John Carr
CEO and Managing Partner
DeSpir Logistics
15+
years of experience as CFO
PROCFO PARTNERS MILWAUKEE
We are passionate about helping business owners and executives protect and grow their businesses.
Let us help increase the value of yours!
We are a team of seasoned CFOs that span nearly every industry, that have worked and lived through nearly any situation companies of your size go through.
We would love to have a short conversation to learn more about your company, your passions, and your current challenges in achieving your vision.
We can help!
Want to unlock more growth?
Bring in the expert “Modern CFO”!
ProCFO Partners implements a systematic, sustainable, and scalable Financial System that helps you achieve your goals.
Accelerate your growth
Build financial strategies and models that achieve your goals. Ensure your vision is leading you to your long-term objectives. Build targets that are understood and achievable. Create a strategic plan to mobilize operations. Build an accountable and engaged team.
Gain real-time insight by access to financial information that matter
Chart your company’s course with accurate forecasts and budgets. We build this block-by-block, from revenue to net income. These range from Pro Forma Profitability Forecasts to Budget Variance reporting, Valuation Analysis or Compensation Models.
Ensure smooth fiscal operations
Achieve stronger financial success with a better understanding of the Systems and Processes that help your company run. From bookkeeping. Banking relationships, check processing, payroll, insurance, sales tax compliance, legal and other internal controls we make sure you have the right systems in place for optimal results.
PUTTING YOUR FINANCIAL
PICTURE IN CONTEXT
Across six focus areas, we collaborate with you on where attention is needed first, and
most. Our comprehensive perspective helps you optimize the key relationships
between financial functions in your business.
GOALS & STRATEGY
- Strategic Planning
- Pro Forma Projections
- Annual Planning
- Performance Improvement
- Mergers & Acquisitions
- Exit & Succession Planning
Revenue Model
- Revenue Growth
- Sales Projections
- Growth Profit Analysis
- Compensation Planning
- Customer Profitability
- Turnaround Management
SYSTEMS & PROCESSES
- Financial Operations
- Internal Systems & Controls
- Legal & Compliance
- Tax Planning
- Accounting Software
- Banking
REPORTING
- Income Statement
- Balance Sheet
- Statement of Cash Flows
- Budgets
- Forecasting
- KPIs/Metrics
cash management
- Funding & Investment Sources
- Current Cash Position
- 13-week Cash Projections
- Accounts Receivable & Collections
- Cost Reduction
- Supplier Management
profit improvement
- Profitability Analysis
- Pricing model
- Gross Margin Improvement
- Cost Management
- Break-Even Analysis
- Net Profit Growth
GOALS & STRATEGY
- Strategic Planning
- Pro Forma Projections
- Annual Planning
- Performance Improvement
- Mergers & Acquisitions
- Exit & Succession Planning
Revenue Model
- Revenue Growth
- Sales Projections
- Growth Profit Analysis
- Compensation Planning
- Customer Profitability
- Turnaround Management
SYSTEMS & PROCESSES
- Financial Operations
- Internal Systems & Controls
- Legal & Compliance
- Tax Planning
- Accounting Software
- Banking
REPORTING
- Income Statement
- Balance Sheet
- Statement of Cash Flows
- Budgets
- Forecasting
- KPIs/Metrics
cash management
- Funding & Investment Sources
- Current Cash Position
- 13-week Cash Projections
- Accounts Receivable & Collections
- Cost Reduction
- Supplier Management
profit improvement
- Profitability Analysis
- Pricing model
- Gross Margin Improvement
- Cost Management
- Break-Even Analysis
- Net Profit Growth
WHY BUSINESSES RELY ON PROCFO PARTNERS
DEEP EXPERTISE
You’ll work with the best. Our expert team has grown hundreds of businesses as finance executives ranging from start-ups to large PE-backed international entities. We currently work with and support over $1 billion in company revenues.
FINANCIAL INFORMATION
Metrics and KPIs that matter. We build executable financial strategies that are based on your business and growth-stage. We don’t just provide financial information, we deliver the insight needed to inform your next decision.
HIGH IMPACT
We execute on your vision. We differentiate between consulting and implementing. Whether you need budgeting or fundraising support, you’ll get proven, trusted experts who know how to deliver results.
"Business models are all about assumptions. Most people make their assumptions and then believe them. And that's a dangerous thing to do. ProCFO Partners came in and challenged our assumptions."
MEET OUR TEAM
Get to Know Your ProCFO
CFO | Principal
John Ferrara
Years:Expertise: Business & Financial Strategy, M&A, Debt & Equity Financings, Due Diligence
CFO | Principal
Marty Weinberg
Years:Expertise: Strategic Planning including Revenue Modeling; Profit Improvement; Cash Flow Management & Treasury; M&A & Divestiture Strategy; Licensing Strategy; Organizational Restructuring; Product Line and Customer Profitability Studies.
CFO | Principal
Vijay Singh
Years:Expertise: Strategic Advisory, Financial Modeling and Forecasting, Operational Transformation, Capital Raise Guidance and Deal Structuring
CFO | Principal
Joe Briner
Years:Expertise: Strategic Planning & Execution, Capital Markets & Fundraising, M&A Advisory, Financial Modeling and KPI Leadership
CFO | Principal
Robert Friedman
Years:Expertise: Financial Planning & Analysis, Strategic Planning, financial and operational reporting, process optimization, team leadership, financial literacy training, restructuring, systems development, sell side M&A, scorecards, KPI tracking, improving operations management and Employee Stock Ownership Plans (ESOP)
CFO | Principal
Steve Berlin
Years:Expertise: Mergers and Acquisitions, Franchising, Private Equity, Business Plans for SBA Lending
CFO | Principal
Cruz Gamboa
Years:Expertise: Financial structuring, underwriting, and capital markets for mid-market manufacturing and services (GE Capital); industrial and equipment manufacturing finance (strategy, reporting, operations, forecasting); strategy, project development, and market development (GE Gas Power Systems).
CFO | Principal
Larry Bomback
Years:Expertise: Financial Analysis & Modeling; Cash Flow Management; Institutional Investments; Real Estate Purchase & Sales; Construction Financing; Board Relations; Enterprise Risk Management; Turnaround Management; Fundraising
WHO WE SERVE
- MANUFACTURING
- FAMILY BUSINESS
- TECHNOLOGY
- FINANCE
- SERVICE BUSINESS
- PE BACKED COMPANIES
WHAT WE DO
- Revenue Models and Budgets
- 13-Week Cash Forecast
- Pro Forma Forecasting and Projections
- Metrics & KPIs that drive profit growth
- Exit & Succession Planning
