I’m ready to grow my business
Do you need higher level advice? Does a fractional CFO make sense? We will take the time to understand your goals, help you develop a financial forecast and provide the advice you need to achieve your growth targets.
I want to raise capital
We pride ourselves on our ability to obtain the maximum valuation for businesses. We recommend you prepare before you seek out investors – first impressions are difficult to change. Investors will require different information based on whether the company is trying to raise debt or equity, and the level of sophistication of the investor. We have experience raising capital in all these circumstances and can work with your management team to develop all the required materials.
I want to merge with or acquire another business
A merger or acquisition is more than just the meeting of common goals. It’s a complex financial transaction. Having worked in investment banking and as an executive in small businesses, we have a unique outlook when it comes to the big picture. We help you get ready by completing a comprehensive analysis, and we can be involved through the entire process from executing a Letter of Intent to the final closing and post acquisition integration.
I’m ready to sell my business for maximum dollars
As an entrepreneur, are you hands-on? Does your company have liabilities? Have you put processes in place that make your day-to-day operations more efficient? How solid are your agreements with your key stakeholders? Are your financial statements in pristine condition? These are all factors which can affect the value of your company. At Vistance, we work with you to build the right foundation to maximize the value of your company.
Vistance helped us focus on the skill gaps we had, and managed to cover those off while we were able to develop and build out our infrastructure to accommodate.
Daryl’s CFO and CEO perspective was a refreshing change to the historical accounting view of the world through “entries” rather than looking at the business as a living, breathing organism!
Thank you, Daryl, and Vistance!!
Love working with Daryl and his team, they are so knowledgeable and always have your best interest in mind. It’s a pleasure to work with them. Would highly recommend them.
So grateful for Daryl and the Vistance team. They’ve helped me get my small business books more organized than they’ve ever been and I’m looking forward to working with them to maximize our financial efficiencies! So efficient and professional. Highly recommend!
Their professional approach and detailed analysis has helped us decide where to focus our efforts and their all-in-one accounting and approach has helped me spend more energy with my clients and patients.
I highly recommend their CFO services for any business owner clinician like myself.
Daryl’s team freed up valuable time so we could focus on the critical aspects of scaling our business. We highly recommend Daryl’s services to any entrepreneur who is ready to take their company to the next level.
We are grateful to have Vistance Capital lead our accounting and to support our growth.
Daryl and his team have been a godsend. Our business was scaling very quickly when we were introduced to Daryl and our accountant/bookkeeper at the time could not keep up.
Now we consider Daryl and his team as part of the business. His eye when analyzing financial models is like no other. He really takes the time to learn every aspect of the business before developing a model and giving advice.
They have been so helpful and informative in helping us build our brand from the ground up, building a strong financial model that is so easy for us to understand.
We just feel like we’re in the best of hands with Vistance, and highly recommend them as an accounting, bookkeeping, and financial advisory firm for your small business.
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