BUSINESS MANAGEMENT Privately held businesses facing challenging tasks and demands, usually entities with annual revenues of $3.0 million or more, should have a CFO. The presence, even a fraction of one, can yield huge returns on investment, enable owners to improve relations with stakeholders and improve the performance of your business. MORE INFO BUSINESS OPTIMIZATION Privately held business with insufficient senior financial talent sometimes lack a deep understand of the financial operations and metrics of their business. Consequently, when faced with challenges — poor results, insufficient working capital, or client challenges can't adequately address their issues. A high level financial resource can partner with management to address serious issues impairing the business. MORE INFO EXIT SUPPORT If you are looking to exit your business in the next few years, assemble a team of trusted advisors, a lawyer experienced in trade sale transactions, a business broker, a tax consultant and a CFO resource. A team such as this can significantly increase the likelihood of a successful transaction and through clever tactics increase the proceeds to the seller. MORE INFO CFO SEARCH AND PLACEMENT Our clients sometimes grow so large, that they need a full time resource. Who better to help with the identification and placement of a full time CFO than the high level financial resource that knows your business best. MORE INFO

Who We Are

Profit Focus CFO is a high level financial consultancy that offers as-needed CFO Advisory services to entities that are in need, but which don’t need a full-time CFO. Our clients, usually privately held companies, range in size from about $3.0 million of annual revenues to about $50.0 million of annual revenues.

We focus on profit

What We Do

Profit Focus CFO offers all the skills and expertise that a full time CFO might offer to a large publicly traded entity. The presence of a CFO resource should enable the owners and other C-Level executives (CEO and COO) to identify exposures, to seize on opportunities and to optimize the performance of a business entity. Our skills are particularly valuable if you are looking to offer your business for sale in the near term or to acquire a new bank facility.

How we do it

How We Do It

We work with your current staff to gain an understanding of your business, your clients and your challenges and then use our accumulated experiences and skills to assist in overcoming challenges and to seize on opportunities. If we do it right, we will help you create wealth that is far more than the cost of our service.

To learn more and schedule a complimentary consultation:

We offer a complimentary half-day assessment of your business and its operations.
The exploratory visit and follow up report is at no cost to you.
Schedule a consultation today:

Case Studies

Our case studies illustrate some strategic approaches to finance. Key topics include: Banking, accounting review, ABLOC, trade sales and more.

Build the right team to manage business exit

Our business exit team can assist you in planning and executing the transaction, enabling you to optimize the amount of after-tax proceeds. Our team will navigate the intricacies of a trade sale.

Loading blog posts...

The 3 building blocks of Financial Management

Tools to optimize your company’s financial performance: accurate, detailed financial statements and adequate internal controls, including segragation of duties, and proactive, informed management.

Loading blog posts...

An Asset Based Operating Line of Credit facility may be the way to go

Asset based operating line of credit can make the difference between success or failure for companies operating without adequate working capital.

Loading blog posts...

Accounting review for an industrial manufacturer

Profit Focus CFO was able to help a client produce financial data which saved him in excess of 7 digits in proceeds from a trade sale.

Loading blog posts...


The items listed below are but an example of the services that we can help perform, so that you can gain a better understanding of your business and how it performs. Often clients may not know what services or amount of resources they need. In those cases, we are provide a half day assessment at no charge. We will even generate a written report with our findings and what opportunities that we think might exist within your business.

  • Strategic planning
  • Accounting review
  • Bank facility acquisition
  • Banker relations
  • Cash flow analysis
  • Client profitability
  • Financial optimization
  • Insurance assessment
  • Exit strategy development
  • Trade sale execution partner assistance
  • Sucession planning
  • Full-time CFO skills determination
  • Search and placement assistance