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Does your organization need the expertise of a                      It takes a professional Chief
professional Chief Financial Officer, but not the                   Financial Officer (CFO) to
expense? FRACTIONAL CFO is the answer.                              stay on top of important
                                                                    financial issues that affect
                           CFO
                                                                    your company’s bottom line.
Dave                       for a $20 million

                                                                                                       FRACTIONAL CFO
                           development,
Lemon, CPA                 construction and
                           property management
                           company.

                           VP Finance
                           for two Fortune 500
                           companies and an
                           international telecom
                           start-up.

                           M&A
                           Led efforts to close and
                           integrate 12 deals in
                           Top 50 MSAs, helping
Dave Lemon is an
                           grow business from $100
                                                                                                              PROJECTS
experienced financial      million to $3.5 billion
professional with a        over nine years.
diverse background
including Big 4,           VP Controller
                           responsible for all
corporate finance
                                                                                                       BUSINESS
                           financial functions
and corporate audit        including management
                                                                                                                    CFO
                                                                                                       VALUATIONS
experience.                of 95 employees
                           in several regional
                                                                                                                    OUTSOURCING
                           locations.
Qualifications:
                           Proven Success
                                                                    If you need an effective
                           in both large
 • CFO
                                                                    alternative to a full-time chief
                           company and start-up
                           environments.
 • Business Valuations                                              financial officer, consider
 • M&A                                                              Fractional CFO.
                           “Dave has done an excellent job
 • Controller
                           providing quality valuations for
 • FP&A                    both sellers and buyers.”
                                                                           FRACTIONAL CFO
 • CPA
                                                                                                            CFO Outsourcing
                                        –Mike Anderson
                                                        Owner
 • Big 4                                Corporate Ventures, Inc.
                                                                                                                    &
                                               Business Broker       12020 Shamrock Plaza
 • Corporate Risk &
                                                                     Suite 200
   Audit
                                                                                                           Business Valuations
                           “When creating a start-up                 Omaha, NE 68154
 • Sarbanes-Oxley          business, Dave provided the
                           expertise and CFO support I               office: 402.778.5198
 • Successful Recruiter
                                                                     cell: 402.679.9680
                           needed to make responsible
 • Bankruptcy
                                                                                                             Dave Lemon, CPA
                                                                     dave@fractioncfo.com
                           financial decisions. “
   Consulting
                                           –Mike Bellamy
 • Litigation Support              National Sales Manager/ COO       www.linkedin.com/in/davelemon
                                Driveway Financial Services, Inc.
                                       Vehicle Finance Company
                                                                     www.fractioncfo.com
Projects
    CFO Outsourcing                                    Business Valuations
                                                                                                           •   Valuation & Due Diligence:
• Cash Flow Improvement                              • Contemplating a Sale
                                                                                                                 Before Listing
• Financial Business Partner with                    • Gift & Estate Taxes                                       a Business for Sale
  Owner(s) & Executive Team
                                                                                                                 Before Buying a Business
                                                     • Generation Transfer
• Prepare Business for Sale
                                                                                                           •   Acquisition Integration
                                                     • Buy-Sell Agreement
• Budgets & Forecasts
                                                                                                           •   Benchmarking to Peers
                                                     • Recommend Every                                         using Sageworks Private
• Month-End Close
                                                       3 to 5 Years or After                                   Company Industry Data
  & Balance Sheet Reviews
                                                       a Significant Event
                                                                                                           •   Bankruptcy Workouts
• Staff Recruiting & Training




                                                                               FRACTIONAL CFO
                                                                               Expert financial guidance at a fraction of the cost.




                                                                                                                         We're ready to
                                                                                              PROJECTS                    help your
                                                                                                                          company put
                                                                                                                          all the pieces
                                                                                     BUSINESS
                                                                                                                          together.
                                                                                                     CFO
                                                                                     VALUATIONS
                                                                                                     OUTSOURCING




  Dave Lemon, CPA | FRACTIONAL CFO | 12020 Shamrock Plaza, Suite 200 | Omaha, NE 68154 | dave@fractioncfo.com | www.fractioncfo.com

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Fractional CFO Brochure

  • 1. Does your organization need the expertise of a It takes a professional Chief professional Chief Financial Officer, but not the Financial Officer (CFO) to expense? FRACTIONAL CFO is the answer. stay on top of important financial issues that affect CFO your company’s bottom line. Dave for a $20 million FRACTIONAL CFO development, Lemon, CPA construction and property management company. VP Finance for two Fortune 500 companies and an international telecom start-up. M&A Led efforts to close and integrate 12 deals in Top 50 MSAs, helping Dave Lemon is an grow business from $100 PROJECTS experienced financial million to $3.5 billion professional with a over nine years. diverse background including Big 4, VP Controller responsible for all corporate finance BUSINESS financial functions and corporate audit including management CFO VALUATIONS experience. of 95 employees in several regional OUTSOURCING locations. Qualifications: Proven Success If you need an effective in both large • CFO alternative to a full-time chief company and start-up environments. • Business Valuations financial officer, consider • M&A Fractional CFO. “Dave has done an excellent job • Controller providing quality valuations for • FP&A both sellers and buyers.” FRACTIONAL CFO • CPA CFO Outsourcing –Mike Anderson Owner • Big 4 Corporate Ventures, Inc. & Business Broker 12020 Shamrock Plaza • Corporate Risk & Suite 200 Audit Business Valuations “When creating a start-up Omaha, NE 68154 • Sarbanes-Oxley business, Dave provided the expertise and CFO support I office: 402.778.5198 • Successful Recruiter cell: 402.679.9680 needed to make responsible • Bankruptcy Dave Lemon, CPA dave@fractioncfo.com financial decisions. “ Consulting –Mike Bellamy • Litigation Support National Sales Manager/ COO www.linkedin.com/in/davelemon Driveway Financial Services, Inc. Vehicle Finance Company www.fractioncfo.com
  • 2. Projects CFO Outsourcing Business Valuations • Valuation & Due Diligence: • Cash Flow Improvement • Contemplating a Sale Before Listing • Financial Business Partner with • Gift & Estate Taxes a Business for Sale Owner(s) & Executive Team Before Buying a Business • Generation Transfer • Prepare Business for Sale • Acquisition Integration • Buy-Sell Agreement • Budgets & Forecasts • Benchmarking to Peers • Recommend Every using Sageworks Private • Month-End Close 3 to 5 Years or After Company Industry Data & Balance Sheet Reviews a Significant Event • Bankruptcy Workouts • Staff Recruiting & Training FRACTIONAL CFO Expert financial guidance at a fraction of the cost. We're ready to PROJECTS help your company put all the pieces BUSINESS together. CFO VALUATIONS OUTSOURCING Dave Lemon, CPA | FRACTIONAL CFO | 12020 Shamrock Plaza, Suite 200 | Omaha, NE 68154 | dave@fractioncfo.com | www.fractioncfo.com