Bill Mercurio Fortune 500 finance best practices...for start-ups

Twenty-plus years of creating and presenting fully-characterized financial and valuation models that will withstand PE and VC scrutiny. Income statements, balance sheets, CF statements, segment analyses. I will explain the relevance and import of key components of the model, including metrics, benchmarks and financial and operating ratios. I will also review and test your current models and valuations. These models will form the basis of the ongoing financial planning and analysis that every well-managed business uses for monthly and quarterly planning and that every disciplined investor expects to see. Finally, how do your financial models support your strategic vision and business plan? Let's make sure this all works!

I offer creative ways to NOT spend your newly-raised cash. With significant start-up and entrepreneurial experience, I can talk you through innovative ways to make your dollars last longer and get more productivity out of what you must spend. Sometimes by simply reviewing your own data that you don't have time to analyze. I've free up cash (working capital) for clients by moving them to different vendors and/or changing and re-negotiating fee structures. Don't assume you burn is really what you must spend!

International experience in corporate finance, including GAAP and management accounting, revenue recognition, FP&A, due diligence, treasury, investments and long-term financing models for VCs/PE. Finance department leadership, and mentoring/coaching of finance team. Internal controls and accounting policies.

Comprehensive competitive/SWOT analysis; value chain analysis; core competencies and how to leverage.