Services

Services Offered

*Available through vetted service provider

Do you really know how much it will cost to hire X staff in 3 years?
Do you need to know how much cash flow you will have if you win X contracts?
Do you need to create monthly KPIs?
Do you need a robust 2–4 year model built to raise money?
Do you need any fractional employees before you scale?
Do you need a valuation of your business for any reason?
Do you need to take what's in your head and attach real assumptions to it to turn it into a forecast?
Are you deciding between two different product/service offerings and need help figuring that out (pricing, market, etc.)?

Do you have a client (business owner) that will retire in the next few years without a succession or exit plan?
Do you have a client that can't decide whether they should sell their company now or in a few years?
Did someone approach your client about selling their company?
Did your client say they want to acquire another business, but don't know how?
Is your client falling behind on payments and do they need to get a handle on their cash flow?

Do you have a PortCo with a new CFO that is still getting up to speed?
Do you have numerous acquisitions relating to a certain Portco which will require support for the CFO?
Does your PortCo have a CFO that is more of a CPA or VP FP&A etc. without significant M&A experience?
Would you want to hire an outside person whose salary can be classified as an acquisition cost and then EBITDA adjusted?
Do you need someone to manage an M&A deal for a PortCo because your associate is on leave?
Do you need a valuation professional to run analytics on an investment before pulling the trigger?
Do you need a consolidated 12-week cash forecast from all of your PortCos?

Is your CFO overworked and need an educated project manager to take his/her place in certain meetings?
Do you have aggressive growth targets and need someone to partner with LOB / FBU leaders to discuss how to grow by acquisition?
Do you want to grow by acquisition but need direction on how to do that? Do you really know who is investing in similar companies in your industry?
Do you have a target in mind and need someone to manage the deal from start to finish?
Would your accounting team like to know how the acquisition will impact the footnotes to the financials statements?
Note that V3 Advisory costs can be considered an acquisition cost and likely can be added back to EBITDA.
Does your CAO need someone to manage annual goodwill impairment tests or do internal testing for reporting unit (RU) changes or dispositions?

Does your client need a valuation of their business?
Does your client need a fractional CFO?
Does your client need a robust financial model built to support a higher sales price?
Does your client ask you what multiples other companies are trading for right now? Do you need an educated answer to manage their expectations?
Would you like to be able tell your client who has invested in similar companies in the last 24 months?
Does your client need to have line of sight to their cash flow 3-12 weeks out?
Does your client want to expand and need to put together a plan to do that?
Does your client have rose-colored glasses on and really need someone to verify the accuracy of statements like "we never lose clients," or "we can double our revenue in 24 months?”
Do you need the valuation of certain intangibles for any reason (customer list, trade name, workforce, contracts, favorable/unfavorable lease?)?