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CFO and Financial Administration Services
CFO For Hire - have CPA will travel
Fractional, Interim, Transitional & Virtual CFO, COO, Controller, Treasurer and Management Services
Interim C-Suite & Executive Roles - CXO - for entrepreneurial & medium sized businesses
Middle Market family owned & private companies
Middle Market companies planning on exiting or going IPO
Small businesses going through growth
International, global, cross-border businesses wanting to take advantage of nearshoring or reshoring in Mexico
Serving entrepreneurial businesses by eliminating their headaches & guiding them to financial success.
Aiding you in your managerial emergencies – need to be in 2 places at the same time? Let us help.
What keeps you up at night?
Has you pulling your hair out?
Start-up? Or expansion? Acquisitions? Exit or Succession and Legacy?
Trouble scaling & controlling rapid growth?
Team bogged down and losing speed due to excessive and inefficient administration or operation?
Missing the blue-chip big company talent advantage and in-house expertise & infrastructure? We are here so that your business will thrive not just survive.
Tax Preparation for Businesses and Business Owners
Tax Preparation for Soon-To-Be-High-Networth-Individuals
Tax Strategy and Planning
Tax Credits – R&D etc.
Year End Close & Closing the Books
Accounting & liaison with auditors
Negotiation with Banks, Lenders, Vendors, Brokers, Insurance etc.
Business Planning & Performance
Business Performance Solutions
Develop Solutions Analysis Plan
Evaluate & Validate additional Business
Propose Customized Service Plan
Implement Customized Comprehensive Business Improvement Proposal
Entrepreneurial stage: quickly scale to sustainable vibrant viability
Growth stage: exponential growth needs to be shepherded and controlled
Mature stage: maximum milking of the cash cow while protecting it from wolves
Legacy stage: exit, M&A, IPO or….?
Budgeting, Projections, Forecasting & Proformas
Budget building & Target setting
Budget vs. Actual variance analysis
KPI / Key Performance Indicators & Metrics & Dashboards
ROI / Return On Investment etc.
ROA / Return On Assets etc.
Free Cash Flow vs. EBITDA
FP&A / Financial Planning & Analysis
Design management reports
Develop Action Plans
Business Advisory & Management Consulting
Improve, Control & Utilize Cash Flow
Planning dividends to owners / shareholders
Working Capital Optimization – inventories, billing, receivables, payables
Efficient Capital Management including CAPEX
Accelerating the Sales / Revenue to Cash Cycle
Improve organic business growth
Improved Performance & Efficiency
Process Improvement & Business Process Redesign
Cost Optimization & Lean SG&A (Sales, General & Administrative Expenses)
Corporate Culture & Governance
Presentations to the Board of Directors
External Independent Board Member
Investor & Shareholder Relations
Independent & Objective Strategy Analysis
Improving shareholder / partner value
MMA’s “4Ts”: Transitions, Transformation, Turnarounds & Tactics
MMA’s “3Rs”: Restructuring, Reorganization & Reengineering
Development of Corporate Functions
Team building & Human capital formation
ERP and other IT related engagements – QuickBooks, SAP, Global Shop etc.
Implementation of Best Practices
IT post-acquisition implementations & integration
Risk Profiling & Risk Management
DRP / Disaster Recovery Planning
Transactions & M&A / Mergers & Acquisitions
Sale of companies & Exit of businesses
Foreign, International, Transnational, Multinational and Global Operations
USMCA / NAFTA
Latin America / LATAM
Brasil / Brazil
Internal Controls – accounting, cash, & business controls
Services for Professional Services Firms (Subject Matter Expert)
Treasury & Cash Flow Payments - planning partner contributions & distributions
Creating and / or Modernizing Functions & Departments
Minority Owned Businesses
Hispanic / Latino
Women / Female
Additional expertise in multi-unit retail, franchises, commercial real estate, global manufacturing, international distribution, B2B, professional services. Hands on, roll up the sleeves.
NOT an accounting nor a CPA / Certified Public Accounting firm. Note: Middle Market Advisory LLC may employ CPAs, but is not a CPA firm.
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