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Fractional CFO Brochure
1. Does your organization need the expertise of a It takes a professional Chief
professional Chief Financial Officer, but not the Financial Officer (CFO) to
expense? FRACTIONAL CFO is the answer. stay on top of important
financial issues that affect
CFO
your company’s bottom line.
Dave for a $20 million
FRACTIONAL CFO
development,
Lemon, CPA construction and
property management
company.
VP Finance
for two Fortune 500
companies and an
international telecom
start-up.
M&A
Led efforts to close and
integrate 12 deals in
Top 50 MSAs, helping
Dave Lemon is an
grow business from $100
PROJECTS
experienced financial million to $3.5 billion
professional with a over nine years.
diverse background
including Big 4, VP Controller
responsible for all
corporate finance
BUSINESS
financial functions
and corporate audit including management
CFO
VALUATIONS
experience. of 95 employees
in several regional
OUTSOURCING
locations.
Qualifications:
Proven Success
If you need an effective
in both large
• CFO
alternative to a full-time chief
company and start-up
environments.
• Business Valuations financial officer, consider
• M&A Fractional CFO.
“Dave has done an excellent job
• Controller
providing quality valuations for
• FP&A both sellers and buyers.”
FRACTIONAL CFO
• CPA
CFO Outsourcing
–Mike Anderson
Owner
• Big 4 Corporate Ventures, Inc.
&
Business Broker 12020 Shamrock Plaza
• Corporate Risk &
Suite 200
Audit
Business Valuations
“When creating a start-up Omaha, NE 68154
• Sarbanes-Oxley business, Dave provided the
expertise and CFO support I office: 402.778.5198
• Successful Recruiter
cell: 402.679.9680
needed to make responsible
• Bankruptcy
Dave Lemon, CPA
dave@fractioncfo.com
financial decisions. “
Consulting
–Mike Bellamy
• Litigation Support National Sales Manager/ COO www.linkedin.com/in/davelemon
Driveway Financial Services, Inc.
Vehicle Finance Company
www.fractioncfo.com
2. Projects
CFO Outsourcing Business Valuations
• Valuation & Due Diligence:
• Cash Flow Improvement • Contemplating a Sale
Before Listing
• Financial Business Partner with • Gift & Estate Taxes a Business for Sale
Owner(s) & Executive Team
Before Buying a Business
• Generation Transfer
• Prepare Business for Sale
• Acquisition Integration
• Buy-Sell Agreement
• Budgets & Forecasts
• Benchmarking to Peers
• Recommend Every using Sageworks Private
• Month-End Close
3 to 5 Years or After Company Industry Data
& Balance Sheet Reviews
a Significant Event
• Bankruptcy Workouts
• Staff Recruiting & Training
FRACTIONAL CFO
Expert financial guidance at a fraction of the cost.
We're ready to
PROJECTS help your
company put
all the pieces
BUSINESS
together.
CFO
VALUATIONS
OUTSOURCING
Dave Lemon, CPA | FRACTIONAL CFO | 12020 Shamrock Plaza, Suite 200 | Omaha, NE 68154 | dave@fractioncfo.com | www.fractioncfo.com