INCITECFO

When you’re spending so much time managing finance and accounting that you’re missing opportunities to grow and improve sales, marketing and operational performance. 

 

• INCITECFO can drastically reduce the number of hours you spend managing these areas.  In addition, INCITECFO can help you identify critical areas where you can work to grow your business and improve financial performance.

 

When your financial statements present results that are erratic from month-to-month and don’t seem to make sense based on what is really happening in the business.

 

• INCITECFO can quickly identify bookkeeping practices that produce unpredictable and erratic results and implement processes that more accurately reflect monthly results.  Financial statements that accurately reflect monthly results are the cornerstone to managing month-to-month financial results.

 

When your company is growing, yet you never seem to have adequate cash to pay open accounts payable. 

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• INCITECFO can identify the causes of cash shortages quickly and prepare an action item list to alleviate these short-term issues.  INCITECFO can routinely prepare a 13 to 26-week cash forecast so that surprise cash shortages don’t occur.  When they are forecast, wise and prudent early actions can be prescribed.

 

When you have a growing company with a solid loyal accounting team that lacks the skill and experience to cope with the increasing complexity. 

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• INCITECFO can partner with your existing accounting manager or controller and guide the development of advanced policies and procedures, internal controls, financial analysis, and forecasts needed to support profitable growth and increasing financial strength.  INCITECFO can also advise you when it is time for you to hire an experienced senior controller or a full-time CFO and help you hire a qualified candidate.

 

When you and your senior leadership team realize that knowing the results of past months operations is not enough and you need to forecast the results of future operations under certain assumptions. 

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• INCITECFO will help you and your senior team analyze past financial results, consider key future assumptions, and forecast best case, likely cast, and worst case results.  INCITECFO can help your team play financial “chess” not “checkers.”

 

When your company needs to obtain a loan for investments in facilities, equipment, automobiles or intangible assets.

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• INCITECFO can help you contact business lenders, develop a relationship, prepare a loan application, prepare business forecast, formulate a repayment plan, and negotiate the best terms and conditions.  Subsequently, INCITECFO can you consistently forecast and achieve bank covenants and prepare covenant certifications.

 

When your company is doing okay, but you wonder if peer companies are making more profit and have a stronger financial position.

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• INCITECFO can access benchmark data from companies in your SIC code of similar size and help you develop initiatives in areas where your company is not performing as well as peer companies.

 

When you have an opportunity to acquire a business that will complement your existing company and propel growth.

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• INCITECFO has mergers and acquisitions experience and can help you identify the potential value of the target business, help you prepare an indicative offer, conduct due diligence, help you negotiate a favorable purchase and sale agreement, obtain financing, close the sale and integrate the acquisition company into your existing company.

 

When you own, operate or acquire a business that you may want to sell in a few years.

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• INCITECFO can help you identify the key valuation metrics of both financial and strategic buyers and help you formulate a multi-year plan to establish positive trend-lines for those key valuation metrics to maximize your selling price.