News & Views

from CFO Alliance

Introducing The CFO Alliance Client Portal

Introducing CFO alliance Client portal Image CFO Allianceby Chris Morgan, Senior Manager, Client Services & Innovation

Have you experienced the benefit of using the right tool for the job?

In construction sites it can be critical to both physical safety as well as completion of work.  While the accounting and finance department is not a hard hat zone, the criticality of using the proper tools is still very real.

From the value of collaboration and timely information, to security risk mitigation, tools are an integral part of a company’s prosperity.

As part of our mission to help people prosper, we’re excited to share our newest tool with the world: our Client Portal!

As with most innovation, this solution was born from a problem, or in our case, a series of problems.  Though not all of them were critical in nature, and each had different value impact, when we took a step back we realized there was a synergy that was created by addressing these issues with one centralized solution.


Looking for a Smooth Due Diligence Process? Here are Five Keys to Success.

Baseball Coach

It’s game day. As an owner or CFO, you are moving ahead toward the sale of your company. It’s hard to imagine a bigger event in the life of either.


This may be your first company sale, or the most important deal of your life so far. You know that as an owner or CFO, you are the Captain of the team, responsible for due diligence activities.  But what should you expect and how can you be prepared to ensure that the diligence process maximizes the purchase price your company will receive from a buyer?



The Cap Table Tool Every Entrepreneur Should Know

The Cap Table Tool Every Entrepreneur Should Knowby Chris Morgan, Senior Manager, Client Services & Innovation

Starting a business is typically initiated from a place of passion, excitement and a creative idea that will add value to future customers. As it should be – it’s an exciting time and a great undertaking.

Often, however, that creative and high-level mindset can get bogged down in the details of accounting and legal work, sometimes from the very onset of filing your articles of incorporation.


Pre-Acquisition Playbook 1 of 3: How Financial Leaders Succeed Before an Acquisition

How Financial Leaders Succeed Before an Acquisitionby Lisa Kieres, Director

As we’ve discussed, an acquisition is an unimaginable feat of strength and endurance at every stage – before, during and after – but when executed well with the right team by your side, you can end the game with a win on the board.

As deal advisors, we’ve seen many companies approach acquisitions with an informal ‘ready-fire-aim’ approach. As a result, they get far down the path of pursuing an acquisition without benefiting from important front-end work.

And this is no small matter.

When surveyed regarding their acquisition processes, CEOs revealed that fewer than one in five believed they planned adequately prior to their deals. And this lack of prior planning was the most commonly cited ‘lesson learned’ by this group of leaders.


Acquisition Playbook 2 of 3: How Financial Leaders Succeed During An Acquisition

How Financial Leaders Succeed During An Acquisitionby Brooke Evans, CEO and Lisa Kieres, Director

So, you’re ready to take the field to pursue an acquisition.

Experienced leaders know this will be one of the most important strategies they can undertake – one that will impact their company’s future, financial success, and stakeholders.

That’s why the best financial leaders we’ve worked with often turn to ‘special teams’ in the form of supplemental support – experts who stay agile in order to anticipate and avoid problems while seizing opportunities to clinch the winning deal. Additionally, they’re able to clarify roles and cast their vision of the future, thereby creating an environment where their people feel secure and focused.