Practice Group: Financial Planning and Analysis

The Financial Modeling and Analysis Practice Group is focused on strategic business and financial modeling for companies spinning off business units or involved in mergers and acquisitions. Check out the practice page to learn more about the people who serve this area, the services that CFOs2GO provides to global companies, and client success stories. 


 

The Issue – Summer 2016

“Advanced Financial Analysis”

In this issue, Chris discusses various tools and techniques that financial analysts, managers, employees, customers, vendors and bankers use to assess the financial health of a company and where it’s going that may not be apparent in the reading of the traditional Income Statement and Balance Sheet. A fictitious case history is included to illustrate the point. Have questions or need further assistance? Chris’s contact information is listed in The Issue – Summer 2016. Read More

The Five-Year Business Plan: Using It to Sell Your Startup!

In this blog, Michaela discusses the importance of a five-year business plan for a startup and how it is a valuable asset that can act as an internal road-map for management decision making and serve as the basis for supporting your pitch to investors about future growth prospects. Read More

The Issue – February 2016

Making Financial Management Assessments Quicker, More Reliable and Easier to Deploy.
In this issue, Managing Partner and Founder of CFOs2GO, Bob Weis uses the analogy of scripted opening plays in a football game to discuss the value of having a scripted financial management assessment as an opening sequence for new clients; resulting in an accelerated assessment and implementation. Read More

Non-Profit Workshop

Jess Gutierrez, CFOs2GO Partner and NPO Practice Leader and Sarah Johnston, CPA co-present “Nuances of NPO Accounting” to a sold out audience in San Jose. Read More

BURR PILGER MAYER, CFOS2GO AND EULER HERMES HOSTED ECONOMIST DAN NORTH

Coffee & Conversation: A 2016 Economic Overview with Dan North. Euler Hermes’ Dan North, Chief Economist for North America, presented his analysis of current events globally and how our markets may be affected in the next year. Read More

What is the Right Level of Financial Leadership in a Rapidly Growing Business?

In this blog, Bob builds on his previous blog “Is it Time to Hire a CFO?” and addresses the full range of financial leadership and accounting positions between bookkeeper and CFO that can be required when a company is experiencing the dynamics of growth. He goes further into commenting on financial titles and to what businesses they are relevant to. Read More

Making Sense of Bitcoin

CFOs2GO’s Mergers & Acquisitions Practice, Michaela Gifford, is an experienced financial leader, working with firms in the U.S. and Japan. In this blog, Michaela introduces Bitcoin, the vague, yet fast-growing medium of exchange. She discusses the growing popularity of Bitcoin, and other virtual currencies and the impact they are having on government sponsored currencies and financial transactions. Read More

Post Merger Integration: Why a Conduit is an Essential Part of Success

New Partner and co-leader of CFOs2GO’s Mergers & Acquisitions Practice, Michaela Gifford, has successfully guided businesses worldwide as a financial leader, working with firms in the U.S. and Japan. In this blog, Michaela shares her thoughts on post-merger execution and integration, which are the most critical elements leading to the success of a transaction. She discusses the plans, risks and various scenarios that along with the strategy to help move things along. Read More

The Electronic Payments Series: No. 1 – A Challenge for Banks

Much like the dramatic changes impacting the taxi industry driven by ride sharing “brokers” such … Read More

Press Release: Michaela Gifford joins CFOS2GO

CFOs2GO welcomes Michaela Gifford as Partner to lead our Financial Planning and Analysis (FP&A) practice group. Michaela brings over 12 years of strategic planning, corporate development and modeling expertise to CFOs2GO. She has successfully guided businesses worldwide as a financial leader, working with firms in the U.S. and Japan. She applies extensive language proficiency, financial modeling and analysis expertise to implement plans across multi-cultural environments, realize revenue growth and connect corporate teams in Europe, Asia, Australia and North America. Read More