The Fluid State

What would adding a

Chief Financial Officer

allow you to do?

At a fractional cost or an interim basis

Your business is growing and you’re growing into your role. But your business needs to level-up in a key area of the business. You also have no time to build out your skills in the area and the current team doesn’t have the experience you know they need to get to the next milestone. They need direction. You need direction. What do you do?

Keep doing it myself
Hope my team can handle it
Consider hiring an expert

C-Level Experience

Chief Financial Officer

Chief Legal Officer

Chief Operating Officer

Chief Strategy Officer

Chief Financial Officer

Massive value potential.

A CFO does much more than overseeing the financial reporting of your business. Your CFO manages cash, develops annual forecasts, manages budgets, advises you on key business decisions, and empowers you with objective and unbiased data. Many CFOs free up massive amounts of time for CEO each year by managing key professional service relationships, such as legal, insurance, tax, and real estate. Some even roll up HR.

If you hired a fractional or interim CFO, what would that free you to do?

Have more confidence in our ability to achieve our goals this year
Execute on the roadmap I’ve laid out
Leverage my strengths in the business
Look beyond the immediate horizon

What does a CFO do?

Trusted Advisor to the CEO
Financial Planning & Analysis – Development and Proactive Management throughout the Business
Accounting and Tax – Close Cycle Management
Financial Statement Preparation
Treasury & Liquidity Management
Real-Time Business Intelligence
Executive Dashboard Development
Capital Structure Optimization
Capital Raise Management – Due Diligence Deal Room Creation & Control
Cap Table Clean-Up & Management
Board of Directors Management including Quarterly Board Meetings
Investor Communication

Chief Legal Officer

Massive value potential.

A steadfast CLO, along with Senior Lawyers, watch your back whilst planning for the future. They ensure you can make strategic decisions with confidence that the legal and regulatory considerations have been covered off. The Legal Team will also help guide the Leadership Team through industry regulations and changes in the law that could impact the business. In short, they help the CEO sleep at night.

If you hired a fractional or interim CLO, what would that free you to do?

Continue building the business with confidence that you are operating within the rules.
Make decisions that adequately account for risk.
Have more meaningful discussions with investors and your Board.

What does a CLO do?

Provide critical legal guidance and innovative solutions to complex issues facing the business.
Align legal and business strategies to enable value creation.
Develop and lead corporate legal strategy to promote and protect the company.
Assess business practices to ensure they conform with sound corporate governance and compliance principles.
Guide legal and regulatory matters for the business, mitigate risk and protect brand and reputation.
Maintain relationships with local, state and federal bodies and the broader community.
Liaise with specialist external counsel on specific matters.

Chief Operating Officer

Massive value potential.

A quality COO is one part field marshal, two parts systems engineer, one part optimizer and the consummate first mate who can execute the captain’s vision on a day to day, week to week basis. All COOs free up significant time for their CEOs by owning the daily and weekly demands of the business. The best COOs constantly work to identify obstacles and roadblocks early and then build the best systems with the team and resources available.

If you hired a fractional or interim COO, what would that free you to do?

Have more confidence in our internal systems
Dream about what we’ll do next
Leverage my strengths in the business
Work on the business, not in the business

What does a COO do?

Oversees the day to day administrative and operational functions of a business.
Oversees the implementation of company strategies that are created by senior management and has the responsibility of delivering results on a day-to-day, quarter-to-quarter basis.
Spearhead new initiatives by leading a specific strategic imperative, such as a turnaround, a major organisational change, or a planned rapid expansion.
Head up strategy design to direct the company’s future
Drive operational capacity (meet/exceed goals, manage internal/external business demands)

Chief Strategy Officer

Massive value potential.

A CSO looks at the long game and helps to devise the pathways to reach those goals. Founders and CEO’s have the vision and the north star, CSO’s develop the roadmap. They help formulate, facilitate and communicate an organization's strategic initiatives and future goals. Working closely with the CEO to develop the organization's long-term and short-term strategic initiatives and guide the organization through the business planning process.

If you hired a fractional or interim CSO, what would that free you to do?

Have a clearer pathway to achieve my goals and vision for the business
Focus on the immediate next steps to achieve the longer-term goals
Think big, be audacious.
Leverage my strengths in the business

What does a CSO do?

Develop a comprehensive strategic plan and growth strategy by collaborating with the CEO, senior leadership and the board of directors.
Collaborate with the CFO to develop a capital plan in line with the organization's strategy.
Analyze market dynamics, market share changes and product line performance.
Identify important capital projects, joint ventures, potential M&A targets and other strategic partnership opportunities.
Identify and convey strategic risks.
Communicate strategy throughout the organization.
Oversee the execution of business initiatives.
Ensure suitable metrics and key performance indicators are in place to measure performance and progress.