CFO Advisory Services

Growing businesses need quality financial management just as much as larger companies, but are often unable to afford or attract the experienced professional they need to on a full-time basis. Often, the senior management of these businesses can get consumed by either trying to fill this void themselves or trying to manage inexperienced or inferior internal resources. The results are usually frustrating and prevent the business from realizing its potential. Evergreen Advisors provides outsourced CFO and advisory services for these situations.

In addition Evergreen provides Asset Based Lending Loan examination services to financial institutions.

Services Provided:
Our staff includes professionals who have deep experience in successfully managing the financial and accounting needs of numerous businesses. Evergreen’s CFO and accounting services is a cost effective solution that provides the following services:

  • Financial modeling including Capitalization Tables
  • Operating and Financial Forecasts
  • Budget preparation and monitoring
  • Cash flow projections
  • Financial statement preparation and analysis
  • Asset management and risk analysis
  • Strategic planning and profitability enhancement
  • Negotiations with lenders and creditors
  • Accounting department management
  • Standardized accounting policies and procedures
  • Asset Based Lending Loan examinations for financial institutions

Fees:
Our services are generally provided on a fixed price per month basis for CFO and accounting services. Our asset based lending services are provided on a negotiated basis depending on the scope and complexity of an examination.

For more information about our CFO advisory services, please contact Mark Gretz at 410-997-6000, ext. 234