Office of the CFO
Whether we are acting CFOs or providing existing CFOs with sophisticated support, our team combines decades of experience in investment banking, private equity, and management consulting to help portfolio companies operate at the level of sophistication required from buyers post-close.
Exbo Group offers specialized financial expertise to help your portfolio companies operate at the level of sophistication required from buyers post-close. Whether we're acting as interim CFOs, or providing sophisticated support to existing CFOs, our team leverages decades of experience in investment banking, private equity, and management consulting.
Our Office of the CFO services include:
Pro Forma Financial Model
We support the CFO in the management of an investor-class financial model that generates clean pro forma financial statements. We work with the CFO to proactively manage the business towards key operational milestones, ensuring that your portfolio companies have a well-defined path to growth.
Precise Cash Management
We support the CFO in continually track spending and adjust cash runway in response to changes in revenue, hiring, and spending decisions. This approach ensures that your portfolio companies are not burning cash too quickly and are aligning their spending with their growth pace.
Board Reporting
Exbo Group supports the CFO in board reporting and creating insightful materials, enabling the CFO to focus on the most strategic aspects of their relationship with investors without getting bogged down in powerpoint and excel.
Other services
CFO and Controllership Advisory
Transaction Services
Tax Advisory
