Many owners have big dreams for their restaurant business – maybe expanding to more locations, or significantly increasing profitability – but no clear financial roadmap to get there. Our Strategic CFO Services give you the benefit of an experienced restaurant CFO without the full-time cost. Think of it as hiring a part-time financial executive who is 100% dedicated to your success.
We work closely with you to develop a financial strategy and plan for your restaurant group. This includes creating detailed budgets, forecasts for sales and expenses, and setting key financial targets (like achieving that 15% profit margin or saving up for a new location). We analyze your financial reports to identify trends or concerns – for instance, spotting if labor costs are creeping up month over month, or if one location’s sales are lagging. With our guidance, you’ll know exactly where your money is going and how to direct it better.
We also help with cash flow management (making sure you always have enough cash on hand for payroll and bills), and capital planning (figuring out how to fund a renovation or expansion – whether through loans, investors, or your own profits). With professional financial management, your business becomes more stable and attractive to investors. We:
Assisted a restaurant in securing a $5M investment for expansion
Helped a business increase valuation by 30% before selling
Provided fractional CFO services for a group growing from 3 to 7 locations
