Structure & Planning

A fractional CFO can assist businesses with many distinct or integrated services. The following provides brief descriptions of some of those services.

Structure &
Planning

All businesses need planning regardless of whether they are startups or are mature.  Effective business plans provide roadmaps for management to base business decisions on.  Business plans not only include financial information but also stimulate management to assess their position vis-à-vis their competition.  They also start management thinking about the fit of their products or services in a changing world.

O-M’s CFO’s monitor the progress of their clients’ businesses against their plans which helps keeping the businesses on a positive track.

As previously mentioned we work in tandem with our clients’ lawyers and accountants to ensure that the business is structured in a way that is most appropriate for the owner-managers.

What People Are Saying

Slide Carl Solomon is a veteran Chief Financial Officer who has extensive experience working with and advising technology companies. I have worked with Carl for over a decade and through all of our dealings he demonstrated the utmost in professionalism. Carl has deep knowledge of all finance issues critical to technology companies, including preparing a company for sale and concluding a successful transaction, management reporting, SRED and a wide variety of other government incentive programs. Carl is also approachable, a strong team player and a pleasure to collaborate with. Deep Knowledge of All Finance Issues Peter Matutat
Partner, BDO Canada LLP Slide Carl, you have been a valued colleague and contributor within our executive team. Your service as an independent contractor acting as our Chief Financial Officer over these years has been exemplary and your leadership and guidance throughout many difficult circumstances has been greatly appreciated. I personally have appreciated the opportunity to work closely with you over my four years as Chief Operating Officer and I have benefitted greatly from that experience. Thanks Carl! Chris Lewis Slide I have known Carl for 6+ years as a seasoned financial executive who finds creative solutions to achieve strong business results. I worked with Carl on many occasions and was always impressed with his thorough approach to solving complex issues. He got things done in a most efficient manner. Carl has high integrity standards and was very respected by the teams he was working with. I would highly recommend Carl to any companies in any industry to benefit from his skills and experience. Finds creative solutions to achieve strong results Mike Arazyan
Senior Account Manager, RBC

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