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CFO Services: Benefits for Clients of Attorneys, Bankers & Capital Firms

 
  Arthur F. Rothberg, Managing Director, CFO Edge, LLC  
   
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  Article Summary  
It’s not uncommon for professional services and investment firms to be approached by businesses seeking financing. In our conversations with fellow professionals - at investment banks, law firms, and venture and equity firms - we frequently hear that they have or know of available financing, but many of their clients are woefully unprepared when it comes to presenting their financing requests.

Many small businesses do not have the financial or management expertise required to prepare this kind of presentation. The good news is that an outsourced CFO services provider can help these businesses prepare a thorough, professional presentation that will greatly increase their chances of obtaining business financing.

This article reviews specific ways a CFO services provider can help clients of professional services firms prepare a financial presentation. Also discussed are eleven additional examples of areas where a part-time CFO or a project-based CFO can help professional service firm clients improve financial and operational outcomes.

It can be frustrating for lenders and investors to meet with Los Angeles and Southern California executives who need financing but are unprepared due to their inability to create a comprehensive financing package. In these situations, an outsourced CFO services firm can provide valuable assistance in helping business owners prepare a thorough, professional presentation that will greatly increase their chances of obtaining financing.

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