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OUR SERVICES

At Unicorn Fractional CFO, we offer a range of strategic financial leadership services to empower entrepreneurs and business owners. Our services are designed to provide clarity and control over business finances while enabling transformative growth.

Financial Strategy &  Planning

  • Crafting and refining strategic financial plans.

  • Setting realistic financial goals aligned with company objectives.

  • Developing financial roadmaps for growth, profitability, and sustainability.

Budgeting & Forecasting

  • Building detailed budgets and cash flow forecasts.

  • Monitoring actual performance vs. budget.

  • Implementing rolling forecasts for agile decision-making.

Cash Flow Management & Optimization

  • Ensuring healthy liquidity.

  • Managing receivables and payables strategically.

  • Advising on working capital optimization.

Financial Analysis & Decision Support

  • Conducting profitability and margin analyses.

  • Performing investment appraisals (ROI analyses).

  • Providing data-driven insights to support business decisions.

Fundraising Help & Investor Relations

  • Helping prepare pitch decks and investment proposals.

  • Engaging with investors, banks, and lenders.

  • Negotiating financing terms and structuring deals.

Reporting & KPI Development

  • Creating customized financial reports and dashboards.

  • Implementing relevant KPIs and performance metrics.

  • Ensuring timely, clear, and actionable reporting to management and stakeholders.

Cost Reduction & Profitability

  • Identifying cost-saving opportunities and waste reduction.

  • Streamlining operations to improve profitability.

  • Advising on pricing strategies and revenue optimization.

Exit Strategy & M&A Support

  • Preparing businesses for sale or acquisition.

  • Performing due diligence and business valuation.

  • Assisting in negotiations, deal structuring, and integration.

Mentorship & Team Development

  • Guiding finance teams to professionalize processes.

  • Mentoring internal staff on financial management best practices.

  • Building and enhancing financial capabilities within the organization.

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