fractional cfo

An Overview of Search Fund Accounting and How a Fractional CFO Can Assist Search Fund Entrepreneurs and Investors

October 18, 2022by Ravix Group
A search fund is an investment vehicle used to raise capital to support specific operators in search of a business to acquire. Search fund accounting involves the financing, recordkeeping, and due diligence that goes along with this process. More importantly, post-acquisition, newly minted entrepreneurs  often rely on seasoned accounting executives to guide them through their...

Why Should Startups Hire a Fractional CFO?

April 4, 2022by Ravix Group
Fractional CFOs, part-time CFOs, on-demand CFOs…whatever you may call them, a fractional CFO is a valuable asset to your startup. Whether you need early funding assistance or guidance for your IPO, hiring an outside finance executive with years of experience can fill a gap or provide fresh perspective for your business. At Ravix Group, you’ll...

What Is a Fractional CFO & What Do They Do?

April 4, 2022by Ravix Group
When you hire a fractional CFO, you gain access to executive guidance without the salary and employee benefits associated with hiring in-house resources. With cloud-based bookkeeping and advanced technology, even small companies can afford fractional CFOs. A fractional Chief Financial Officer in the San Francisco area can guide your startup or established company through specific...

Rightsizing Your G&A

September 26, 2022by Ravix Group
Penny wise and pound foolish. That’s a term you hear tossed around regularly. For those unfamiliar with it, we are referring to those who cautiously save a little money on one thing while wasting a lot of money on something else. Here’s an example: you open a credit card just to get the discount, and...

Planning & Forecasting

September 22, 2022by Ravix Group
Tips to Getting It Right (and Avoiding Common Mistakes) Planning is imperative for any situation, but financial planning requires a certain fluidity and finesse. Without solid preparation, lack of direction will cause a manageable situation to devolve into loss and crisis. What good planning consists of: Lucid communication Peer engagement Consistent methodology Successful plans must...

IRC 409A Perspectives: How It Impacts Employee Stock Options

September 19, 2022by Ravix Group
IRC 409A became applicable to employee stock in 2005. It triggered a need for private companies that grant stock options to have their common stock valued approximately once a year. Ravix Group and our partners can provide valuation and outsourced accounting services to startups and other businesses implementing or re-evaluating their stock valuation strategies. What...

Financial Due Diligence Checklist for Your M&A

September 14, 2022by Ravix Group
Don’t Let Essential Financial Tasks Fall Through the Cracks If you’re involved in mergers and acquisitions, it’s more important than ever to button down your financial due diligence process. An outsourced controller or fractional CFO companies can bring expertise and an outside perspective to your current reporting processes. During an M&A, you’ll want to take...
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Suite 331
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1871 The Alameda
Suite 331
San Jose, CA 95126

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