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Pro Business Plans has a network of the nation's top finance executives exclusively dedicated to providing part-time CFO services. Unlike agencies or freelance sites, we work directly with clients to find the best CFO for their needs.

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Our Fractional CFO Network's Expertise

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1

Talk to Our Manager

An engagement manager will work with you to understand your goals, financial needs, and team dynamics.

2

Work with Your CFO

Within days, we’ll introduce you to the right CFO across our pool of specialists within your industry and requirements.

3

Perfect Fit Guaranteed

Work with your new team member on a trial basis, pay only if satisfied.

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Our Success Stories

Fundraising Strategy & Support

COMPANY: BIB

FUNCTION: Fundraising Advisory

INDUSTRY: Food & Beverage

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Fundraising Strategy & Support

A chain of quickly growing quick service restaurants was seeking to expand their business by entering multiple locations and preparing for franchise. They engaged our team to put together a plan for the franchise including a pricing and investment model, creation a financial model, and materials for their capital raise.

Monthly Engagement

COMPANY: ERDOL

TYPE: Risk Management

INDUSTRY: Software

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Monthly Engagement

A large private label seller on Amazon was seeking assistance with budgeting and cash flow management to improve profitability after facing a number of challenges with increasing costs and competitive pricing. The team at Pro Business Plans put together a budget and expense system to help them more effectively manage cash flow and sustain profitability.

Monthly Engagement

COMPANY: Prestige Hospitality

FUNCTION: Fundraising Support

INDUSTRY: M&A Advisory

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Monthly Engagement

A private equity fund was seeking to tighten its investment thesis around acquiring lower middle market hospitality companies in the South. The team at Pro Business Plans team assisted to put metrics in place for acquisition of the platform and post-merger integration strategies.

Budget & Forecasting

COMPANY: A&P

FUNCTION: Exit Strategy

INDUSTRY: Retail

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Budget & Forecasting

A prominent investor was seeking to add a chain of retail liquor stores to his portfolio and sought the assistance of the Pro Business Plans team to assist him. The group analyzed each opportunity, identified key risk areas, and assisted in putting together a strategic plan for expansion.

Monthly Engagement

COMPANY: Frugo

FUNCTION: Go-To-Market Strategy

INDUSTRY: Consumer Goods

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Monthly Engagement

A Polish flavored beverage founded in 1996 was seeking to enter the Middle-East market. The Pro Business Plans team worked with its contacts in the UAE to put together a market-entry strategy, marketing budget, and competitive analysis to help them effectively enter the region.

Monthly Engagement

COMPANY: Pacoma

FUNCTION: M&A Advisory

INDUSTRY: Manufacturing

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Monthly Engagement

A German manufacturer of industrial equipment was seeking to aggressively expand its North American operations and engaged the team at Pro Business Plans to research multiple options to reach revenue targets. An immediate term strategy was done by analyzing competitors and introducing a new business unit with an intermediate term M&A strategy identifying Canadian targets.

Fundraising Strategy & Support

COMPANY: Undisclosed

FUNCTION: Fundraising Support

INDUSTRY: Consumer Goods

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Fundraising Strategy & Support

A Canadian private equity fund was seeking co-investment to acquire or start a private label baked noodle manufacturing facility. They engaged the team at Pro Business Plans to conduct analysis on the North American baked noodle market, created a buy versus build analysis, and organized an investment offering for their capital raise.

Fundraising Strategy & Support

COMPANY: Undisclosed

FUNCTION: Fundraising Support

INDUSTRY: Financial Services

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Fundraising Strategy & Support

A merchant cash advance (MCA) fund was seeking a wholesale credit facility with co-investment rights and needed to structure the cost of capital, conduct an overall market analysis on the MCA market, and prepare marketing materials for the prospective investors. The team at Pro Business Plans analyzed the company’s portfolio, worked with them to structure the offering, and structured KPIs and internal controls to help them manage risk.

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