Bent Tree Financial Consulting provides a flexible solution for small and mid-sized companies – a seasoned CFO available to focus on your priorities on a part-time or project basis. While you may not be able to justify the cost of a full time CFO, using Bent Tree Financial Consulting is a common sense, cost effective solution for those times when you need financial expertise. The engagements typically fall into one of three categories: 1. Recurring, part-time involvement over an extended period of time – Assist the existing accounting staff with preparation, review and analysis of financial information. Develop improved financial reporting tools to be used by existing financial staff and management. Review financial information with key management staff on a monthly basis. Assist senior management with communicating financial and operational information to outside stakeholders – banks, investors, etc. 2. Part-time involvement over a short period of time – Assess the strengths and weaknesses of the financial system and the process used to produce the monthly financials and make suggestions for improvements. Assess the strengths and weaknesses of the individuals with responsibility for accounting and financial reporting matters. Serve as liaison for discussions or negotiations with existing or potential lenders or investors. Profitability analysis – by market, by product, line of business in addition to labor and operating cost analysis. Cash flow analysis and modeling. 3. Specific project or activity related involvement – Merger and acquisition activity (buying or selling) – due diligence, negotiation strategy and support, financing discussions, integration into existing operations, etc. Refinancing or recapitalization. Address physical inventory issues.