CFO Services – Foundation for Disciplined Growth


Imagine receiving just the right business information when needed while having access to an experienced source of advice when making business decisions. For a few hours a week, CBV will get into the detail of financial workflows, cost behavior, data systems, banking relationship and align financial reporting with business operations. The best financial practices start with an intimate understanding of cash flow behavior of the business and a plan for working capital adequacy. CBV seamlessly works with the client’s professional service team and values maintaining a cooperative work environment. Most importantly CBV imbeds financial discipline into the routines and operations allowing management to focus on running the business.

practice features the following areas of expertise


Business Planningby linking operating and financial objectives with market realities, the CEO/Owner will have reliable guidance to measure progress and communicate a meaningful growth story.

Financial Reporting & Analysis get more business information from accounting data so it can help the management team better understand operations and make decisions, not just be a historical document of the rear view mirror.

Transaction Advisory valuation of the business is just the starting point – it’s managing the details of a due diligence process that makes the difference whether a sale, acquisition or new financing is closed.

Banking & Financing an optimized capital structure begins with predictive practices around working capital sources/uses then getting the most from the banking relationship.