Financial Services

Part-Time CFO/CFO Coaching

With 30+ years of financial experience, we can bring you senior financial management on an as-needed basis for your company. TheJacksonGroup provides companies part-time expertise in finance, accounting, strategic planning and other diverse management projects. We work at a senior level, counseling management and guiding existing staff toward the solution of complex financial problems and the development of improved management systems.   Some small – to medium sized companies may need a CFO but are not in a position to hire a full-time position.  As a part-time CFO, our services can be arranged for a few hours a month or for several hours each week, depending upon the needs and budget constraints of the client.  TheJacksonGroup  performs 99% of the work at your office using your computer system and working with your staff.  We will train your staff on the proper accounting methods and evaluate your internal controls.

In addition to serving as a sounding board to the business owner, consultation on an exit strategy, and serving on the company’s Advisory Board, TheJacksonGroup can provide the following services:

  • Preparation of accurate and timely monthly financial statements
  • Preparation of monthly budget comparisons
  • Financial forecasts
  • Recommendations on areas for improvement or future growth
  • Improve collections of accounts receivable
  • Inventory control and management
  • Recommendations on how to reduce overhead
  • Prepare loan packages
  • Prepare business plans
  • Meetings with the lenders with or for the owners
  • Internal control improvement and implementation
  • Supervision and development of the accounting staff
  • Coordination of tax-return preparation with the tax & audit CPA

Working with TheJacksonGroup can improve the profitability of your company if it is hampered by limited financial expertise, weak accounting practices or unclear strategic planning. Companies operating without the guidance of an experienced CFO may not be reaching their maximum potential.

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Business Valuations

There are several reasons to have a business valuation performed by the TheJacksonGroup such as the following:

  • Estate and Gift Tax Planning
  • Buy/Sell Agreements
  • Partrnership/Shareholder Disputes
  • Marital Dissolutions
  • Bank Financing
  • Mergers, Acquisitions or Divestitures
  • Personal Financial Planning
  • Succession Planning

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Acquisitions/Divestitures

There are many ways to increase a company’s growth and profitability.  Acquisitions/Divestitures is one strategy to accelerate a company’s growth and profitability.  Mergers and acquisitions can serve as a catalyst to increase market share and revenues.  The divestiture of a poorly performing division or operation will enhance cash flow while serving to improve profitability not to mention the reallocation of managements’ time to more profitable operations.  TheJacksonGroup can assist in the selection of an acquisition candidate, oversee due diligence, perform the business valuation and negotiate the deal.  Likewise, TheJacksonGroup can perform a valuation on the operating division to be divested, source a potential buyer and negotiate the sale.

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Budgeting/Forecasting

By aligning budgeting/forecasting with corporate strategies companies are able to maximize return on investment and improve shareholder value. TheJacksonGroup can either prepare the budgets and forecasts along with variance analysis when compared to actual results or train the company’s staff how to prepare these important financial tools.  Budgets are generally flexible budgets covering both financial and capital budgets for the upcoming fiscal year. Forecasting can be long-term, balance of the year or rolling forecasts as deemed necessary based on the business.

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Financial Services

Part-Time CFO/CFO Coaching

With 30+ years of financial experience, we can bring you senior financial management on an as-needed basis for your company. TheJacksonGroup provides companies part-time expertise in finance, accounting, strategic planning and other diverse management projects. We work at a senior level, counseling management and guiding existing staff toward the solution of complex financial problems and the development of improved management systems.   Some small – to medium sized companies may need a CFO but are not in a position to hire a full-time position.  As a part-time CFO, our services can be arranged for a few hours a month or for several hours each week, depending upon the needs and budget constraints of the client.  TheJacksonGroup  performs 99% of the work at your office using your computer system and working with your staff.  We will train your staff on the proper accounting methods and evaluate your internal controls.

In addition to serving as a sounding board to the business owner, consultation on an exit strategy, and serving on the company’s Advisory Board, TheJacksonGroup can provide the following services:

  • Preparation of accurate and timely monthly financial statements
  • Preparation of monthly budget comparisons
  • Financial forecasts
  • Recommendations on areas for improvement or future growth
  • Improve collections of accounts receivable
  • Inventory control and management
  • Recommendations on how to reduce overhead
  • Prepare loan packages
  • Prepare business plans
  • Meetings with the lenders with or for the owners
  • Internal control improvement and implementation
  • Supervision and development of the accounting staff
  • Coordination of tax-return preparation with the tax & audit CPA

Working with TheJacksonGroup can improve the profitability of your company if it is hampered by limited financial expertise, weak accounting practices or unclear strategic planning. Companies operating without the guidance of an experienced CFO may not be reaching their maximum potential.

Back to top

Business Valuations

There are several reasons to have a business valuation performed by the TheJacksonGroup such as the following:

  • Estate and Gift Tax Planning
  • Buy/Sell Agreements
  • Partrnership/Shareholder Disputes
  • Marital Dissolutions
  • Bank Financing
  • Mergers, Acquisitions or Divestitures
  • Personal Financial Planning
  • Succession Planning

Back to top

Acquisitions/Divestitures

There are many ways to increase a company’s growth and profitability.  Acquisitions/Divestitures is one strategy to accelerate a company’s growth and profitability.  Mergers and acquisitions can serve as a catalyst to increase market share and revenues.  The divestiture of a poorly performing division or operation will enhance cash flow while serving to improve profitability not to mention the reallocation of managements’ time to more profitable operations.  TheJacksonGroup can assist in the selection of an acquisition candidate, oversee due diligence, perform the business valuation and negotiate the deal.  Likewise, TheJacksonGroup can perform a valuation on the operating division to be divested, source a potential buyer and negotiate the sale.

Back to top

Budgeting/Forecasting

By aligning budgeting/forecasting with corporate strategies companies are able to maximize return on investment and improve shareholder value. TheJacksonGroup can either prepare the budgets and forecasts along with variance analysis when compared to actual results or train the company’s staff how to prepare these important financial tools.  Budgets are generally flexible budgets covering both financial and capital budgets for the upcoming fiscal year. Forecasting can be long-term, balance of the year or rolling forecasts as deemed necessary based on the business.

Back to top