Your engagement with SME² will be tailored to (a) what assistance you specifically need and (b) whether you need it on a continuing basis.

Some small business owners are satisfied taking delivery of their Custom Financial Model upon completing SME²’s Core Process, which they can use as an initiative’s roadmap or to track performance. Others may want an experienced finance professional to update the model and report on performance on an ongoing basis.

Our four offerings are detailed below, sorted into the Financial Planning & Analysis or the Capital Markets groups.  

Flexibility to fit your unique circumstances

Financial Planning & Analysis (FP&A)

Strategy & Planning

Planning services can be useful to identify the best path forward for a business or any action items necessary for future initiatives.

  • Budgeting

  • Equipment investment forecasting

  • Scenario analysis

  • Growth strategy

    • Geography, product, acquisition, etc.

  • Succession planning

  • Identify valuation constraints

  • Get ahead of roadblocks to raising capital or selling the company

Financial Controls

Financial Controls services can enable you to be a better, more focused manager by succinctly updating you on how your company is performing across the board.

  • Performance analysis & projection

    • Operational and financial

  • Cash flow monitoring

  • Forecast vs. actual comparisons

With a Fractional CFO contract, you can have SME² continue updating your Custom Financial Model to cover your FP&A needs. This would allow you to track progress implementing your plans and operating your business.

Capital
Markets

Capital Raise

Capital Raise services help to put your best foot forward when you need capital.  

  • Cash and operational Key Performance Indicator projection

  • Valuation

  • Marketing materials creation

  • Identifying potential investors

  • Liaise with investors

  • Lead negotiations

Company Sale

Company Sale services improve both your valuation and chances of closing a transaction to monetize your business.  

  • Move on to your next venture

  • Derisk your holdings

  • Retire

With an Investment Banking contract, SME² will proactively identify and reach out to entities that could invest in or purchase your business. Furthermore, you would be prepared for questions as SME² represents you, liaises with you, and leads negotiations.