Fractional CFO Services:
Empowering Business and M&A Success

Map Your Path

BridgePoint Advisors’ Fractional CFO services are the go-to service for any business owner thinking of maximizing business profitability or selling in the future. Developing the right edit strategy takes planning and implementation. Many small business owners cannot afford a full-time CFO, so fractional CFO services are extremely cost-efficient and valuable. See how BPA Fractional CFO services can help you create the right exit strategy for you.

Exit Strategy Planning

BPA Fractional CFO services are crucial in assisting companies with exit strategy planning as they navigate the complex landscape of M&A. Experienced fractional CFOs collaborate closely with business owners and executives to develop comprehensive exit strategies aligned with their long-term goals and objectives, often well before the planned sale of the business. Such services involve assessing financial systems to ensure clear and accurate reporting and identifying industry inconsistencies or irregularities before becoming involved in an M&A transaction.

In concert with the business owner, they evaluate various exit options, such as selling the business outright, merging with another entity, or pursuing an initial public offering (IPO). BPA Fractional CFOs leverage their financial acumen and industry expertise to assess the company’s valuation, market position, and potential risks, guiding stakeholders in making informed decisions. By crafting tailored exit strategies, BPA Fractional CFO services empower companies to optimize value, mitigate risks, and execute successful transitions in the M&A marketplace.

Financial Due Diligence Preparation

Before engaging in M&A transactions, rigorous financial due diligence is essential to assess the financial health and viability of a client business. BPA Fractional CFO services play a pivotal role in preparing for financial due diligence, ensuring that clients are well-equipped to navigate the complexities of the process. BPA Fractional CFOs meticulously review financial records, statements, and operational metrics to identify potential risks, opportunities, and value drivers.

We collaborate with internal teams and external advisors to address discrepancies, resolve issues, and enhance the transparency of financial disclosures. By conducting thorough due diligence preparation, BPA Fractional CFO services enable clients to build confidence among potential buyers or investors, mitigate deal risks, and maximize transaction value.

Financial Forecasting and Projections

Accurate financial forecasting and projections are essential components of any business, providing critical insights into future performance and potential returns on investment. BPA Fractional CFO services leverages its expertise in financial modeling and analysis to develop robust forecasts and projections that inform strategic decision-making. BPA Fractional CFOs work closely with management teams to identify key assumptions, analyze market trends, and forecast revenue, expenses, and cash flows.

By employing sophisticated financial modeling techniques, BPA Fractional CFO services help clients anticipate potential outcomes, evaluate alternative scenarios, and assess the impact of strategic initiatives on overall performance, enabling stakeholders to make data-driven decisions, mitigate risks, and optimize financial outcomes throughout the business cycle.

Transaction Structuring and Negotiations

Effective transaction structuring and negotiations are critical elements of successful M&A deals, requiring careful consideration of deal terms, financing options, and regulatory requirements. BPA Fractional CFO services provide invaluable support in structuring and negotiating M&A transactions between owners or key employees. BPA Fractional CFOs collaborate with legal counsel, investment bankers, and other stakeholders to develop creative deal structures that align with the client’s objectives and maximize value.

We conduct thorough financial analyses to assess the implications of different deal structures, evaluate financing options, and optimize capital efficiency. By leveraging its financial expertise and negotiation skills, BPA Fractional CFOs facilitate productive negotiations, mitigate deal risks, and drive value creation for clients pursuing an internal or external business sale.