Tag Archives: cfo consulting services

Budget Methodologies: Analyzing the Advantages & Disadvantages

Budgeting Methodologies

When I served as a panelist for the webinar, “Budgeting Basics: How to Build a Strong Budget,” we discussed a variety of topics, including how budgets affect profitability, when to start building next year’s budget, planning frameworks and the company stakeholders who need to be involved in the process. One vital aspect of budgeting is …

Understanding Key SaaS Metrics to Get Funded, Part II

Key SaaS Metrics | vcfo

“You can’t manage what you can’t measure.” Peter Drucker Part I of this post covered the first four metrics that are the macro drivers of valuation, including ARR, Bookings, the Cash Conversion Score, and the Rule of 40. Part II covers additional metrics that provide powerful insights derived from measuring SaaS unit economics. Here are …

The Essential Role of the CFO in the Sale of Your Company

For many business owners, the sale of their company represents the culmination of decades of work and is likely to be the single largest, most important transaction of their lifetime. With so much money at stake, and likely the retirement security of the founder, it is important that the highest price is secured, and that …

Someone Wants to Buy Your Business

Three Key Considerations One of the clearest signs that your business is successful and is seen as having definitive upward potential is when you receive an offer from a competitor, holding company, or business in an adjacent market inquiring about your willingness to sell. If divesting yourself of the business is not a primary near-term …

Do I Need a CFO?

Some form of the question, “Do I need a CFO?” surfaces in the course of conversation at a very high percentage of the lunches or professional events our vcfo consultants attend with business leaders. It’s a pivotal and not surprising question for CEOs to struggle with, especially when they have solid controllers and accounting managers …

Revenue Recognition and M&A Transactions

Revenue Recognition Consultant Texas

How the New Revenue Recognition Standard Affected a Recent M&A Transaction In late 2017 vcfo Houston Practice Manager, Russell Naisbitt, enjoyed the opportunity to serve as transaction CFO for the sale of a small SaaS software company to a much larger publicly-traded company.  The Seller had wisely put together a deal team to represent them …