Our Services
Success for any company hinges on its ability to grow. As a highly experienced financial strategist, Guardian Vue collaborates with CEOs and management teams to help their organizations achieve their growth goals. We work closely with leadership to pinpoint organizational growth objectives and align the intricate financial components of the business with the CEO's vision, culminating in a practical financial strategic plan and key performance indicators. By offering a strategic perspective and the expertise to transform numbers into opportunities, Guardian Vue provides all the benefits of a traditional CFO in a cost-effective manner.
Strategic Planning
We collaborate with business owners and executive teams to develop and refine strategic plans and can help define the company's vision, mission, and long-term goals, aligning financial objectives with overall business strategies. This includes evaluating market opportunities, competitive analysis, and identifying growth potential.
Capital Raising and Investor Engagement
Our experience spans helping companies secure funding from both debt and equity sources — developing comprehensive financial models, identifying appropriate funding sources, negotiating term sheets, and managing investor relations. Guardian Vue’s expertise in private and public markets, working with both retail and institutional investors, and experience in financial analysis and valuation can help optimize the company's capital structure and attract potential investors. Additionally, we take a proactive approach to investor relations to ensure effective engagement with stakeholders.
Risk Assessment
Risk management is paramount in today’s environment. Guardian Vue assesses financial risks associated with your business activities, conducts risk analyses, and develops risk mitigation strategies to protect the company's financial health. This may include evaluating operational risks, market risks, regulatory compliance, and other potential threats, as well as partnering with the company’s leadership and internal audit function in creating a risk-aware culture based on the COSO Enterprise Risk Management framework.
Growth and Exit Strategies (M&A)
We assist in formulating growth strategies to expand your business, whether through organic growth, acquisitions, or strategic partnerships. Our financial analysis and guidance include evaluation of potential opportunities and risks. Additionally, we can help develop exit strategies, such as preparing the company for sale, succession planning, initial public offerings (IPOs) and subsequent follow-on offerings.
Financial Planning and Analysis
Financial planning and analysis (FP&A) is a crucial function within organizations to support effective decision-making and ensure financial stability. Guardian Vue can develop data-driven financial models and accompanying pro forma financial statements, conduct financial forecasting, variance analysis, and scenario planning. Our methodology can then help identify key performance indicators (KPIs) and establish metrics to measure your company's financial performance and track progress towards strategic goals.
Financial Management
We can provide financial management support, ensuring effective financial operations within your company. This can include overseeing budgeting, forecasting, and financial reporting processes. Our experience spans developing management reporting packages, establishing financial controls, monitoring cash flow, and managing working capital to optimize financial performance. Additionally, we can assist in implementing financial systems and processes to improve efficiency and accuracy.