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We've helped start-ups and small businesses in diverse industries and corporate cultures. Let us now help you.

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Getting this start-up ready to raise capital | Interim-CFO

JNM Advisors has consulted Latido from the very beginning, advising the Founder on a variety of areas.

  • Reviewed and advised on changes to financial projections and business plans.

  • Developed financial projections, confirming pricing, costs assumptions and key metrics with market data and vendors’ proposals.

  • Evaluated corporate structure and advised on changes needed to increase the company's value.

  • Drafted business presentations and teasers.

  • Developed the capital raising plan.

  • Prepared client to meet with potential investors, made introductions to prospective investors and accompanied client to investors’ presentations.

  • Advised on pre-money valuation and how to articulate such valuation to prospective investors.

  • Worked with CEO in the development of the operating plan and overall strategy.

  • Secured contract with tier-1 law firm to represent client.

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BUSINESS HEALTHCARE & SAFETY

Helping client turn the company on to a path of profitable growth

JNM Advisors LLC was asked to help BHS significantly increase the business profitability and train its managers to run their sites with financial acumen. We are in the early stages of this engagement and are excited to work with such a team of driven, high caliber professionals.

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  •  Drafted the process to build a re-vamped strategy and an operating plan that ties into such strategy.

  • We also started initiatives to develop the strategy, operating plan and drive improvements across the operation.  These initiatives include:

  • Evaluate the current service offering to see where and how much value is being created for clients.

  • Perform in depth financial analysis to identify profitability at the customer and site level.

  • Develop a database of market intelligence to do SWAT analysis, and make decisions on pricing and comp.

JNM Advisors was engaged as a fractional CFO to evolve the company’s finance infrastructure to support a significant expansion and explosive growth into new markets.  The key priorities were to develop an enhanced accounting and financial reporting process, develop weekly reports that track cash and KPIs at the client level, improve the finance staff level of expertise, and develop an improved budget model and process.

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The assignment kicked off with a discovery session to review the current financials, the technology stack, operating processes, and the level of in-house expertise in accounting and FP&A.  The focus was to increase visibility on the financial health and operating performance of the company.

DIRECT RESPONSE 
Personal Health Products

Drafting the operating plan for significant expansion

  • Drafted outline of operating plan to achieve the 5-year growth targets, including market segmentation, organizational chart, hiring plan, and go-to market strategy.

  • Researched sales of comparable companies over the past 15 years and developed estimated valuation for current state and potential under verious growth scenarios.  Established operating metrics (KPIs) to benchmark the company’s current operations against industry averages and to establish 5-year targets. 

The work plan covered a wide range of activities, including the following.

  • Developed new weekly and monthly financial reports with KPIs and other essential information at the site and client level.  Full P&Ls by office and client are now available. 

  • Developed and implemented new processes to produce the weekly cash/sales reports and a “new” monthly operating review.

  • Designed a new chart of accounts to track all necessary data that fit the business needs, including KPIs at the site and client level.

  • Reclassified 2019 and 2020 financials to the new chart of accounts to better understand trends in volume, pricing, and operating expenses.  The insight gained from these trends was essential to building the budget for 2021.

  • Reviewed the existing technology stack (Avionte, ADP, QuickBooks, SaasAnt) and implemented links to automate data transfers.

  • Developed and implemented new accounting (cash to accrual) and closing processes.

  • Developed a budget model that shows how to best scale the business through sensitivity analysis, modeling the impact of opening new offices, adding clients at various price levels, and staffing options.

  • Recruited and trained finance staff to run the new accounting, financial modeling and reporting processes.

Fractional CFO solutions

As your business grows we can help you take your company to the next level
Strategy & Budgets

We can simply act as a sounding board or provide guidance every step of the way.

Financial Planning & Analysis

KPIs and financial analysis to see what drives efficiencies. Make smart decisions on pricing, CAPEX and expenses.

Grow your profits.

Financial Projections

Tailored-made financial projections to estimate how much cash you need, when you need it.

 Know your ROI.

Financial Modeling

Expert financial modeling to help you explore scenarios and see how to best scale the business.

Capital Raising

We can help you map out the capital raising plan, write the teaser, business plan and the investor

presentation.

Get the capital you need.

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