Deep financial expertise for your business
Feldenkris CFO Services, LLC is a firm that provides fractional and project CFO services to privately held companies in the middle market.
Get in touch with us to set up a consultation, or use the contact form at the bottom of this page to inquire whether our services are right for you.
Contact
➤ LOCATION
Cleveland, Ohio
☎ CONTACT
hfeldenkris@feldenkriscfoservices.com
(440) 315-4401
Areas of Practice
Strategic Planning
SWOT
Competitive analysis
Strategy development and action plans
Long term profit, cash flow and business valuation projections
Annual Operating Planning and Implementation:
Profit improvement initiative development in areas of continuous improvement, purchasing, commercial negotiation and fixed cost reductions
Cash flow and working capital target development
Full annual operating plan (i.e. annual budget) preparation
Banking relationships
Quarterly communication with banks and other financing sources
Forecast assistance
Bank refinancing methodologies and implementation.
Merger, acquisition, divestiture planning and execution
Coordination of divestiture of unprofitable / non-strategic operating companies
Acquisition search form target strategic acquisitions
Acquisition due diligence
Negotiation of both acquisition and divestiture purchase and sale agreements
Financial reporting and organizational communication
Implementation of weekly flash report, and actual to plan reporting
Development of key performance indicators and metrics
Gross margin by customer and product family analysis
Month-end reporting package
Liquidity events planning and execution
Owner recapitalization
Sale of company:
Management team depth development
Strengthen business valuation (optimize adjusted EBITDA)
Debt repayment strategies
“Finance is not merely about making money. It’s about achieving our deep goals and protecting the fruits of our labor.”
Let's Chat.
Use the form below to contact us regarding your business inquiry. Please be as detailed as possible. Include your industry along with any specific requests. To help us best service your inquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve. You may also email or call us!