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
Kevin Conrad
Years:Expertise: Strategic planning, turnaround management and profit improvement, cash management, systems evaluation and implementation, mentoring of financial personnel and raising investor investment
CFO | Principal
Tom Morral
Years:Expertise: Leadership, Financial and Operational Expertise, Financings, M&A/Integration activities, International Operations, Financial Reporting, Mentoring, Systems Evaluation, Public Offerings, Private Equity Environments, Development of Reporting Systems and Team Development
CFO | Principal
Sarah Smigel
Years:Expertise: Reporting, Budgeting, and Forecasting, Financial Planning and Analysis, Strategic Planning, Financial Shared Services, Inventory Management, Process Improvement, Team leadership and Mentoring, Consolidation and Reporting, Project Management
Managing Director
Ryan Walter
Years:Expertise: Strategic execution, cross-functional team leadership, business transformation, organizational change management, operational & process improvement, scaling, and enterprise technology/data management
CFO | Principal
Jean Evans
Years:Expertise: Revenue growth planning, key metric development and analytics, process development, improving operations, impacting business growth, and maximizing profits through cash management, strategic planning, systems development, creating processing efficiencies, Exit Planning, leadership and people development
CFO | Principal
Jeremy Leitzen
Years:Expertise: Financial Planning & Analysis, Strategic Planning, cash flow management, process optimization, team leadership and mentoring, business reorganization, systems development, metric and KPI development and tracking, and operations management, including IT, HR, and Real Estate.
Managing Director
Randy Talcott
Years:Expertise: Raising capital, business restructuring, systems development, improving processes, profitability, and improving cash flow
CFO | Principal
Josefina Garcia
Years:Expertise: Business Management, Structuring/Restructuring, Forensic Accountant, Cash Flow Management
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
