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Financial Consultation


Consulting with a Purpose

Whether you are looking to start a business or help grow an existing one, it's essential to receive the financial guidance to map out a path for success. Preferred Financial Advisors offers numerous services whether it's your company needing a fractional CFO to help guide your finance & accounting organization to assisting you with an acquisition of a target business. Regardless of the service, you will want to make sure you have the preferred advisor on your side.

Financial Expertise

Whether it's engaging with a fractional CFO or developing an existing member with our CFO Coaching services, you can trust that our financial expertise will help guide your organization to meeting it's goals and developing long-term solutions for your company to be successful. Such service, include but are not limited to, such as budgeting, forecasting, cash flow management, and strategic planning.

Suit and Tie

Return on Investment

Hiring a full-time CFO can be expensive, especially for small and medium-sized companies. Engaging a Preferred Financial Advisor enables access to high-level financial leadership at a fraction of the cost. This cost-effective solution allows companies to leverage the expertise of a seasoned professional while optimizing their financial resources. Rather than having a full-time CFO that could have 

Governance for your Board

Preferred Financial Advisors as board members can offer a unique perspective that complements the existing skills and experiences of traditional board members. They can provide strategic advice based on their specific area of expertise, helping the board make informed decisions and navigate complex business challenges. They can leverage their experience in other industries or like-kind companies to help provide new and proven solutions.

Lead presentations during meetings
City Sky

Transaction Services

Are you looking to purchase a company or sell your own business? You'll need a financial expert to help with the financial analysis and valuation assistance such as creating a Quality of Earnings report to identify the proper baseline for a valuation. You'll want to consider how the Target will integrate into your business and what the road map looks like over the short-term with a Post Acquisition plan. Lastly, you will want to assess how this Target will roll up into your budget and forecast process. Conversely, you might want to consider selling your business and thus a QoE statement will help normalize your business to get the appropriate EBITDA measurement for valuation. It will also establish confidence in your business with prospective buyers.

Budgeting and Forecasting

Every company should be operating with an annual budget and if you are not or you are not happy with it, consider bringing in a Preferred Financial Advisor to build out a ground-up three statement financial model for your short-term and long-term forecasting. Every model can be tailored more specifically to each industry and how GAAP determine revenue and expense recognition accordingly while also projecting cash flow. 

Working with Financial Documents

Why a Preferred Financial Advisor?

Preferred Financial Advisors provide you the benefits of both flexibility and expertise. Hiring a full-time CFO is an extremely costly proposition fof small and medium businesses but yet the position is a requirement to have a fully functioning Accounting & Finance Department. You also need a financial leader to help guide your Sales and Operations teams to meet their short-term and long-term goals while maintain a strong financial governance over the company's assets. The flexibility portion is also met to where you can request on an as-needed basis to where you are able to keep costs controlled and direct towards specific goals.   ​

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