Accounting and Finance Solutions

Fractional cfo Services

As an owner of a private and closely-held company, you are constantly faced with financial challenges: optimizing cash availability to fund day-to-day operations and organic growth opportunities; employing the necessary financial expertise and intelligence for rational decision making to maximize profitability; effective and credible reporting for review of financial performance by you, your lenders, and outside investors; designing and utilizing meaningful management reports; etc. Most small to medium-sized businesses can’t afford a full-time CFO to perform these duties or mentor and oversee the performance of the company Accounting Manager or Controller. To address this need, GaP provides Chief Financial Officer personnel (Fractional CFOs) on a consulting, interim, or part-time basis. GaP Fractional CFOs are highly skilled, experienced, qualified, affordable, and equipped with the tools and processes necessary to address the myriad of financial and accounting challenges you face.

A Successful Fractional CFO Engagement Begins with

Listening to Your Goals and Challenges

The professionals at GaP recognize that each business is unique, and blessed or burdened with its own specific opportunities, strengths, weaknesses, and circumstances. Before proposing a Fractional CFO engagement, we take the time to meet with you and listen as you describe your goals, challenges, and desired areas for immediate, intermediate, and long-term improvement of your business. Once we’ve reviewed pertinent data and received answers to our questions, we then propose an engagement – interim or part-time – that we feel will enable your accounting and finance function to effectively contribute to reaching your business objectives in the quickest and most effective manner.

Collaborating with Your Team to

Execute the Fractional CFO Engagement

Immediately upon reaching an agreement, your GaP Fractional CFO will collaborate with your team to effectively and efficiently execute the proposed engagement. Obstacles and barriers to success are quickly identified and mitigated. Our primary objectives are to achieve the goals outlined in the engagement agreement while training and mentoring your accounting manager so that the need for our contracted services is significantly reduced or eliminated over time.

Fractional CFO Services Provided by GaP Include:

  • Determination of optimal capital structure, capital investment oversight, and raising capital
  • Identifying potential tax saving strategies
  • Identifying and determining alternatives to mitigate business risks
  • Board Advisory
  • Guidance on establishing and/or assessing banking relationships
  • Preparation of packages for lenders and investors
  • Assistance with sourcing bank loans, specialty loans, or leasing programs
  • Determination of business valuation for internal use
  • Development of an acquisition strategy and identification of acquisition targets
  • Due diligence and deal negotiation
  • Identification, interview, and selection of accounting and finance candidates
  • Assistance and consulting in critical financial and other business decisions as needed
  • Mentoring and oversight of the current accounting and finance manager
  • Selection and implementation of accounting software
  • Implementing processes that deliver accurate and timely financial reporting of Income Statements, Balance Sheets, and Statements of Cash Flow
  • Evaluating and implementing recommended improvements to internal controls
  • Creating and implementing cash availability forecast models
  • Cost Reduction: Identifying potential areas of overhead cost savings
  • Development of annual budgets that support the strategic business plan
  • Key Performance Indicator (KPI) measurement and tracking
  • Analysis and explanation of financial statement trends and variances to budget/forecast
  • Creation and presentation of customized reporting packages
What Others Are Saying
Wealth Planner

In my business, our clients are expecting us to take a vested interest in their success. Our first introduction of GaP to a client met every expectation we had hoped for. GaP is a very transparent, focused, and capable organization which helps support business owners in the journey through transition. I believe it starts with their desire to see the client be successful. I look forward to a continued relationship with their organization.

What Others Are Saying
Client's CPA

Bret Pardue represented a very important client of mine as broker. My client not only received unparalleled brokerage service, but as a much welcomed bonus, they also gained invaluable information from Bret’s seasoned experience as past CEO and founder of a successful, larger business enterprise. When we first met with Bret, he listened to my client to determine if they were in the right mode and business cycle for acquisition. He asked poignant, detailed questions to assess my client’s needs. Once it was agreed it was indeed a good time to sell, Bret took the deal by its horns and walked us through the process seamlessly from start to finish. Bret’s due-diligence preparation guidance and shedding of light on potential risks that might loom ahead were on-point advice for multiple concerns my client had through this big transaction.

What Others Are Saying
Middle Market Business Owner

How is Matt Gilbert different? He doesn't have an MBA in business administration or finance. He doesn't come from one of the large local private equity firms. He has been a business operator, with his own 'skin' in the game, in several businesses that had improved earnings and sold. In my mind, he has a better chance of understanding me than anyone else I have met. In the process of deciding whether or not it was time to sell several years ago, I took about a month and went around to visit every Houston-based private equity firm and M&A lawyer I could get to meet with me. I had some quality visit time with almost all of them. Many of them stayed in touch. However, I have chosen Matt Gilbert to 'TRUST' finding me one last partner, so that my life's work doesn't just disappear.

What Others Are Saying
M&A Specialist Attorney

Our firm has had the pleasure of working with Gilbert & Pardue Business Advisors (GaP). GaP exhibits vast practical experience and a very good understanding of the market, regardless of industry. Their ability to walk the client through the process, both from a timing and pricing standpoint is invaluable.  Their firm is our go-to firm for middle market companies that want to be brokered to potential strategic and financial buyers.

What Others Are Saying
SBA Preferred Lender

Many business brokers will get a seller’s hopes up with unrealistic valuations or sales prices…and then they may charge a slew of fees for marketing, financial review, legal, etc. before getting any interest from buyers. In those cases, it is possible the business brokers make their money up front without regard to the seller’s prospects of selling the business. Because the price is not realistic, they may never get serious traction. This doesn’t happen with GaP. Another thing GaP does that I find unique is their cultivation of relationships with buyers (even if inactive) so that they may be able to privately sell a business without openly advertising it for sale. This can be incredibly valuable to a seller requiring utmost discretion. Most business brokers balk at the amount of work it takes to develop relationships with inactive buyers. GaP welcomes the opportunity.

What Others Are Saying
Concierge Business Banker

I cannot emphasize enough how impressed I have been with Matt Gilbert and the team associated with Gilbert & Pardue. I have been in banking for over 30 years and have had many opportunities to assess the trustworthiness and professionalism of clients and their businesses. Without doubt, after visiting with Matt Gilbert, I felt I could recommend and refer him to any of my clients who might have need of an advisory expert as relates to their business. He has proven that my impression was not only correct, but he has continued to prove that his years of experience have enabled him to create a network of people and businesses who rely on his ability to guide them in the right direction and to pull together the components they need to achieve their goals. Anyone who seeks counsel from Matt and his team are in good hands!

What Others Are Saying
Wealth Advisor

My clients are often nearing retirement age, with no suitable heir to their business and a desire to sell. What many don't understand is that business owners’ businesses are like their babies. They created and nurtured the entity from its infancy and simply want to ensure the business goes to someone that will take care of it like they did. Matt understands this well from his own personal experience of creating, owning, and selling businesses. As a financial advisor looking to provide my clients with a seamless and enjoyable retirement, Matt and his team have been instrumental in assisting my clients with their business transaction needs at a level of service that exceeds our expectations.

What Others Are Saying
Business Owner - Fractional CFO Client

As a new business owner, I was not familiar with what an M&A firm does. When I first learned of GaP and the M&A services they provide, I thought that they just assisted in selling and buying companies. However, after speaking with them, I quickly learned that they help companies with a variety of services to become more successful, whether they are ready to sell or not. A prime example of this is the fractional CFO services they provide. We really needed that financial leadership when it came to financial modeling and cash flow forecasting. This has enabled us to grow. GaP will guide you towards thinking about aspects of your business that you are unable to think about simply because you are too busy in the business itself.

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