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CFO Assessment + Advisory Services
CFOptimize
Our CFO-level professionals efficiently examine your financial framework and identify overlooked risks and opportunities. We provide a clear roadmap that can unlock hidden revenue and optimize your business for the future.
When does a CFO assessment make sense?
You're planning to raise investor capital, obtain bank debt, or may sell the business in the next few years...
Bringing in a fresh set of eyes now to review your books and records through an experienced lens can eliminate blind spots, shortcut the process, and increase your likelihood of success.
Your back-office team has been doing the same things the same way…
Industry best practices and technology are advancing at warp speed. Chances are that your systems and processes are due for a tune-up that can save you real time and money.
Your company has changed, grown rapidly, or cash flow is disrupted...
What got you to this point could end up underserving you in the future.
You haven’t tapped into all of your available tax incentives…
Your cash flow, runway, and due diligence readiness are at stake - let’s map out the solution now that leads to your optimal outcomes.
“If we didn't have SPRCHRGR's expertise, I think we would potentially be exposed when it came down to due diligence. Believe me when I say SPRCHRGR was one of those decisions we got right.”
Gareth Hosford
CFO & COO | OMORPHO
“SPRCHRGR has been very creative in helping us think through not only our financial projections but also how we think through all the data and metrics we have to make smarter choices…it’s not just the time savings…it’s the expertise that helps bolster your business.”
Patricio Utz
CEO, Co-Founder | Abstract
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Gareth Hosford
CFO & CEO | OMORPHO
Discovery meeting
Secure access + analysis
meet our team
"Armed with a clear roadmap tailored to your goals, you can prioritize initiatives that save you time, frustration, and missed opportunity."
Patrick Sergott
Partner & CFO
Supercharge your operations + opportunities
Technology Companies
Professional Services Firms
Inventory-Based Businesses
Multi-entity Enterprises
Startups
Nonprofits
Small to Midsized Businesses
And more...
Our latest insights
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You're hiring top-tier talent architects, engineers, and project managers. You're investing in their development, offering competitive salaries, and yet, y...
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Your A&E Talent Strategy is Broken If Your Top People Are Doing This...
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Billing Bottlenecks Are Starving Your Business — Here’s the Fix
The work is done. The hours are logged. But somehow, the money still isn’t flowing in. Billing delays aren’t just frustrating — they’re dangerous. Cash flo...
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No More Flying Blind on Projects & Profit: Real KPIs for Real Decisions
You’ve got mountains of project data. Financial reports. Utilization rates. Backlog. Pipeline. But somehow, no one on your leadership team can answer: “Are...
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Stop Guessing Your Cash Flow – Start Controlling It in Real Time
You’ve landed that big client. Your backlog is strong. Yet, every time payroll comes around, you feel that familiar pit in your stomach. Why? In the A&...
ARTICLE
A Transaction Readiness Mindset - 9 Things To Know (Before You Go) Through Due Diligence
Transaction readiness isn't something you start when buyers appear; it's a strategic mindset that should begin years before considering an exit. Without pr...
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Futureproof Your Business Exit Strategy: The 11-Step Framework for Savvy Sellers
Whether your exit timeline is six months or six years away, this 11-step framework is designed to transform your business into a premium asset with strateg...
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Exit Like an Expert: How Sellers Can Avoid 5 Common Exit Deal Pitfalls
With decades of experience guiding middle-market CEOs through business exits, I've witnessed firsthand how the difference between a successful transition a...
Technology Solution
ERP System Conversion Boosts Operational Efficiency for Multi-Location Medical Services Franchise
A medical services business has been rapidly expanding into new locations and is franchising into new markets across the country. The already complex + gro...
Technology Solution
Bespoke Middleware Solution Optimizes Accounting Workflows for a Nonprofit, Saving Labor Costs
An extracurricular youth education program transitioned to an industry-niche membership management platform, leaving it with frustrating limitations. The b...
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Get CFO clarity to identify bottlenecks, mitigate risks, and leverage untapped revenue hidden in your numbers.
Armed with a clear roadmap tailored to your goals, you can prioritize initiatives that save you time, minimize frustration and avoid missed opportunity.