PART-TIME CFO AND ACCOUNTING SERVICES FOR GROWING BUSINESSES

AN INTRODUCTION

WE CAN HELP

Growth businesses are always on the verge of something. Raising funds. An exit. New hires. New products. And, much more. Your business is moving forward, and so should your finance function. At Verge Advisors, we understand timely, forward-looking insights into financial data are critical to help you scale your business. We are a team of part-time CFOs and accounting associates who are passionate about supporting your business growth. Our firm was founded in 2005, and we are located at the heart of business growth and innovation in Kendall Square in Cambridge, MA.

YOU’RE A GROWING BUSINESS ON THE VERGE OF SOMETHING

WE OPERATE AT THE INTERSECTION OF:�

STRATEGY EXECUTION + BECAUSE YOUR BUSINESS GROWTH DEPENDS ON IT

BECAUSE GETTING THINGS DONE MOVES YOU FORWARD

Support from an expert finance partner is critical to meet the demands of your growing business. By providing timely, forward-looking insights into financial data, we help you concentrate on the right things needed to grow. We partner with you to develop a strategy to achieve your business goals and monitor progress along the way.

We believe every business has the ability to run like a well-oiled machine.  Adding strategic value to your organization, together with “roll-up-your-sleeves” execution, is where we excel.  Whether it’s helping you improve operations or prepare for an exit, we combine the rigor and follow-through needed to support your path to success.  "

“Well done is better than well said.”!- Benjamin Franklin

“Growth is never by mere chance; it is the result of forces working together.”!- James Cash Penney

SERVICES HIGHLIGHTS BY GROWTH PHASE

MANAGING GROWTH EXPLORING AN EXIT

Cash Flow Management"•  Optimize cash conversion cycle"•  Build fortress balance sheet"•  Extensive budgeting and forecasting"

Integration / Standardization"•  Data and system architecture"•  Accounting software integration"•  Process redesign"•  New process training"

Develop Processes & Controls"•  Improve accounting infrastructure"•  Internal control oversight"•  Technology and ops integration"•  Process standardization"

Management Reporting"•  Expedited monthly closes"•  Financial reporting packages"•  Dashboards"•  Boardroom support"

STRATEGIC INSIGHT !

TACTICAL EXECUTION!

Optimization Planning"•  Develop roadmap for max value"•  Acquisition/divestiture issues"•  Align goals through compensation"Reporting and Analytics"

•  Financial reporting packages"•  Dashboards"•  Business intelligence"•  Benchmarking"

Business Modeling and Forecasting"•  Scalable growth modeling"•  Scenario planning / CFO analysis"•  Cash “burn” management"

Assist in Capital Raising"•  Investor / bank presentations"•  Business model defense"•  Due diligence preparation"

A TEAM FOCUSED ON�YOUR PERFORMANCE

REAL-WORLD EXPERIENCE!Our team has acted as the CFO for businesses in industries ranging from mobile and technology to retail and financial services. We have experience with a wide-range of both venture-backed and private companies. The cumulative knowledge from these experiences enables us to provide better and more informed counsel to you."!BIG FIRM SKILLS"With backgrounds in audit, forensics, IT and tax from preeminent national and regional CPA firms, we apply best practices in financial oversight, compliance, data integrity and internal controls."

PROVEN NETWORK"Through our continued work on common business issues, we have built an extensive network of service providers and connections. These trusted relationships can help in many aspects of growth, and we are more than willing to “connect the dots.”"

OUR WAY OF WORKING

TAILOR, PLAN, IMPLEMENT"All of our relationships start with a conversation to learn more about your business and evaluate your specific financial needs. We help develop a clear and executable strategy and roadmap. We then follow through with implementation of an action plan designed to achieve the strategic goals. "

PART-TIME AT A FIXED PRICE"Our services are designed for growing businesses who have similar complexities of a larger business, but at a different scale. We have a team of both part-time CFO and associate resources to offer financial expertise at a fraction of the cost of full-time resources. Services are fixed price because we want you to reach out to us with important business issues without fear of incurring additional costs.  "

INVESTED IN YOUR GROWTH"Some of our core values include, “treat founders like family” and “don’t let it wait.” We aim to live these in our way of working with you to deliver a superior relationship experience. "

HOW CAN WE HELP YOU?�CONTACT US TODAY

ONE BROADWAY, 14TH FLOOR CAMBRIDGE, MA 02142 T: 617.401.2520 INFO@VERGEADVISORS.COM VERGEADVISORS.COM