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Our fractional CFO services include financial strategy, cash flow management, budgeting and forecasting, financial reporting, strategic planning, KPI tracking, and performance analysis. We also help streamline financial operations and ensure that your business is making financially sound decisions.

Exit planning is the process of preparing your business for a successful transition or sale. This involves structuring your business to maximize its value, addressing any operational or financial issues, and creating a strategic plan to exit smoothly, whether through a sale, merger, or other transition.

While fractional CFO services focus on managing and optimizing your company’s financials on an ongoing basis, exit planning is specifically designed to prepare your business for a transition. Exit planning is often a one-time, long-term process, whereas fractional CFO services are typically more continuous and operational.

If you’re thinking about retiring, selling, or transitioning your business in the next few years, it’s important to start exit planning early. Even if you’re not planning an immediate exit, preparing your business now can help you achieve a smoother, more profitable transition when the time comes.

Yes, our exit planning services will help you optimize your business to increase its market value. This includes assessing your financials, identifying areas of improvement, and creating strategies to make your company more attractive to potential buyers. We also help you structure the deal and manage the transition.

Absolutely! Even if you’re not planning to exit anytime soon, exit planning can help you strengthen your business, optimize operations, and increase value. It’s about setting your company up for long-term success, whether you sell, pass it on to family, or continue running it yourself.

Fractional CFO services can provide the ongoing financial management necessary to improve the health of your business, while exit planning focuses on preparing your business for the future. Both services can work in tandem, ensuring that your business is financially optimized today and set up for a successful transition later.

While our primary focus is on preparing your business for sale, we can help connect you with trusted advisors or partners who specialize in finding buyers or investors. We also guide you in marketing your business for sale and negotiating with potential buyers.