Virtual CFO Services for Business Owners
Our CFO services are designed for business owners using mortgages to fund their ventures and who have complex financial needs. We combine financial strategy with our mortgage expertise to optimise loan structures, boost cash flow, and support growth.
We offer the following services
- Financial Strategy & Forecasting: Create plans with detailed financial models to support mortgage applications and business growth.
- Cash Flow Optimisation: Improve cash flow to qualify for loans, lower interest costs, and free up funds for reinvestment.
- Capital Raising Support: Develop funding strategies, prepare investor materials, and manage negotiations to secure investment or favourable loan terms for commercial property or business growth.
- Investor & Lender Liaison: Manage relationships and communications with banks, investors, private equity funds, and other capital sources, including negotiation of term sheets and conditions.
- Performance Benchmarking: Benchmark business performance to industry and competitors to support valuation metrics and forecast projections.
Our services work hand-in-hand with our mortgage broking skills to optimise complex scenarios, including funding business growth through property investments or managing cash flow across multiple ventures. With no lock-in contracts, we provide expert support to business owners across Australia.
Disclaimer: Any advice provided is general in nature and does not consider your personal financial situation, needs, or objectives. You should consider whether it is appropriate for you and seek professional advice if necessary.
