The Dallas office opened in 2002 and since its inception has worked with over 175 companies. In that time, our team has built a reputation for providing exemplary full-time, project-based or fractional support to companies throughout the DFW Metroplex. Recent clients include: American Locker Group, Capps Car Rental, CrossPoint Energy, Eagle Materials, Health Management Network, Holly Corp, iTKO, Keste, Lingualcare, Nature's Formula/USC Solutions, Sipera, Sonny Bryan's Smokehouse, Sky Petroleum, Southwest Petroleum, US Renal Care and Viscern.
The Dallas team is comprised of seasoned professionals averaging 25 years of experience spanning across industries including telecommunications, manufacturing, high tech, distribution, healthcare, oil & gas, real estate, retail/restaurants, services, software and more.
The Dallas office offers a broad range of expertise in strategic and technical finance and accounting, the team has extensive experience in handling M&A due diligence, transaction and post-transaction support, audit preparation and support and much more.
Read About Recent Engagements
The following highlight some of vcfo Dallas' most recent engagements and represent the variety of expertise in our office.
CrossPoint Energy
- Provided strategic CFO-level support to this oil and gas exploration, production and development company emerging from a reverse merger with PIPE financing
- Assisted with major investor relationships, made financial presentations and provided communication as necessary to the public markets
- Provided public reporting guidance to the in-house accounting staff
- Assisted with debt and equity structuring
- Assisted with overall deal structuring, negotiation and closing
Nature's Formula/USC Solutions
- Provided fast-track, accounting oriented due diligence support for this mid-market contract manufacturing and formulation company
- Engaged by this buyer to immediately assemble an experienced acquisition team including both CFO and Controller level resources
- Completed due diligence and helped to close the deal on very short timeline
- Continued to provide Interim CFO level support as well as day-to-day accounting support ultimately transitioning to new full-time Controller
- Subsequently assisted the company in the due diligence and acquisition of another synergistic company paying very close attention to pricing and costing models
- Assisted in the system upgrade and implementation
- Assisted with further acquisition targets as well as offering varied accounting support to in-house accounting team
LingualCare
vcfo personnel have been engaged with this company for more than four years. Lingualcare offers state of the art orthodontic treatment options through devices that are not visible to the casual observer. At various times, vcfo provided fractional CFO, Controller and staff level accounting assistance.
- Assisted in various rounds of raising capital
- Installed accounting system, chart of accounts and other accounting system basics
- Developed all internal accounting policies, procedures and controls
- Developed Stock Option Plan
- Helped deliver all HR initiatives including Employee Handbook, PTO policy, benefits negotiation
- Assisted in the recruitment, training and transition to a full time in-house Controller
Viscern
- Provided senior financial and accounting resources to evaluate and recommend solutions and improvements to the accounting, reporting and financial environment of one of the largest and most successful fundraising firms for not-for-profit organizations in the United States
- Evaluated operations through careful review of financial reporting, staff work flows, policies and procedures, accounting software system, suitability of staff to their current and proposed responsibilities
- Provided full-time interim Controller and other accounting assistance
- Assisted new CFO with various issues facing the company and its private equity fund owners
BooKoo Beverages Inc.
- Provided a Controller on a full-time basis for several months to provide broad-based accounting direction and execution to this distributor of high-energy beverages
- Supervised existing in-house staff, implementing policies, procedures, controls and best practices
- Continued to assist the company with various accounting-related issues as needed
iTKO
- Provided strategic CFO level support and guidance to this Venture Capital-backed company
- Assisted with new rounds of funding and bank financing
- Prepared for and attended monthly Board meetings, producing financial statements and reports
- Provided part-time Controller accounting leadership for the firm
- Trained existing office management staff on proper accounting policies and procedures
- Assisted with banking and investment relationships
- Developed financial forecast and cash flow forecast
Contact vcfo today to learn more about our services in the Dallas area.