Services > Emerging and Growth Businesses
CFO Strategic understands the key needs of Startups and Growth companies. Working as part of the business we support the entrepreneurial team to achieve the business goals. We have broad experience and are experts at ensuring the proper establishment and running of the business. Our expertise and customized tools ensure rapid implementation of processes, policies, procedures, modelling, and reporting. This enables emerging companies to seize opportunities for growth and success.
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Strategy:
- Strategic plans
- Growth alternatives evaluation
- Structure and resourcing
Corporate Structure and Setup
- Entity selection
- Registrations and licenses
- Tax registrations and compliance work
- Establish accounting and business system processes
Business Model Development
- Devise and analyse business plans
- Create budgets
- Create forecasts and scenarios
Develop Reporting Framework
- Develop and build tailored reporting framework
- Management accounts
(monthly / year to date / key performance indicators)
- Cash flow and forecasts
Governance
- Company secretarial role
- Public Officer Role
- Compliance
- Risk management
- Audit preparation
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Capital Investment - Angel / Private Equity
Preparation Phase
- Information memorandum
- Package financial information for investors
- Preparation of forecasts, budgets and analysis
- Set up due diligence, prepare disclosure packs
- Corporate governance requirements
- Develop capital tables
- Share subscription agreements
- Compliance - ASIC and other regulatory bodies
Implementation Phase
- Meetings with potential investors
- Closing investment round
- ASIC and other compliance completion
Preparation for Trade Sale
- Business ready action plan
- Information memorandum preparation
- Financial modelling to support valuations
- Establish a physical and (or) electronic data room for future investment or sale
Connections
- Relationships and introductions to professional service providers and facilitators - private equity and investors, auditors, tax advisers, bankers, legal advisers, facilities and infrastructure, insurers etc
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If there are any questions don't hesitate to contact us.
Phone: +61 2 8901 0217. Email: contact@cfostrategic.com.au