As an entrepreneur and industry disruptor, you wear way too many hats while trying to keep up with the demands of your business. While you deal with the immediate fires and obstacles, what usually falls by the wayside is your financial strategy. That’s where we come in.
With more than twenty years of experience in the financial industry, The William Stanley CFO Group focuses on translating your financial strategy into clear roadmaps and scalable frameworks, allowing your organization to bolster margins, mitigate risks, and diversify offerings.
As your Fractional CFO, we partner with you on a part-time or project-oriented basis to eliminate the roadblocks stifling your enterprise’s success, increasing your market share, driving profitability, and elevating your enterprise value. We ultimately position your company to unlock its next level.
Curious as to what that looks like? Take a look at a few of the services we provide that will fast-track your business’s financial success and save you from burnout.
We’ll perform a thorough analysis of what’s going on with your business financially to identify key opportunities for expense mitigation and margin optimization, making sure you’re set up for success. Leveraging industry-specific knowledge and KPIs, we’ll partner with you to create a cohesive strategy for positioning your business as a leader in the marketplace.
We specialize in optimizing your company's cash flow with a comprehensive suite of financial strategies. From meticulous conversion cycle optimization and expert contract renegotiations to strategic debt management and targeted cost reduction initiatives, we create efficiencies accelerating cash flow through your operations and enhancing profitability, ensuring funds are readily available when needed.
Just having a budget is not enough - your business needs a practice of intelligent financials. How? Let’s develop budgets based on metric modeling and continuous performance tracking so you can make informed decisions about your financial and operational management.
Nobody likes auditing. Except for auditors. Let us take tax and audit activities off your hands. We collaborate with professional partners to ensure smooth engagements, dealing with any headaches and obstacles to drive an appropriate outcome. (You’re welcome.)
Sorting through software complexities can feel like navigating a maze. Let us handle the intricacies of ERP implementation for you. We specialize in simplifying the process, working closely with your team to seamlessly integrate new systems that propel your business forward.
We all know. The most valuable resources are the ones you cultivate in house. But, it can be difficult to grow your talented Controller or VP of Finance without collaboration from an experienced CFO. That's where we come in. Partnering, mentoring, and coaching your talented resource. Developing them into the key financial expert your organization needs.
Consider us your co-pilot in leading the acquisition or divestiture. This includes strategy development, transaction structure, due diligence, and integration or succession planning.
We specialize in transforming underperforming organizations. Turnarounds are possible to overcome financial challenges through product line diversification, pricing optimization, debt restructuring, cost reductions, and more. This involves creating a strategy, roadmap, and implementation plan.
We translate financial performance into insights, helping you bring strategic thinking to manage the expectations of your board of directors, investors, and other key stakeholders. We don’t want inaccurate, vague, or conflicting reporting that could cost you your funding.
A house of cards is easily blown over. A solid strategic business plan based on your organization's mission, vision, and values prepares your enterprise capabilities for hyper-growth. Since this is an arduous task for a lean finance team, this is where we come in to help you create that overall vision and scalable foundation.
We’d love to chat with you about your financial strategy, roadmaps, and implementation needs! Contact us today and we’ll hit the ground running.
We can give you kitschy anecdotes all day long, but we both know - the proof is in the performance. Check out some of our recent successes, below:
Industry: Real Estate
Annual Revenue: $400M
Annual Net Income Improvement: $2.5M
Project Based Engagement Fee: $90k
Situation:
Lack of Departmental Alignment,
Resulting in Delayed and Inaccurate Financial Statements.
What We Did:
Results:
YoY Improvements
Industry: Undisclosed
Annual Revenue: $11M
Annual Net Income Improvement: $440k
Project Based Engagement Fee: $50k
Situation:
Lost Revenue Due to Billing Methodology
What We Did:
Results:
YoY Improvements
Industry: Healthcare
Annual Revenue: $150M
Annual Net Income Improvement: $1.5M
Project Based Engagement Fee: $75k
Situation:
Prohibitively Expensive Health Insurance Renewal
What We Did:
Results:
YoY Improvements
Industry: Healthcare
Annual Revenue: $100M
Annual Net Income Improvement: $4M
Project Based Engagement Fee: $80k
Situation:
Out of Covenant Compliance Due to Delayed Audit
(2020 - 2022)
What We Did:
Results:
YoY Improvements
Industry: Undisclosed
Projected Annual Revenue: $15M
Annual Net Income Improvement: NA
Annual Engagement Fee: $120k
Situation:
Funding Required for Footprint Expansion
What We Did:
Results:
YoY Improvements
Industry: Education
Legacy Annual Revenue: $8M
Annual Net Income Improvement: $1.5M
Annual Engagement Fee: $120k
Situation:
Well Established, Multi Location Enterprise
Operating Below Optimal Capacity
What We Did:
Results:
YoY Improvements
Industry: Hospitality
Annual Revenue: $10M
Annual Net Income Improvement: $500k
Project Based Engagement Fee: $50k
Situation:
Resource Optimization
What We Did:
Results:
YoY Improvements
Industry: Technology
Annual Revenue: $20M
Annual Net Income Improvement: $600k
Annual Engagement Fee: $120k
Situation:
Technology Enterprise Requiring Capital for Future Growth
What We Did:
Results:
YoY Improvements
Industry: Manufacturing
Annual Revenue: $10M
Cash Velocity Improvement: $750k
Project Based Engagement Fee: $25k
Situation:
Manufacturing Enterprise with Bloated Conversion Cycle
What We Did:
Results:
YoY Improvements
We vow to earn, and keep, your trust.
We tell the truth, even if it's hard to hear.
We do the right thing, regardless of who's watching.
We find a path forward, despite perceived obstacles.
We treat each other with respect, no matter the circumstances.
We value you, as you are.
The William Stanley CFO Group
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