Services Provided: Interim CFO and strategic advisory services for small to medium-sized businesses

  • Strategic Business Assessment

  • Strategic Business Advisory

  • Business Plan Review and Edit

  • Financial Packaging - packaging your company to procure investment or obtain loans

    • Operational Assistance - address operational issues that undermine your efforts to procure capital

    • Install operational processes and procedures as needed to build a stronger investment case

    • Strategic marketing plans - communicate clear understanding of your market and competitors and target accordingly

  • Assistance with procuring debt and equity capital

    • Executive Summaries

    • One page investor profiles

    • Pro-forma financials

    • Investor presentations

  •  Cash management assistance

  • Management resources (Interim management, Advisory Board assistance)

Toca Family Business Services offers flat rate strategic advisory at $300 per hour / $500 for a 2 hour session or packaged consulting services at discounted rates. Our company provides you with a CFO or COO at a fraction of the cost.

Essentially, you get access to a COO or CFO on a monthly basis for what it costs you to pay a good office administrator.

We also provide email-based support for tiny businesses with revenues under $500,000. Contact us for quotes!