15+
years of experience as CFO

PROCFO PARTNERS PHILADELPHIA

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."

John Carr

CEO and Managing Partner
DeSpir Logistics

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

CFO | Principal
Joe Meyer
Years:

Expertise: Executive Leadership and Team Development, Financial Planning & Analysis, Risk Management, Business Operations, Cash and Debt 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
Howard Nagelberg
Years:

Expertise: Strategic Oversight, Income and Cash Flow Forecasting, Profit Optimization and Building an Efficient Staffing Structure

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.

WHO WE SERVE

  • MANUFACTURING
  • FAMILY BUSINESS
  • TECHNOLOGY
  • FINANCE
  • SERVICE BUSINESS
  • PE BACKED COMPANIES
+56 more industries

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

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