Strategic CFO Projects
Bring us a major financial decision. We build the analysis, model the options, and work with you on the right plan.
Ask for A Strategic CFO ProjectYou face a challenging business situation.
If you need budgeting, scenario modeling, a clear view of pricing and profitability, or help preparing the business for a sale, the answer requires tailored modeling and a detailed implementation plan, which you receive through a Strategic CFO Project.
You need to compare options side by side
We model an investment, expansion, budget, or change in the business model so you can compare the assumptions, risks, and financial results on the same basis.
You are not sure where your margin actually comes from
We break down profitability by product, customer, or line and model the pricing and cost options, so you can protect margin without undermining growth.
You want to sell one day, but don't know what it takes
We give you a realistic picture of what a sale would involve, what the business could fetch, and what a buyer will scrutinize, so you can decide whether and how to move ahead.
Common Strategic CFO Projects
We agree on the scope, stages, and timetable after reviewing the question, the team involved, and the information available.
Planning and Scenarios
Budgets, Cash Flow, and What-If Scenarios
- An annual budget and a cash flow forecast you can easily keep updated.
- What-If scenarios for growth or contraction, and the effect on profit and cash.
- Cash tested against slower sales, late payment, or a large outlay.
- Early sight of any funding gap, while there's still time to act.
- Decision points for each scenario.
Profitability and Pricing
Margins, Costs, and Unit Economics
- Profitability by product, customer, or channel.
- Cost structure and what is driving changes in margin.
- Pricing and volume scenarios.
- Actions to improve margin without undermining growth.
Taking on a Big Client
Know The True Cost of a Major New Client Before You Commit
- What servicing the client would require: extra capacity, workforce, equipment, and suppliers.
- The extra working capital it ties up, and how to finance it.
- The full cost to serve, and whether the deal remains profitable.
- A clear green-light, negotiate or walk-away, backed by the numbers.
Investment and Scaling
Assess a Major Investment or Scaling Move
- Investment or expansion analysis, with rate of return (IRR), payback, and cash impact.
- What-If Scenarios across growth, cost, and timing assumptions.
- The effect on profit, cash, and how the move is financed.
- A clear recommendation on whether to proceed, and why.
Preparing to Sell
Understanding What a Sale Would Take
- A realistic view of what the business could sell for today.
- What a buyer will scrutinize, and the main gaps to address.
- What a sale process involves, step by step.
- A clear view of whether to start preparing, and how to do it.
At the end of the project, you will leave with:
- A clear definition of the decision, objective, and constraints.
- A review of the numbers and assumptions driving the decision.
- A financial model or set of decision criteria tailored to the project.
- Side-by-side scenarios showing the effect on profit, cash, and risk.
- A clear recommendation and the reasoning behind it, presented to the decision-makers.
- An implementation and review plan you can act on.
Scope, fee, and timetable are agreed before we start.
We first confirm the decision, the information available, and who needs to contribute. You then receive a proposal setting out the analysis, deliverables, timetable, and fee.
Included, depending on the project:
- A first session to define the decision and the outcome you need.
- A list of the data and documents to prepare.
- Analysis of the numbers and assumptions driving the decision.
- 2 or 3 working sessions with you, with input from the management team.
- A final session to present the recommendation and answer your questions.
Excluded unless contracted separately:
- Day-to-day finance work after the project ends.
- Legal, tax, or other regulated advice.
- Deliverables and analysis outside the agreed scope.
Price, payment stages, and timing are included in the individual proposal.
Request a project discussion[Approved testimonial from a Strategic CFO Project client]
Questions about Strategic CFO Projects.
What types of projects can you undertake?
Common ones are budgeting and cash flow planning, pricing and profitability, total real cost of a major new client, deciding on an investment or scaling move, and preparing to sell. If it's a specific financial decision, it can usually become a project.
How do you determine the price of a project?
The fee reflects the complexity of the work, the state of the available data, the timetable, and the deliverables. You see the fee before deciding to proceed, with no open-ended billing.
How much does a typical project cost?
Most projects fall between €2,000 and €3,000. Simpler decisions with clean data sit at the lower end; more complex projects that require preliminary analysis of your numbers sit higher. You will know the exact figure before we start.
How long does a project take?
Timing depends on the complexity, the available data, and how quickly you and your team can provide input. We agree on the stages and timetable before work begins.
Will you work with our management team?
Mostly with you. We keep the working group small, usually just you, and bring in the management team for input where a decision needs it, such as on sales, operations, or costs. That keeps the project focused and the fee contained.
When the work becomes ongoing.
Capital Decisions offers long-term Fractional CFO partnerships for businesses that need regular senior finance involvement.
Explore the Fractional CFO partnershipPlanning an investment, budget, or major change?
Tell us what you are considering, the timing, and what numbers you have. We will tell you whether it calls for a project and what that project would cover.
Discuss the project