Future-proof Your Business with CFO Services at Markwart.
Let us be the fulcrum of your leadership team to manage all facets of your financial operations, including strategic counsel, cash flow optimization, investor relations, fundraising, financial process improvement, accounting and tax compliance, and to stay on top of business metrics like costs, actuals, utilization and margins to provide you with the much-needed financial strategic advice for making proactive decisions.
Virtual CFO: A New Way of Strategic Support
Are you prepared for financial audits?
Preparation is the key to a successful and effective financial audit. Starting an audit unprepared may be a difficult experience. It can take months, and the cost can easily go through the roof if you don’t have all the documents available. We have experience with many audits in many sectors and can prepare you for a smooth and systematic procedure. Being adequately prepared for an audit saves time and money and ultimately helps your company accomplish its goal: a complete and accurate financial statement. We are here to make the process as painless as possible by getting your ducks in a row before the commencement of the audit.
Want to increase profitability through efficiency
Should I take my company public? Get IPO-Ready
Going public offers your company a number of benefits and can propel your company’s growth beyond your wildest expectations. Although it’s a tempting idea, it’s also a difficult process that frequently entails more paperwork, transparency, compliance, and higher standard of accountability – for financial discipline, disclosure, planning and delivering to plan, and even strategic direction. The companies who plan for this process well in advance are the ones that are most successful.
Markwart can assist you in deciding whether going public is the best course of action for you and in planning for sustainable and robust revenue growth. We will work closely with you ensuring that there are full-strength financial operations in place for this significant leap setting you up for a stronger future.
What we will do
- Ensuring IPO Strategy aligns with the goals of the company
- Detailed review of financial statements with forecasting financials and business plan.
- Ensuring operations are adequately scaled to meet increased reporting requirements
- Forecasting top-line growth and revenue growth rate according to the business model of the firm for the purposes of valuation.
- Profitability metrics of free cashflows and net income based on the type of business and its stage of maturity with cashflow breakeven.
- Unit economics of revenues, costs and earnings margin of your business model
- Setting up the appropriate reporting infrastructure for legal compliances
Are you concerned about the viability of new projects and capital investments?
When making decisions about new projects and capital investments, the majority of small business owners rely on their gut feelings. Getting a business off the ground provides you the confidence to succeed in future endeavors as well, but if the task is not carried out correctly, you run the risk of jeopardizing your current business. We can provide you with the diligent decision-making inputs you need to thoroughly assess new prospects.
How to effectively manage your cashflows with profitability?
Cash flow is a measurement of the amount of money that flows into and out of your business during a specific time period. To put it simply, financial management begins and ends with money. When you don’t have enough cash on hand to meet your company’s needs, you run into problems. Managing your cash flow entails determining the timing of cash inflows, determining how to get consistent cashflows, and determining how to manage your expenditure so you don’t run into crunch working capital situations.
Managing cash flow is a fundamental building block for managing your company’s finances. Once you’ve mastered it, you can think about how to really build your firm and boost your margins and profit.
Almost every small business has experienced unexpected cash flow problems at some point. The most common error is assuming that your net profit serves as the foundation for your monthly cash flow. We can give you the tools you need to manage your immediate cash flow needs while also assisting you in planning for the future.
How our Virtual CFO can give you full-time results?
Consider having access to the knowledge and expertise of a part-time CFO who can look at your business from a strategic financial standpoint. Hiring a full-time CFO can be prohibitively expensive, which is why we provide the option of tailor-made virtual CFO services to meet your fiscal needs. In addition to accounting services, we provide budgeting, cashflow and working capital optimization, management reporting, and strong financial controls to ensure that your money is spent wisely.
Why Outsource CFO services ?
At some point, companies may discover that they have competitive challenges and regulatory demands that can affect cash flow and profitability when it comes to financial operations, and the entrepreneurs may realize that too much of their time is spent focusing on these issues instead of focusing on business development and other core business matters. Management also faces the conundrum of bringing in expertise on board, but you may not want to hire a full-time CFO due to the financial commitment, risk, or other long-term implications. CFO outsourcing is one way to get around this difficulty because it frees up the time needed for these obligations and obstacles, allowing business owners to concentrate on other crucial activities like operating a successful business. We will help you to refocus on operating and growing your business. Where there is no senior management presence, we can be the ‘Sentinel On The Qui Vive’, being the watchful guardian for a head office or an overseas parent. It makes sense that when companies need their financials steadied up or are looking at ways to improve their business net worth, it may be time for some outsourcing wizardry from us.
Our Virtual CFO Services have crafted a way for small and medium businesses to access an experienced financial professional at an affordable cost.
At Markwart, we provide tailored flexibility through gradual escalations of engagement levels as your company’s requirements increase with growth and expansion. This enables your business to have CFO services on a continuous basis, depending on your cost budgets and specific needs during that period of time.
At Markwart, we provide tailored flexibility through gradual escalations of engagement levels as your company’s requirements increase with growth and expansion. This enables your business to have CFO services on a continuous basis, depending on your cost budgets and specific needs during that period of time.
We would like to work as an extended arm of your current management team by complementing and strengthening your accounting and finance teams and focusing on creating core competencies for your team to increase overall performance.
We provide companies with CFO services as-needed, part-time, or short-term, in the forms of project-related assistance, on-demand financial guidance, or financial leadership, elevating the financial strategies of an organization, demystifying financial roadblocks such as cash flow difficulties or excessive expansion, assisting to get through events such as an audit or capital raise, or helping accomplish a target such as planning for a strategic exit or an IPO.
With Markwart, you have an experienced team of Chartered Accountants and finance professionals to help your company navigate the complexities involved in managing finances and to bring about actionable insights at your fingertips to guide strategic decision-making. Our fully customized CFO team ensures that you get the best of what you expect from your CFO, providing clarity, control, and financial leadership to efficiently manage your business.
Why Markwart CFO outsourcing is a Smart Decision for Your Business?
Financial Expertise
With Markwart’s outsourced CFO services, you have an experienced team of financial professionals with diverse industry vertical exposures, guiding your long-term financial planning and business operations, ensuring a profitable future for your company. You stand to acquire expert-level, result-oriented financial counsel on business matters by engaging our specialists with deep knowledge and skills, with beneficial impact across departments. Our goal is to educate our clients about their finances and give them the tools they need to make informed decisions regarding their businesses.
Financial Accountability
We help you eliminate human error while also boosting efficiency with data analysis for improved decision-making on investments or other essential aspects of business with our tailored outsourcing capabilities.
Reduces Fraud Risk
Outsourced CFO services give your firm with objectivity that you may not have as the CEO or business owner. As a third party, our outsourced CFOs handle internal controls within your organisation better.
Significant Cost, Time and Tax Savings
Outsourcing your CFO is a wise move for any business, with considerable cost savings and tax benefits. CFO services for small businesses are critical to maximising your company’s financial resources. Markwart has assisted numerous businesses in making this shift towards rapid business expansion and growth.
Vision and Actionable Insights
With Markwart’s dedicated CFO services, you will have actionable insights at your fingertips and guidance through strategic recommendations to improve the financial outcome of your business.
Our Core CFO Services
Design, Implementation and Review of Accounting System
Our core CFO services include the Design, Implementation, and Review of Accounting Systems, ensuring your financial infrastructure is optimized for accuracy and efficiency. We tailor solutions to fit your business needs, providing strategic financial insights and oversight to keep your operations running smoothly and profitably.
M&A Transactions
When it comes to the intricate realm of M&A transactions, trust our seasoned team to take charge and ensure optimal results for your business.
Whether you are seeking buy-side or sell-side support, we are here to support and guide you every step of the way. With our expertise and industry knowledge, we work diligently to secure favorable deals that align with your objectives. From conducting thorough due diligence to negotiating key terms, we strive to maximize value and minimize risks.
At Markwart Consultants, we pride ourselves on delivering personalized solutions tailored to your unique needs. Our team of experts brings deep industry insights and a comprehensive understanding of the M&A landscape. With our guidance, you can confidently navigate the complexities of mergers and acquisitions, unlocking new opportunities for your business.
Discover the difference that our M&A services can make for your organization. Partner with Markwart Consultants and embark on a successful journey towards growth, expansion, and enhanced shareholder value. Contact us today to explore how we can assist you in achieving your M&A goals.
Capital Deployment
At Markwart, we understand the crucial role of effective capital deployment in driving business success. Our Strategic CFO Support Services empower you to navigate towards your goals through comprehensive strategic planning, meticulous operational budgeting and forecasting, and insightful analysis of financial performance. We also assist in defining key performance indicators (KPIs) to measure business performance and enhance investor communication, including board meeting representation.
Capital Raise
When it comes to raising funds, having a dedicated team is crucial, and Markwart provides just that. Our comprehensive services offer all the necessary resources for success, including identifying funding opportunities and creating investor-focused financial summaries and pitch decks.
We specialize in assisting companies and private equity clients in securing flexible debt and equity capital that aligns with their specific objectives. Acting as the driving force behind the capital raising process, we take charge from initial due diligence, preparing financial models and representations for investor meetings, all the way to negotiating crucial contract terms and covenants. Trust Markwart to lead your capital raising efforts with expertise and efficiency.
Raising funds & enabling Mergers/acquisitions
Markwart Consultants assists companies in securing funds for acquisitions or mergers, offering comprehensive support and regulatory advice on debt rating improvement and equity structure restructuring.
Statutory Compliances
assuming 100% responsibility to comply with Income Tax, GST, EPF, EPI, etc
Are you seeking professional services to drive strategic growth and achieve your desired results? Look no further!
Our team specializes in creating tailored strategic growth plans and providing expert assistance in implementing them effectively. Whether you’re a multinational corporation (MNC) making a strategic move to India or an established company seeking administration support, our interim CFO/CEO services are here to ensure a smooth transition and efficient management of your affairs.
In addition, we offer comprehensive assistance in securing external commercial borrowings (ECB) from foreign bankers, financial institutions, and private sources. Our extensive network and expertise enable us to facilitate these arrangements seamlessly, saving you time and effort.
Foreign investors exploring financial or technical joint-ventures in India’s thriving IT and non-IT sectors will find our services invaluable. From joint-venture partnerships to deal due diligences, we are your reliable partners in making these ventures a success.
When it comes to finance-related matters, our team provides invaluable financial guidance and insights to help your business thrive. We understand the intricacies of finance and can provide the expertise you need to make informed decisions and drive profitability.
Additionally, we offer comprehensive back-office functions, including meticulous management of account ledgers. We adapt to your unique requirements, ensuring that your financial records are well-maintained and organized.
Our services ensure that your business receives the visibility it deserves, leading to increased opportunities and growth. Contact us today to embark on a journey of strategic success.
Our Outsourced CFO Services also include
How our CFOs can assist you?
Harness the prowess of our outsourced CFOs, experts in financial management and value maximization. Elevate your business with our specialized skills and experience, propelling you towards unparalleled success.
Virtual CFO
Your strategic partner to oversee financial reporting, contract negotiations, cash flow monitoring, and the strengthening of your accounting and finance staff.
Part-Time/Interim CFO
In the event of losing your CFO, there may be a waiting period before your new qualified candidate can assume their role. But what happens during those crucial three months? Markwart offers Interim CFO services to seamlessly bridge the gap between your former CFO’s departure and the arrival of the new CFO. Our experienced professionals step in to ensure a successful interim period for your company, providing invaluable support and expertise to keep your operations running smoothly. With our Interim CFO services, you can navigate this transition period with confidence and continuity.
Special Purpose CFO
As your organization juggles multiple initiatives simultaneously, the workload on your current CFO can become overwhelming. Introducing a Special Purpose CFO can alleviate the pressure and ensure that all initiatives receive the attention they deserve, especially those with urgent deadlines. Markwart offers the expertise of a dedicated Special Purpose CFO who collaborates with your management team and full-time CFO to deliver optimal results. This strategic addition allows for effective management of various initiatives, maintaining focus, and meeting deadlines efficiently.
Roles of CFO
- Early start–up phase: During the early start-up phase, the CFO assumes responsibility for internal processes and controls, leveraging their understanding of your business to provide invaluable services in cash management, including banking and lending solutions. They also offer financial strategy services and contribute to process improvement, fostering a productive working culture and maximizing resource utilization.
- Growth phase: In the growth phase, achieving efficiency and effectiveness becomes crucial for SMEs and companies. Our guidance enables you to navigate this phase successfully, optimizing funding arrangements, maximizing profits, reducing expenses, and ensuring effective resource allocation. We identify areas for improvement, supporting you in making informed decisions, including considerations for mergers and acquisitions.
- Turnaround phase: In the turnaround phase, the CFO undertakes thorough analysis to make pivotal decisions. They face significant challenges in addressing underperforming areas and implementing necessary modifications to achieve satisfactory returns. The CFO also plays a key role in debt restructuring, providing working capital assistance, and supporting financial stability.
Strategic CFO Support Services to meet your financial needs to accomplish your organizational goals at every stage.
Business needs valuation services not only for the compliances under various laws and accounting standards but as part of its growth strategy. Markwart brings together professionals with extensive industry knowledge, in-depth understanding of intricacies involved in valuation and other experiences like Strategy, Tax, Accounting, etc., which helps in offering an integrated valuation solution. Our valuation professionals have a thorough understanding of accepted valuation methodology, and their years of experience equip them to recognize, analyze and properly weigh the underlying components of value and other relevant issues.
Our Process
- Establish Contact
- Understanding Requirements
- Work Proposal
- Pricing and Contracting
- Start Delivering
