Fractional CFO Services
Achieve Financial Goals From Startup to Exit
We partner with you to achieve growth, optimize strategy, raise capital, navigate a transaction and overcome financial challenges.
We help you make informed strategic decisions based on financial and operating conditions through a part-time, retainer, or project-based engagement.
Specializations
- Business Plans
- Financial Modeling and Metrics
- Budgeting and Scenario Planning
- Financial Statements and Audit Readiness
- Board Reporting and Investor Relations
- Transaction Advisory
- Financial Due Diligence
- Cash Flow Management
The Waymark Way
Partner
- About you
- About us
- Scope and communication plan
Analyze
- Understand your business
- Research and modeling
- Industry benchmarks and collaboration
- Proprietary data
- Develop and discuss action plan
Transformative Services
- Implement action plan
- Obtain client feedback
- Refine and finalize deliverables
Handover
- Walkthrough executive summary
- Final client review and feedback
Support
- Ongoing support and services
- Strategic and market based changes
- Transaction support
