Services

Debt Financing

…Debt financing is a key component in creating liquidity and funding healthy, sustainable growth. Evergreen CFO is proud of its local, regional and national network of lending partners and institutions. Our turn-key RFP process has resulted in impressive debt structures and pricing since our inception in 1995.

Treasury & Cash Management

…Creating the highest level of cash efficiency on a daily basis is a primary role of a company’s CFO. Evergreen CFO will establish banking relationships, design cash management processes and work with business owners to develop a funds maximization program.

Mergers & Acquisition/ Equity

…Evergreen CFO can provide due diligence support and analysis for buyers, sellers, and M&A firms. Access to properly structured capital is of critical importance to our clients. Evergreen CFO maintains a strong, national network of angel & private equity investors in addition to professional M&A firms experienced in all aspects of the capital raise.  

Financial Modeling

…Utilizing historical financial results, Evergreen CFO can provide detailed financial forecasting on a project or overall company basis. Examples include: multi-year budgets, break-even sales analysis, ROI, ratio analysis, minimum cash levels, and buy/sell investment return analysis.

Risk Management

…The CFO is the ultimate risk manager for a business. Evergreen CFO partners with long-established, “A” rated insurance agencies and companies to underwrite all known and potential risks for the company operations. Managing the legal risks associated with contracts, employment law issues, safety concerns and other business law related issues is a priority for Evergreen CFO and the legal experts that we bring to an organization.

Internal Controls/ Policies & Procedures

…Implementing the checks and balances required to mitigate financial and operational risks is the responsibility of the CFO. Evergreen assists in the collection, documentation and implementation of these proper procedures which can in turn support corporate governance requirements. 

Accounting

 ...Supervising the daily accounting operations of a growing business can be difficult while trying to grow the business at the same time. Evergreen CFO selects and implements fully functional accounting software and can also provide varying levels of accounting personnel to either perform routine functions, or oversee existing staff to ensure the integrity and reporting of accounting data.  

Human Resources

…Evergreen CFO can (1) design the organizational structure, utilizing both in-house and outsourced resources, (2) engage with experienced employment law attorneys and HR consulting firms to assess the needs of a rapidly growing company, (3) assist in the design of employments manuals, job descriptions, and compensation packages and (4) assess the need and quality of the company’s 401-K program and seek to maximize enrollment and investment returns.

Advisory Roles and Boards 

… One of the highest priorities of Evergreen CFO is to be a trusted financial adviser to the CEO. On a consistent, monthly basis, Evergreen CFO reviews all financial results, highlights areas of concern, and makes both short-term and long-term recommendations to the CEO. Creating an Advisory Board to support in strategic decisions for the business owner and management team is also highly recommended. Evergreen CFO will act as the liaison, summarizing the company financial status as needed, with progress reporting, trend analysis, and financial projections. 

Wealth Planning / Succession Planning

…It is imperative that a business owner have a well-defined, professional approach to their own personal and family’s wealth planning, particularly as anticipated liquidity events or exit strategies are realized. Evergreen CFO’s depth of resources and partners in this area are extensive, with exceptional credentials and results.