chief financial officer services - virtual, interim & part-time cfo. operational &...
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CFO Advisory Services & Support
Operational Consulting & Project Management
Confidential
Virtual, Interim & Full-Time CFO & COO Services
We help your business GROW & THRIVE
By
Offering Financial, Strategic & Operational Solutions as your Virtual, Interim or Full-Time CFO Offering Financial, Strategic & Operational Solutions as your Virtual, Interim or Full-Time CFO & Operating Partners
Helping your company navigate critical points throughout the business life cycle.
Your company cannot get from “here” to “there” on recommendations alone; It takes a strategic partner, accountable for the solution, its implementation and the bottom-line
business impact.
Our Services leverage our experience , domain expertise, proven process
and methodologies to deliver real world , practical, financial and operational solutions that accelerate your organization’s growth and success
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Top Reasons You Need a CFO/Operating Partner
� Your business is growing and has potential , but at times you are not 100% confident about the business decisions and the financial impact of these decisions
� You are constantly worried about cash and experience cash flow shortages and challenges; you need a better and effective cash management system.
� You are worried about the direction of your business , its growth and financial outcomes
� Worried about financial performance. You are not certain about gross margins, profitability at the
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� Worried about financial performance. You are not certain about gross margins, profitability at the product, service, geography, region and department level. You want reports on time that you can understand and act upon
� You need capital to expand; You miss opportunities or cannot grow faster due to shortage of capital.
� You need help with scaling and growing the organization; put plans and goals in place, set up KPIs to measure achievement of goals;
� You are spending more time on finances rather than revenue generation and growing the business
About UsGlobal Senior Operating ,
Finance & Accounting
leaders
Global Senior Operating ,
Finance & Accounting
leaders
Deep Domain Expertise,
Proven Toolkits & Best
Practices
Deep Domain Expertise,
Proven Toolkits & Best
Practices
Experience in USA, Japan,
SE Asia, UAE, Australia,
India and China
Experience in USA, Japan,
SE Asia, UAE, Australia,
India and China
Experience/Expertise as
CFOs, CxOs,
Entrepreneurs, Investors,
Mentors & Advisors
Experience/Expertise as
CFOs, CxOs,
Entrepreneurs, Investors,
Mentors & Advisors
Our Value Proposition Our Approach
� Client Centric
We believe in understanding client’s needs and requirements and build a strong and lasting relationship.
� Research Driven � Research Driven
All our solutions are based on detailed research and strong analytical foundation. Our understanding of various underlying sectors and strong analytical expertise helps us in providing the best solutions to our clients.
� Execution Orientation
We focus on delivering high quality transaction execution through our experienced team. We place a strong emphasis on confidentiality and integrity in a sensitive business environment.
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Services that are focused on growth
Strategic Planning
� Business Plan Assistance� Corporate Planning and Structure� Forecasting & Sensitivity Analysis� International Structuring� Budgeting & Forecasting� Joint Ventures, Alliances & Partnerships
Corporate Governance & Advisory
Independent/Non-Executive Director Support
Business Process Improvement
� Business & Cashflow Health Checks� Accounting Policies & Procedures/Internal Controls� Cost Controls, Process Efficiencies & Rationalization
Exit Strategy/ Investor Relations/Turnaround
Management
Fund Raising
� Evaluation of Requirement and Options
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Independent/Non-Executive Director Support
Transaction Support
� IPO Support� M & A Support� Due Diligence
Controllership, Accounting & Operational Support
� F&A Supervision, Outsourced Controllership & Accounting Support
� Investor & Management Reporting, MIS� Indian GAAP/US GAAP/IFRS Reporting� Audit Prep & Support
� Evaluation of Requirement and Options� Liaise, Negotiate and Manage the process� Investor / Bank Meetings
Cash Flow & Cost Management
� Cashflow Management� Cost Management� Treasury Management
CFO Support Services
� Financial Analytics & Reporting� MIS and Dashboards� Pricing & Profitability; Business Sustainability
Our Value Proposition
� A Chief Financial Officer (CFO) is a key member of a company’s management team and a trusted and key aide of the CEO/Promoter. The CFO is responsible for more than just the accounting side of a business, extending into areas such as strategy, risk management, mergers and acquisitions, funding, budgeting, balance sheet management and systems.
� Many mid-level and growth companies either lack CFO expertise in-house or cannot meet the demands of the promoter or CEO; these companies and entrepreneurs need an experienced CFO to drive profitability, improve financial management/health, increase enterprise value and thus returns on investment.
� In addition, every entrepreneur, CEO, promoter or Board need a source for strategic advice, and daily
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� In addition, every entrepreneur, CEO, promoter or Board need a source for strategic advice, and daily support to meet its financial management, strategic and technical accounting requirements.
� Our CFO Advisory Services addresses all of the above by providing Virtual, Interim, Part-time or Full-time CFO services by leveraging the expertise of experienced CFOs with tool kits, proven processes and methodologies.
� Our experienced CFOs help navigate critical points throughout the business life cycle, and do so while plugged into your organization, amplifying your resources, efforts and productivity.
� Our CFOs possess significant professional experience and in most cases act as mentors and a sounding board to clients
Peachtree CFO advantage
� Strong general financial expertise - Our CFO partners bring to table hands-on financial expertise in both corporate financial strategy/planning and non-financial operations design, deployment and management thus helping your company –� Design, upgrade & improve business process; Offer an outsider’s perspective for improvement� Capture key business metrics and key performance indicators (KPIs) to provide actionable forward-
planning data � Formulate policies and procedures and create proper internal controls to deter fraud and embezzlement. � Integrate a recently completed merger or acquisition� Advise on structuring and raising capital
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� Strategic Planning – This is often an area where our services bring the most value to your business. We help you plan and deploy successfully your future growth strategies with constant discussion and consultation with the CEO / top management / promoter. Unlike our competition, our clients get access to our Advisory Board that includes former bankers, successful entrepreneurs, professionals from VC/PE industry and former CEO/COO/Directors with experience across diverse industries. Members of the Advisory Board will be happy to work with clients and assist with strategic, operational and financing initiatives.
� Best industry practices – We bring in industry best practices into your business. Thus, eliminate any inefficiencies that exist in the system and at the same time save costs.
� Valuable business, industry and networking connections – Our CFO partners and Board of Advisors have spent several years in several industries that open doors for growth opportunities.
We add value at every phase of growth
Emerging – As your Company gains traction and begins to generate revenue, our services address financing requirements, monitor success in market, draw plans to manage working capital, enhance cash flow, and report operational and financial results to management and the Board.
High Growth – Our CFOs drive client successes through organization development, acquisitions, evaluating and understanding market dynamics for exits, and implementing best practices to leverage company infrastructure. This may include exploring new production facilities or development sources, as well as continued monitoring of costs and margins. This phase often presents financing challenges and typically requires different sources of funds.
Mature but growing – As your company matures and grows, we help establish an finance department and organization structure. We provide senior leadership to these organizations to keep operations efficient and effective, with a continued eye on budgets and operating metrics. Additionally, we help companies monitor valuation metrics and issues important to investment bankers or acquirers as the company positions itself for an exit.
Mature and Large – We provide senior leadership to companies during a CFO vacancy or a strategic need such as new markets, international expansion, and acquisitions. All of these require senior leadership to address the critical finance issues.
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A Typical Engagement- Scope of Work
� Financial Management/CFO & Strategic Advisory:
� Review and understand business, its key drivers, stakeholders & challenges� Financial health check and analysis of the financials of the enterprise or projections� Formulate a 1-3 year business plan and help set growth direction� Address capital and funding issues, structure and options available� Support and advise internal team on accounting process, controls and effective financial management� Set up key KPI to measure and monitor; Set up business dashboards and MIS for reporting� Monthly, Quarterly & Annual review and corrective action� Strategic and financial advice on key issues; communicating and working with Board of Directors� Help with corporate partnerships, key strategic growth initiatives and financial/operational impact
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� Help with corporate partnerships, key strategic growth initiatives and financial/operational impact
� Operational Consulting/Operating Partners:
� Review of operating processes and procedures and check for bottlenecks and inefficiencies� 360° review of operations to recommend and implement operational efficiencies� Performance Improvement or Enhancement� System audits & tools� Sustainable and strategic cost management� Business process redesign and improvement� Supply chain/capability sourcing� Cash flow planning and optimization
Peachtree CFO delivery matrixOperational
Benefits to Business
� Senior Finance Expert at fraction of cost
� Improved Cash Flow & Cost Controls
� Effective execution of financial & strategic issues
� Experienced leadership to scale business faster
� Wider networks, alliances & partnerships
� Better financial reports that aid decision
We help businesses deliver
� Improved Margins and Cash Flows
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Operating Partner
to PE / Investors
making
� Governance & Compliance
� Improved Cash, Margins & operation in portfolio companies
� Advisory and Implementation
� Talent Upgrade & Management
� Technology Platform
� Improve valuations and exits
� Accelerated Growth
� Better risk mitigation
� Thought leadership
� Scalable operations
� Talent management & Incentives
� Reengineered Processes
� Increased consumer and investor confidence
� Enhance company reputation and credibility in marketplace
TeamVINOD K
� Vinod has over 22 years of experience as a CFO/CEO, entrepreneur, investor, VC professional, consultant and advisor in India, USA, Singapore and UAE. He founded Aquarian CFO Services, a pioneer in CFO Advisory services. As CFO, he has worked with small, midsized and large businesses, including HomeCom, Harvard Pilgrim, Intel, eCredit, etc. He has led HomeCom through a NASDAQ IPO, and has experience in fund raising, financial management, M&A, scaling up, operations, strategy and restructuring of businesses. In addition to working with SCP Private Equity/IL&FS, he
� Backed by our experience as CEO/CFO/Venture Investors, we are selective in our hiring. We have built an impressive panel of expert CFOs and Finance Professionals with significant operating, financial management and execution experience.
� Each of our CFO Partners, Controllers & Accountants has many years of hands-on experience in key facets of finance and accounting. Our team thrives in a corporate
CFO PARTNERS
addition to working with SCP Private Equity/IL&FS, he was the CFO at Aavishkaar VC fund, where he helped raise more than US$100mn.
� As an entrepreneur, he has co-founded, scaled up, sold and exited companies in outsourcing, consulting and technology. He has invested and mentored companies in tech, healthcare, food, fintech, hospitality, services and manufacturing.
� He is a global Charter member of TiE , co-founder of TiE Atlanta and Atlanta CEO Council. He is a member of Board of Indian Angel Network, and an active angel investor.
� Vinod has an MBA from JWU & Bentley, USA, and is a CPA from AICPA, USA. He has VC & PE certification from ISB.
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finance and accounting. Our team thrives in a corporate culture centered on success which ensures that our clients are assured of the highest level of dedication and integrity on each engagement, regardless of scope or duration.
� Our team possess diverse industry experience which allows us to tailor solutions to your specific challenges. Key industries include: technology, healthcare, internet, telecom, mobile, PE/VC, education, financial services, energy, infrastructure, staffing & recruitment, manufacturing, not-for-profit, real estate, retail and services.
Team
�We have assembled an Advisory Board that includes former bankers, successful entrepreneurs, professionals from the VC/PE industry, investment bankers and former CEO/COO/Directors with experience across diverse industries.
� Members of the Advisory Board will be happy to work with clients and assist with strategic, operational and
ADVISORY BOARD
with clients and assist with strategic, operational and financing initiatives.
� Unlike other CFO Services providers, Peachtree combines best in class service combined with diversity of opinion and experience its Advisory Board members can bring to table and facilitate an improvement in the leadership of a company.
� Advisory Board also provide support to clients for business development opportunities, strategy development and discussing your company’s outlook with a knowledgeable, objective professional.
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Some recent engagements
� Set up an expanded Finance department at a VC funded company; hired team, set up process, controls and KPIs. SOPs, compliance systems in place, MIS and corporate governance. Budgeting & financial planning systems put in place. Helped company with significant savings through reduced DSO, improved collections, and effective management of vendor payments. Helped set up a credit line with a large bank to meet temporary working capital requirements.
� Restructured financial operations of an Indian subsidiary of a US multinational. New ERP system implementation and migration of data. Helped with setting up an effective and accurate cost accounting system. Instituted an effective tender management system that helped company accurately price and manage projects.
� Worked with a family owned enterprise with multiple businesses. Evaluated business lines and helped decide on expansion/restructuring of SBUs. Instituted a comprehensive KPI and evaluation system with incentive on expansion/restructuring of SBUs. Instituted a comprehensive KPI and evaluation system with incentive plans for managers. Strong process and controls in line with global best practices. Worked with team on international expansion plans and evaluating acquisition opportunities. Expanded MIS & reporting. Corporate Governance.
� Expansion strategy, business organization, incentive and legal structure for a $10mm marketing and distribution business. Clean up of books, documenting SOPs, getting up to date on legal compliance, making system migration decisions, resourcing and project management.
� Evaluated many early stage deals as part of the VC experience. Understand investor perspective and areas of interest well. Broad experience across industries. Active angel investor & mentor.
� Led a company successfully towards its first round of funding. As interim CFO, we helped the company setup and staff its Finance function, accounting controls and policies, MIS systems, preparation of pitch document and IM, preparation for due diligence and setup advisory board.
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