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Coaching Controllers, CFOs, V-Ps Finance, Accountants, etc.
The person that heads up the Accounting (and Finance) function in a business needs managing by someone that understands what that role can do to facilitate the growth of the business. Accounting is more than balancing the books and the accounting/finance function should contribute to the business' success. We assist the function head (whatever his/her title) to develop their skills and to meet the needs of the business by doing their job better and providing what executive management needs. This is always a welcome improvement in the role by the incumbent and focuses on both hard and soft skills. Often the skills are there and all the situation needs is guidance and direction from a controller coach.
James Philipson is Canada's number one controller coach.
Financial management, cash flow, strategic budgeting, accounting procedures
Negotiation and due diligence reviews for acquisitions
- Develop strategy for acquisition/divestiture
- Negotiation of terms of acquisition/divestiture
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In depth review of business of target company to minimize risk of:
- Unpleasant surprises
- Verify that business is what you were "sold"
- Liaison with lawyers, tax specialists, accountants and other professional advisors
- Post acquisition implementation of strategy
Securing capital and financing
- Sourcing of financing
- Assessment of capacity and appropriate sources
- Capital markets
- Angels and venture capital
- Banks & other institutions
- Asset based e.g. factoring, sale and lease back, etc.
- Negotiation of terms
- Implementation and control (post closing)
Annual, quarterly and all other compliance reporting to securities commissions
- Liaison with external auditors to ensure a smooth audit/review process
- Preparation of quarterly financial statements and reports for public companies
- Preparation of annual reports
- Quarterly and annual filing of documents on SEDAR
IPO's, mergers and acquisitions
- Manage the entire process
- Negotiation with investment dealers, vendors and other parties
- Liaison with professional firms (lawyers and auditors)
- Completion of documentation
- Presentations
- Allow management to focus on the business
Corporate governance and board effectiveness
- Review of board policies, guidelines and effectiveness
- Review of committees (executive, compensation, audit, etc.)
- Board composition - do you have the right people?
- Advisory boards
- Member of board of directors
Contact Canada's controller coach james@mastermindsolutions.ca
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