The cfo centre corporate profile

Alan Sharfman, Director

“Some day all businesses will have a part-time CFO…”

part-time CFOs for ambitious businesses

Racing Forward… But where is your business really going?


The concept of the CFO Centre is to provide the skill sets of experienced Chief Financial Officers of large corporations to the small and medium sized enterprise (SME) sector, allowing all organisations to now benefit from the expertise of a highly experienced Chief Financial Officer without incurring the expense of hiring someone full-time.

The CFO Centre is committed to helping Australian businesses maximise profits, realise their goals, work through complex financial situations and offer support for, or even take away completely, the running of everyday financial management. Every one of our Chief Financial Officers is used to “getting their hands dirty” and has live experience working as a CFO with specific knowledge of core sectors such as retail, professional services, technology, media, telecoms, financial services, manufacturing, mining, agriculture, distribution, travel and leisure, recruitment, FMCG, charities and many more. Our CFO's are not just number crunchers, they work hand in hand with our clients on finance issues and wider strategic activity. We manage our clients` entire finance function, understanding that their currency is time and money.

DIRECTOR Alan Sharfman

With more than 20 years experience as a Corporate CFO, Financial Director and Audit specialist, Alan has had extensive exposure to numerous industries and businesses in both Australia and South Africa. Having all the necessary tools and expertise of a high-level CFO, Alan`s core service offering is in the providing of virtual and part-time CFO services using an operational, strategic and business services model. He focuses on providing commercial and financial solutions to growing companies undergoing change. Using a unique 12 Step Model, his value-added service results in improved income generation, higher profits, increased equity value, process improvements and cash accumulation. A results driven approach is offered in finding solutions to the following common commercial frustrations-: "We have record profits but no money in the bank" "We are growing rapidly but have funding concerns" "We do not have frequent and reliable financial information" "I do not know what the next 6/12 months will bring , we have no budget" "My external accountant is only worried about tax, he works for the ATO" "Banks want information that I do not have" "I have no free time, I am stressed" "We have no exit strategy“

Specialities: • Implementation of Profitable growth and exit strategies • Advanced CFO and strategic consulting skills • Detailed Business and Diagnostics review • Transparent Financial reporting • Effective Treasury/Cash flow management • Collate and manage business unit KPI`s, drivers and measures • Budgeting and Forecasting expertise • Analysis of business performance providing profitable solutions • Operational and internal control expertise • Board and advisory skills • Chair of high level distribution and service provider network

Our Unique Approach (The 12 boxes framework)

Strategic Planning

Define Strategic Activities & Exit Planning

Risk Assessment Implementation

Timetable Strategic Funding

Internal Controls Profit Improvement Cash-flow Management

15

% o

f time

Compliance Reporting

Business Support

Tax Planning & Legal Issues Outsourcing Banking Relationship

15

% o

f time

7

0%

of tim

e

Money

Operational Skills

Reporting

Time


The Path of Growth

Business Growth

Basic Investments

Tools Premises

Time

Further Investments

Position Sales Channels

Team Systems

Succession

Larger Investments

Scale Skills

Corporate Structure

Frantic Excited Scared

Rewarding Good times

Exciting

Proud

Stressful Lonely Painful

Time

Stressful Lonely Painful

Up to $2m From $2million up to $50million


CFO Role

Delivering financial control • Unique ‘12 boxes’ approach • Tangible measures; reviews and work plans

Developing our clients’ people • Transferring skills to finance team

Sharing our knowledge • With our clients

• Board and senior management team • Owner/entrepreneur/managing director

• Across our team capturing over 2,000 years experience

Team approach • Through our team of CFO’s • Selected distribution partners


Our CFO’s

Qualified from one of the major Australian accounting bodies

Experienced and high-level CFO

Large and small company experience

Non-finance board experience

Entrepreneurial managing director

‘Barbecue test’ culture

Some day all businesses will have a part-time CFO


Our Products… 3 levels of service; financial expertise for every business.


Operational financial support for companies under $2million turnover

‘Product’ and remote based approach


Strategic financial advice for fast growing businesses with $2 to $50million turnover

Core product offering


An additional, experienced resource for larger corporate organisations with a turnover

of $50million plus

Peer CFO – ‘I need another me’


Reassuring Experience


Testimonials… What do our clients really say and think?


“The CFO Centre greatly supported our business with financial advice and guidance. They assisted us with the further development of our daily cash flow systems and the management of our liquidity position. We found them to be highly professional, courteous and very knowledgeable. Their expertise assisted our company with the analysis of financial data and the cementing of the financial direction of the business.” Daniel Smolenaars, MD Laser Sale

"Alan Sharfman has been a very valuable resource for us at Amplifier Agency. We were experiencing rapid growth and the growing pains that go along with it, and Alan stepped in as a virtual CFO and was able to assist us in a number of key financial and strategic areas. In addition to providing insight into how best to manage the growth and structure of our enterprise and leverage our unique platforms, he also connected us with key industry investors and clients, which has helped us considerably in moving to the next stage of our business development. Alan consistently adds value and I look forward to our continuing fruitful business relationship. I highly recommend Alan and the CFO Centre and greatly appreciate his efforts to date.” Adam Friedman, CEO Amplifier Agency Pty Ltd

“Alan Sharfman from the CFO Centre was engaged to

provide a half day CFO service at Laser plumbing Vermont to assist with streamlining the cash flow and receivable processes. Having immediately identified those areas within the business that required focus through financial and strategic analysis, we were provided with the right solutions to improve current processes leading to financial growth. They provide hands- on and value adding financial solutions. The CFO Centre are not your typical accountants as the focus is on forward planning, problem resolution and commercial solutions. The enhancements and analysis that Alan provided gave us enormous confidence in our business processes and future” Phil Craig, MD, Laser Plumbing

Client Research

Reliable

Experienced

Clear thinking

Creative

Knowledgeable

Professional

Flexible

Trusted

Quality

Legendary

Structured

Supportive

Enjoyable

Valuable

Mentor

Trouble shooters

www.cfocentre.com.au Read our testimonials online


Our Service Delivery 2 CFO’s for every client

• Regional Director and principal

• Both experienced CFO’s

• Sometimes more; team approach

• 30 CFO’s and growing

• Specialist skills brought in when required

Tangible measures and monitoring • Work plans, client reviews – flexible service

Access to our Distribution Partner network • All clients benefit from our relationships


Working together… Helping you drive your business to achieve its goals.


Distribution Partners

Building key relationships • Regional and national partners

• IT, HR, Accountants, Banks, Angels

• Other professional services

The right solution • Tried and tested service provision

• Already selected as the best

Complementary to our service • Adding value to clients

• No commission basis


Our Culture

Open • Real and caring

Progressive • Learning and growing

Passionate • Energetic and fun

Transparent and straight-forward Giving and sharing to all clients


Fast Forward Your Business

Expert CFO’s • Highly qualified

• Very experienced

Measured and tangible • 12 boxes and reviews

Team approach • Added value experience

Key partners • Through distribution

Complete financial management • Saving you money

• Creating time


Safe Hands… Our service; more than just one finance director.


Next Steps… Start fast forwarding your business
