VCI’s 3-Stage Process

Supporting CEOs with Winning Strategies All The Way to Your End Game

VCI’s collective resources and experiences become immediately available to you upon engagement. VCI’s 3-Stage process is custom tailored to ensure that the end result is a corporate finance function that adds value to the decision making process.

  • Stage 1

    Objective Financial Analysis

  • Stage 2

    Tactical Engagement for Profit-Focused Growth

  • Stage 3

    Value-Centered Transactions

Stage 1

Objective Financial Analysis: Getting your financial house in order.

The VCI process starts with immersion into your current financial practices, staff and culture. Your CFO’s objective assessment of strengths and challenges will yield recommendations for value creation and corrective action — coupled with a ten-year financial model that typically becomes the basis for developing strategic goals and implementing related tactics.

Timewise: in Stage 1 your VCI CFO is embedded in your business one day per week for 3 months.

ANALYSIS FUNCTIONS INCLUDE

  • We start with an Executive-level assessment of your financial statements: VCI’s CFOs have the skills needed to go behind the numbers to understand the individual drivers that impact the financial results.
  • We will have multiple CEO/CFO drill down sessions on financial reports, cash flow planning, key performance indicators (KPIs), corporate necessities, covenant requirements and financing options.
  • We will develop action plans around two corporate finance priorities that need immediate attention. For example: develop an incentive compensation plan, and determine overhead rates and incorporate into pricing structure.
  • A key deliverable is the creation of forward looking financial statements using multiple scenarios; we tailor the model to each client’s needs, but strongly recommend a ten-year model.

Stage 2

Tactical Engagement for Profit-Focused Growth: You’ve set the course. Now stay the course.

Having established your baseline path to value, Stage 2 of the VCI process ensures ongoing adherence to that plan. Through ongoing organization and consistent monitoring, your VCI CFO steers the management of all accounting and finance functions with a consistent CFO-level focus on business strategy and forecasting.

Timewise: In STAGE 2 your VCI CFO will be in your business’s financial environment one day per week plus outside engagement as needed.

TACTICAL ENGAGEMENT FUNCTIONS INCLUDE

  • Comprehensive cash flow management
  • Operational profitability reviews (closeout reporting, quote-to-actual analysis, gross margin review, etc)
  • Controllership: monthly results analysis, discussion, process improvement
  • Pricing and purchasing
  • Deal structuring
  • Contract negotiation with customers and suppliers
  • Treasury risk management
  • Investor strategies, including calculation of enterprise value and exit strategy and planning

Stage 3

Value-Centered Transactions: VCI-CFOs understand that smart transactions create generational value.

Not only do we understand that, we’ve done it. When the time is right, VCI will manage, facilitate and drive all aspects of your business transaction. From growth through acquisition, to enhancing margins through divestitures, to an outright sale of your business, VCI’s CFOs ensure that your transaction is a smart transaction.

Timewise: Varies according to individual objectives and transactions. Examples of VCI client STAGE 3 process timelines are available upon request.

TRANSACTIONAL SUPPORT FUNCTIONS INCLUDE

  • Counterparty identification
  • Pre-Letter of Intent assessment and valuation
  • Deal structuring
  • LOI negotiation
  • Due diligence management
  • Closing and related funding
  • Post-closing transition
  • Integration support
  • Earn-out management

Ready to Realize Your Company’s Full Potential?

Schedule a Call or Consultation with VCI’s CFO Strategists Today.

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