Strategic CFO Services
Our expert team is dedicated to supporting your company’s financial health and strategic growth initiatives.
Our services are designed to address your business’s comprehensive needs, from treasury and liquidity management to inorganic growth strategies and compliance with funding requirements
Our extensive experience and vast network of banking relationships help your company navigate the complex financial landscape successfully. We are a turnkey CFO solution for your business.
Corporate Development
Our Corporate Development service offers your company the strategic expertise needed for organic and inorganic growth.
Prior to engaging in the M&A process, we provide the analysis to determine the benefits of an acquisition or divestiture. Whether navigating mergers and acquisitions, exploring new market opportunities, or exiting from an asset or line of business, our team works closely with executive leadership to provide analysis and strategies aligned with your growth objectives. This service ensures your company has the financial leadership required to make informed decisions and drive sustainable growth.
Strategic Analysis and Planning: Align financial strategies with business growth objectives, both organic and inorganic.
Financial Leadership: Provide temporary or long-term CFO services to guide your company through critical transitions and opportunities.
Mergers and Acquisitions: Assist with identifying opportunities, due diligence, negotiation, and integration strategies.
Operational Efficiency: Optimize financial operations to support growth and improve profitability.
Treasury Services
Companies with more complex operations and greater exposure to financial risks turn to Greenwood Capital Advisors for dedicated treasury services.
To keep your company healthy and growing, Greenwood Capital focuses on multiple areas that will keep you operationally sound. In addition to hedging strategies and diversification of your investments, we’ll help you manage banking risk and monitor changing market conditions. Wrapping it all together, you can trust Greenwood to develop and implement rigorous risk management policies and procedures to protect you for the long haul ahead.
We can help your organization effectively manage risk and limit your exposure through the following treasury services:
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Cash management
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Managing debt and financing
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Investment management (short-term and long-term)
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Foreign exchange risk management
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Insurance management (property damage, liability claims, employee injuries)
Financial Planning & Analysis
Complementing controller and treasury functions, financial planning and analysis (FP&A) is critical to giving senior management precise forecasts of a company’s profit & loss, as well as its operating performance for the next quarter and year. In providing FP&A services to your organization, Greenwood Capital Advisors will keep you on strategy and on track to achieving your corporate goals.
FP&A services on offer at Greenwood include:
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Budgeting and forecasting (via static and rolling forecasts), with attention to variance to plan.
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Decision support via historical financial analysis, variance explanations, updated forecasts reflecting risks and opportunities to the current plan, and key performance indicators (KPIs).
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Special projects, such as process optimization, market research, and capital allocation.
Investor Relations
Our Investor Relations service is tailored to both public and private companies seeking to enhance their engagement with investors. Without a dedicated IR professional, this critical function often falls on the CFO or senior finance team members, who may lack the specialist knowledge to develop a best-in-class IR program. Our service provides a strategic approach to investor communications, ensuring transparency, consistency, and professionalism in how your company’s performance and prospects are presented.
IR Strategy Development: Craft a comprehensive IR strategy that aligns with your company’s objectives and investor expectations.
Financial KPIs: Develop and communicate consistent financial KPIs, making them accessible to all shareholders for fair and accurate company valuation.
Annual Reports and Shareholder Meetings: Prepare and present annual reports, organize investor meetings, and facilitate effective communication channels between management and investors.
Capital Raising Support: Provide critical support and consistent messaging during Capital Raises and subsequent investor activities to properly communicate and manage expectations.
Benefits for Private Companies:
Our Strategic CFO Services are designed to provide your company with the strategic insight and professional support needed to navigate financial challenges and capitalize on opportunities. Contact us to discover how we can assist in driving your company’s success.
Sophisticated Investor Engagement: Adopt a more sophisticated approach to investor engagement, catering to diverse stakeholders, including private equity, retail investors, lenders and debtholders.
Enhanced Disclosure: Leverage the flexibility in disclosure levels to provide detailed forward projections and operational insights, crucial for informed decision-making and strategic alignment.
Strategic Feedback Loop: Establish a two-way communication channel with shareholders, ensuring alignment on strategy and reducing the risk of misalignment.
1131 4th Ave S, Unit 230
Nashville, TN 37210