Unlock your growth with our skilled CFO services - from financial models and dashboards to just understanding your numbers and everything in between, we help leaders remove roadblocks so they can execute on their vision.
Strategies to amplify
your business
We Focus Your Energy on Driving Results
We focus on the numbers so you can focus on your business
From financial models and budgets to dashboards and KPIs, we help you focus on driving success by creating tools that measure and track results.
We help you align your vision
If you want to achieve big goals and aspirations for your business, you need a framework for success. We help you explore all your options so you can make informed decisions.
Services
Tailored Solutions Unique to You
Build Your Foundation
Review of existing financial statements and systems
Cash management and forecasting
Custom financial model creation
Annual budget and reporting templates
Dashboards, KPI development and reporting
Customer pricing and acquisition cost analysis
Unit economics and lifetime value analysis
Customer retention analysis
Sales compensation structures
Focus on Your Core
Monthly financial reporting, with variances to plan
Weekly cash forecast updates
Dashboards providing non-financial insights
Board/executive reporting packages
Monthly calls to understand and interpret results
Bank relationship management and reporting
Identify opportunities to enhance existing systems and processes
Participation in team or Board meetings
Strategic Execution
Investor and lender collateral creation and refinement
Capital raise strategy and planning
Due diligence readiness
Data room content creation and management
Equity and debt raise support
M&A target diligence
Term sheet evaluation and negotiation
Cap tables, valuation and scenario analysis
Testimonials
“Rich has been a trusted friend and advisor for the last 17 years. He has been a reliable partner in orchestrating over $500 million in bank financings and taking Oasis through a private equity exit. He is intellectually sharp, versatile, passionate, and has recruited and built strong teams.”
Ralph Shayne, CEO of Oasis Financial
“Great experience working with Rich. He was able to build a strong model which enhanced our ability to better predict our business which we were able to leverage in raising outside capital. He helped successfully execute a $26M Series A growth equity investment, bringing key relationships and experience to bear while being responsible for key tasks before and during diligence. Rich served as the CFO for over a year until the closing of Series A.
“I praise his ability to work well within our existing key management team and fill in gaps without much guidance. His style of not over complicating matters and understanding the real business needs allowed him to make a significant impact with meaningful outcomes that will carry on with the business for a long time.”
Matthew Bullis, Founder of RapidWorks
“Rich is that rare CFO that balances high-level strategic focus with a hands-on deep understanding of his business. I first worked with him after he sold Oasis Financial to a private equity investor in late 2016 and hired my firm, RSM, as their professional service firm. Rich interfaced with my team as well as with representatives from our valuation group. His depth of understanding of the nuances of his business and his ability to distill his message to the key points relevant to his audience were impressive.
“Rich was patient and professional, and a true partner throughout our interactions. He successfully built a top notch accounting/finance team at Oasis, and I have no doubt that his dynamic personality would serve many companies well.”
Joe Kaczmarek, Partner at RSM US LLP
“Rich is an engaging and thoughtful leader. Moreover, he is honest and follows through on obligations. My team enjoyed several productive years working with Rich and felt that he maintained a strong sense of respect and balance among his stakeholders. He is communicative, able to consider new ideas, and willing to address challenges and opportunities.”
Jeff Michalczyk, Regional Group Head of CIBC US
Case Studies
Recent Engagements
SaaS Construction Software
We evaluated the Company’s financials, provided an additional review of monthly results, and built 5-year forecast, working closely with the executive team and existing accounting resource. We analyzed customer profitability and developed a framework to explain customer churn. Once the forecast was approved by the Board of Directors, we shifted our focus to support a capital raise and helped create investor presentations. We sourced term sheets for debt, helped prepare materials for due diligence, managed the data room, and helped negotiate the purchase agreement for a $26M Series A equity investment. The transaction closed 15 months after our engagement began.
Financial Services
We provided interim CFO services while the Company worked to hire a replacement. Working closely with the founder and executive leadership team, we built a 5-year forecast that was rolled into an annual budget. We helped guide Board discussions on geographic expansion, pricing strategies, gross margins and additional customer offerings. We helped negotiate improved terms with existing lenders. We worked closely with the team to prepare investor collateral and participated in investor discussions that resulted in a $40M equity investment. Following the investment, we continued to support the Company with analysis on unit economics and customer churn.
SaaS Education
We started with a review of financial results and asset-level performance, built a 5-year forecast and created lender materials. We represented the Company to interested lenders that were sourced by an investment bank the Company had retained. We helped manage due diligence, participated in lender calls, and helped negotiate a $25M credit agreement. Once the facility closed, we reviewed monthly financial results and drafted required lender reporting on financial and asset performance.
Talent
Delighted to Meet You
Rich Smolen, Founder
My experience spans 25+ years in a variety of industries, where I’ve worked in privately-held, VC/PE-backed and public environments. I’m an expert in building bespoke financial models, which is often the first step in charting the path to growth. Whether you’re a start-up or an established business, I can help provide valuable insights to thoughtfully evaluate all your options and partner with you on a variety of strategic finance initiatives.
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Empower your financial future.
Learn more about the services we offer to help you unlock the growth potential of your business.
Contact Me
Learn more about the services we offer to help you unlock the growth potential of your business.