GMB Advisory provides CFO and business consulting services to small and mid-sized firms.

 

Our Fractional CFO, Project based and Strategic Advisory engagements can help you operate and grow your business effectively and efficiently.

Fractional CFO services provide ongoing senior level insight and expertise in a flexible part-time package.

Let’s face it - not every company will have the need or the budget to hire a full time CFO - but they could benefit from having access to one. A Fractional CFO solves this equation. Whether utilized in a part time, remote, or interim setting the goal is simple - to provide senior financial leadership as you need so that you can focus on running your business.

 
 
 
 

  • Financial Reporting

    Review and analyze monthly financial statements, compare performance to plan, and make sure you are on track.

  • Strategic Planning

    Building budgets and financial plans to support short and long term financial and strategic goals.

  • Staff Supervision

    Provide guidance and oversee junior finance staff and process.

  • Third Party Relationshios

    Dealing with vendor, legal, bank, audit or tax issues to help you manage more effectively.

  • Policies and Controls

    Ensuring your business is on solid footing by implementing appropriate polices and financial controls.

Project Services are distinct assignments that can help identify issues, increase productivity and enable growth.

There will come a time when a business needs to better understand a particular challenge or identify a hidden opportunity. Project work focuses on meeting these goals.

 
 

  • Business Evaluation

    Objective review of current financial and operational performance to keep a business on track.

  • Financial Modeling

    In depth models to analyze risk/return, sensitivity and potential outcomes of key initiatives.

  • Report Design

    Building effective financial reports and data visualizations that provide insight and actionable goals for your business.

  • Due Diligence

    Evaluate and analyze key information from potential investment activity.

 

Strategic Advisory services help clients tackle bigger picture issues.

Making strategic business decision can be complex, especially for smaller and mid-sized companies that may not have the resources or expertise. That is where we can help. With deep experience in helping clients navigate meaningful decisions, we can provide objective advice on a range of issues.

 
 
 

  • M&A

    Understanding your goals and ensuring a sold financial picture is in place to evaluate buy/sell opportunities

  • Process Improvement

    Evaluate key business processes to improve company operation and profitability.

  • Strategic Planning

    Explore current business strategy to ensure alignment with longer term goals and objectives.

  • Business Plans

    Build and present new business and investment plans for investors and financial institutions.

We offer a free consultation to discuss your particular business need. Whether you are seeking Fractional CFO support, have a project based need or are looking for strategic counsel, we look forward to speaking with you.