1. Recurring, part-time involvement over an extended period of time –
2. Part-time involvement over a short period of time –
3. Specific project or activity related involvement –
Feel free to connect with me via LinkedIn: http://linkd.in/pBRqW5weeblylink_new_window
I believe that small to mid-sized businesses should be able to afford the same financial expertise and support as larger companies. Businesses perform better when owners/managers have an experienced financial partner working closely with them to deal with situations that arise on a daily basis and to stay in front of important financial issues.
In 2005, after being a CFO for 20+ years, I was searching for my next opportunity and agreed to do a short term consulting engagement. One engagement led to another and then another and I realized that I found a niche where I could deliver significant value. Small to mid-sized businesses can really benefit from having an experienced CFO’s involvement on an as needed basis and Bent Tree Financial Consulting was born.
Bent Tree Financial Consulting provides a flexible solution for small and mid-sized companies – a seasoned CFO available to focus on your priorities on a part-time or project basis. While you may not be able to justify the cost of a full time CFO, using Bent Tree Financial Consulting is a common sense, cost effective solution for those times when you need financial expertise.
The engagements typically fall into one of three categories:
1. Recurring, part-time involvement over an extended period of time –
- Assist the existing accounting staff with preparation, review and analysis of financial information.
- Develop improved financial reporting tools to be used by existing financial staff and management.
- Review financial information with key management staff on a monthly basis.
- Assist senior management with communicating financial and operational information to outside stakeholders – banks, investors, etc.
2. Part-time involvement over a short period of time –
- Assess the strengths and weaknesses of the financial system and the process used to produce the monthly financials and make suggestions for improvements.
- Assess the strengths and weaknesses of the individuals with responsibility for accounting and financial reporting matters.
- Serve as liaison for discussions or negotiations with existing or potential lenders or investors.
- Profitability analysis – by market, by product, line of business in addition to labor and operating cost analysis.
- Cash flow analysis and modeling.
3. Specific project or activity related involvement –
- Merger and acquisition activity (buying or selling) – due diligence, negotiation strategy and support, financing discussions, integration into existing operations, etc.
- Refinancing or recapitalization.
- Address physical inventory issues.
Feel free to connect with me via LinkedIn: http://linkd.in/pBRqW5weeblylink_new_window
