Corporate
CFO
Advisory

Great White’s trusted advisors can provide immediate CFO assistance to any size company. Our services include an array of strategic alternatives to help right-size infrastructure, improve working capital, and manage cash flow in order to provide our clients the ability to achieve their organizational goals. We assist companies with performance improvement strategies, in addition to financial and operational due diligence and integrations around business combinations, mergers and/or acquisitions.

Great White can also  provide our clients detailed accounting process flow charts and narratives to establish strong financial internal controls, assist in the creation of new company pay plans, negotiate and facilitate vendor contracts, in addition to any other C-Level responsibilities required to help drive daily business decisions and profitability.

Personal
CFO Advisory

A Personal CFO’s first goal is to fully understand who the individual is, their goals, and what resources I can share to accomplish those goals. From there, we will build a personal balance sheet and comprehensive financial plan while taking into consideration certain aspects like tax strategy, personal budgeting, debt management, investing, budgeting, risk management, and so forth.

The difference between our Personal CFO service and other personal financial planners is the ability on how the advice gets executed. With our Personal CFO service, it becomes our job and responsibility not only to build out a personal balance sheet and comprehensive plan, but also to coordinate the execution of this plan and related recommendations made by all subject matter experts. Typically, a financial planner only provides their clients a comprehensive plan, leaving the responsibility to carry out, coordinate and execute the plan to the client.