Services 

By leveraging our extensive expertise and dedicated approach, Impact CFO is your trusted partner for all your financial management needs. Discover how our services can transform your business and drive success in every endeavor.

  Transitions & Exit Planning

Planning for a successful business exit requires careful strategy and execution. Impact CFO provides exit planning and implementation services to help you navigate this complex process. Our services include financial forecasting and planning, financial analysis and reporting, and financial strategy consulting. We work with you to develop and execute a plan that maximizes the value of your business and ensures a smooth transition.

 Executive Management

At Impact CFO, our Executive Management services are designed to provide top-tier leadership and strategic direction for small to mid-sized businesses. With extensive experience across family-owned and private equity-owned companies, we offer tailored solutions that drive growth and profitability. Our expertise includes financial strategy consulting, interim CFO solutions, and comprehensive financial oversight, ensuring your business achieves its long-term goals.

Financial Management

Our Financial Management services encompass all aspects of small business financial management, from day-to-day operations to long-term financial planning. We specialize in financial forecasting and planning, financial analysis and reporting, and financial risk management. Our outsourced CFO services provide the expertise you need to manage your financials effectively, ensuring your business remains profitable and sustainable.

Strategic Alignment

Strategic alignment is crucial for the success of any business. At Impact CFO, we help businesses align their financial strategies with their overall goals. Our services include financial strategy consulting, business valuations, process mapping, and cost analysis/rationalization. We work with you to develop and implement strategies that support your business objectives, driving growth and enhancing profitability.

ERP Implementation

Successful ERP implementation is key to optimizing business processes and improving efficiency. Our team at Impact CFO has extensive experience in leading ERP implementations for small to mid-sized businesses. We ensure a seamless transition, helping you manage parts, service, and maintenance, and streamline your manufacturing and distribution operations. Our expertise in long-term contracts accounting (POC) ensures your financial systems are robust and accurate.

Financial Valuation

Accurate financial valuation is essential for making informed business decisions. Impact CFO offers comprehensive financial valuation services, including business valuations and financial analysis. Whether you are considering an acquisition, seeking investment, or planning an exit, our expert valuations provide the insights you need to make strategic decisions with confidence.