Beechwood Capital Advisors Expands with New Fractional CFO Services

Beechwood Capital Advisors is thrilled to introduce a new service offering—Fractional CFO services, expanding our capabilities beyond M&A advisory and capital raising. This addition aims to address the growing need for financial leadership among businesses preparing for future growth or market entry, but not yet ready to commit to a full-time CFO.

In today’s fast-paced market, many companies are in a position where they need to prepare due diligence materials but aren’t yet ready to engage directly with potential buyers. Our Fractional CFO service provides an ideal solution, offering expert financial guidance on a flexible basis. With a Fractional CFO, companies can ensure they are well-prepared to act quickly when the time comes to engage with investors or buyers.

• Overview of Service

• • Fractional CFO services provide businesses with part-time or project-based CFO expertise without the need for a full-time hire.
  • Designed for small to mid-sized businesses that require high-level financial guidance but can’t justify the cost of a full-time CFO.

• Target Audience

• • Small and mid-sized businesses.
  • Startups looking for strategic financial guidance.
  • Companies experiencing rapid growth or financial challenges.
  • Businesses lacking the internal resources for high-level financial decision-making.

• Financial Management and Accounting

• • Financial statement preparation and analysis (P&L, Balance Sheet, Cash Flow).
  • Budgeting and forecasting.
  • Cash flow management and optimization.
  • Implementation of accounting systems and process improvements.
  • Overseeing monthly, quarterly, and annual close processes.

• Strategic Financial Planning

• • Long-term financial strategy development.
  • Financial modeling and scenario analysis.
  • Business valuation services.
  • Capital allocation strategy and return on investment (ROI) analysis.
  • Mergers & Acquisitions (M&A) support, including due diligence.

• Business Decision Support

• • Financial performance metrics (KPIs) and dashboards.
  • Profitability analysis by department/product line.
  • Identifying and managing key business risks.
  • Pricing strategy and cost management.
  • Strategic growth planning, including market expansion or product development.

• Fundraising and Financing Support

• • Preparing for and facilitating discussions with investors, banks, and lenders.
  • Assistance with securing loans, venture capital, or other forms of investment.
  • Structuring of debt and equity financing.

Benefits to the Client

• Cost Efficiency
  • Access to expert financial guidance without the expense of a full-time CFO.
  • Flexible engagement models based on company needs.

• Informed Decision-Making
  • Data-driven insights that improve financial performance and strategic outcomes.
  • Access to advanced financial analysis that the business might not otherwise have.

• Scalability
  • As the business grows, the service can scale to offer more comprehensive financial oversight.
  • Seamless transition from a fractional CFO to a full-time CFO when the business is ready.

• Risk Management
  • Proactive identification of financial risks and creation of mitigation strategies.