Strategic Advisory

Comprehensive CFO Services for Complex Needs

Sensitivity Analysis & Scenario Planning

Sensitivity analysis examines how different variables impact your financial outcomes. By changing one or more financial inputs—such as revenue growth rates, cost structures, or interest rates—we help you understand how these changes affect key performance indicators (KPIs) like cash flow, profitability, and liquidity.

Debt & Financing Strategy

One of the most critical aspects of a company’s financial health is managing debt and financing effectively. At Sage CFO Group, our CFOs offer expert guidance to help businesses develop a robust debt and financing strategy that ensures both long-term stability and short-term liquidity. Whether you are looking to secure funding for growth, refinance existing debt, or optimize your capital structure, we provide the strategic insights needed to make informed decisions. 

Cost Management & Efficiency

Systematic cost control and efficiency improvements can be crucial for businesses looking to maximize profitability and maintain competitiveness. 

Succession Planning

CFOs can play a significant role in succession planning, helping businesses transition smoothly in leadership and ownership changes, whether through family succession, buyouts, or sales. 

Technology & System Implementation

Advising on or overseeing the implementation of financial systems or accounting software upgrades to improve the business’s overall financial reporting and efficiency. 

Due Diligence for Acquisitions

If your clients are involved in M&A activity, a CFO can help with financial due diligence, evaluating the financial health of potential acquisitions, and managing post-acquisition integration.

Benchmarking Against Industry Standards

Offering clients a comparison of their financial performance against industry peers to provide insight into how they stack up in terms of profitability, cost structure, and financial health. 

Strategic Advice & Guidance

As a trusted partner, we provide ongoing strategic guidance to help you grow your business. From optimizing resource allocation to translating growth ideas into actionable financial models, our team is here to support your long-term success. 

Transaction Support

Major transactions like fundraising, mergers, acquisitions, or exit planning require careful financial management. We provide the expertise needed to execute these transactions successfully and achieve the best possible outcome. 

Capital Planning & Risk Mitigation

Prepare for critical junctures in your business with expert guidance on funding options and capital planning. We also help identify and mitigate financial vulnerabilities to safeguard your business’s future.

Investor Relations & Financial Reporting

Our CFO team crafts comprehensive financial reports and presentations to keep your investors informed. Whether you’re preparing for a capital raise, M&A event, or exit strategy, we produce the materials needed to build investor confidence.

Turnaround Management

When the going gets tough, our team gets going. Whether it’s cash flow optimization or stabilizing operations, we’re here to help you navigate through challenging times with effective turnaround strategies.