Commercial Banker Support

At New Life our CFOs are different. We are operational CFOs.   This means that in addition to a great experience as CFOs, all of our CFOs have previously also been a COO, General Manager, President or have owned their own company.

Our CFOs also have a unique profile that we test for in the hiring process to ensure they are take-charge – proactive professionals, impatient for results, and creative in problem-solving.    Don’t be surprised if we simply come to take stuff off your plate vs waiting for you to hand us work!

Have a client looking to make some acquisitions or executing a “Roll Up” plan? Our iVOS (Investor Value Optimization Service) identifies and prioritizes the best ways to optimize profits and cash flow from an acquisition or turnaround. We’ll map out how to clean up the accounting shop, streamline the new accounting processes, integrate the systems, and implement our financials dashboards so the new management team knows all their expectations and how they are tracking towards every essential target at 3-, 6-, 9- and 12-month intervals. This frees the CEO and leadership team from the energy-draining mess in the back office and allows them to focus on new revenue and customer services.

“In a short period of time, Burt and his team became my trusted resource in financial matters during evaluating a business for acquisition. He is not only financial and data-driven, Burt comes with extensive experience owning and operating businesses in various industries and is able to weave all the information to give you sound advice. I continue to rely on Burt for his expertise on other businesses and future acquisitions.”

-Sunil Mentreddi, CEO of Seaccom

“[Our New Life CFO] interacted on a regular basis with the Private Equity Group that owned CBI and was extremely capable of understanding their requests and presenting answers to them in the format in which they were accustomed. New Life would have an immediate and positive impact on any organization.”

-David Pair, Chief Operating Officer of CBI Laboratories

If you need improved financial results immediately, watch our three-part series on how to create financial stability now and improve profitability for the long term.