A CFM for Everyone

SME² recognizes that owners have a business to run, so we conduct a tight process to efficiently deliver our value. Our Core Process, which all of our clients go through, is described below.

SME² acquires a thorough understanding of the business, possible paths forward, and the owner’s goals.


Phone Calls and
Materials Exchange

SME² constructs the CFM as a unique, adjustable financial model tailored to the business and the owner’s goals.

Construct the CFM

We orient the client to the CFM so that, when the active file is provided to them, they can get value from it moving forward.

Orientation and
Handoff

What SME² Can Do for You

SME² enables small business owners to optimize their financial visibility and maximize their potential for attracting investors. The services described below are supported by our Core Process and the resulting custom financial model (CFM), which will include:

  • Income statement, balance sheet, cash flow statement

  • Adjustable assumptions dashboard

  • Performance metrics

  • Valuation module

  • Cost analysis

  • Cash forecasts

We can orient the client to what investment banking is and what the process of selling your business or raising capital entails. We can also provide required materials and support.

Capital Markets
Education and Prep

Growth options analysis, scenario analysis, performance analysis and projection, cash management.

Financial Planning and Analysis (FP&A)

Capital markets education and prep can be carried forward as ongoing investment banking. And FP&A services can be carried forward with a fractional CFO contract.

Continuing
Services