Fractional CFO
For owners who want the numbers before they commit to a new market, a product or a bigger team. Alehar runs your finance function, or extends the team you already have, month to month.
What we hear
Alehar's FP&A and financial modeling work covers budgeting, rolling forecasts, budget against actual each month, scenario planning and decision models for a new location, product, market, price or customer. It is part of Corporate Finance as a Service, Alehar's monthly finance function.
“The board has asked for a budget, and we have never had to build one before.”
Usually starts when a board, an investor or a lender asks for a plan for the first time.
Alehar builds the budget from the drivers that move your business, such as customers, pricing, headcount and costs, rather than last year plus a percentage. Each assumption is written down so the board can challenge it. Every month the actuals go against the budget, and the forecast for the rest of the year is updated.
“We're weighing a new market or a new product, and we want to see the numbers before we commit.”
Usually comes with a new location, product or market, a key hire, a price change or a big customer asking for terms.
Alehar builds a model for the decision, tied to your profit and loss, balance sheet and cash. It shows what the move costs, when it pays back and what happens if sales come in lower. You see the cases side by side before you commit the money.
“Our finance team is tied up in the new system, and the forecast has fallen behind.”
Usually starts with an ERP or accounting system rollout, or when the finance manager leaves.
Alehar takes over the forecast, the budget review and the models while your team finishes the rollout. The work runs on your current numbers and moves onto the new system once it is live. Management keeps its monthly view, and the team is not pulled off the project.
The engagement
A partner, a complete team, no lock-in, and support for the next raise or exit when it comes.
One partner owns your finance function. They work alongside the people you already have, and take on what your team does not have the capacity or the experience to run.
Behind the partner is a team from analyst to executive, drawn from private equity, investment banking and strategy consulting. Reporting, planning and transaction preparation are covered without adding headcount.
The engagement runs monthly and can be ended at any time, without penalty. You pay for a senior finance function, not for the cost of building one.
Alehar advises on fundraising, debt and M&A, and brings a network of venture, private equity and corporate investors. When the next step comes, the people who have run your numbers run the process.
Tell us how we can support you.
We're excited to connect with you and know more.
What we offer
Historical Performance
By reconciling your historical and current performance and putting in place critical financial processes and systems
Optimization
By analyzing your financial performance to identify quick and easy actions to save costs and improve working capital management
Financial Planning
By working closely with you to do short and long-term financial budgeting, forecasting and modeling different scenarios.
Growth and Expansion
By supporting you in the assessment of the ROI and feasibility of potential growth initiatives for your company.
Investment Readiness
By working backwards from your target (debt/equity investment, partial sale, full sale) to identify the changes needed to get your company ready.
How we work the planning problem
A three-statement model of profit and loss, balance sheet and cash, built from customers, pricing, headcount and costs. The assumptions sit in one place, so anyone can see what the plan depends on.
A base case, a slower case and a stretch case for the new location, product, hire, price or customer. Pro formas show what each choice does to profit, cash and borrowing, and where it stops making sense.
Actuals against the budget each month, with the gaps explained and the rest of the year reforecast. The model grows with the business, so the next decision starts from numbers you already trust.
Client stories
Sectors where one decision needs a model
Some services described on this page may be regulated activities in certain jurisdictions. Alehar provides services only where legally permitted. See our Disclaimer.
Perspectives on corporate finance, fundraising, and M&A, from the Alehar team.
