• Provide interim CFO responsibilities and Professional CFO Advisory Service in the Midwest during periods of transition
• Support and guide an existing team by creating evaluation processes and delivering additional capacity through Financial Strategy Consulting
• Bringing sophistication to financial and operational KPI reporting; allowing real-time strategic decision-making
• Audit and Tax support and execution

OME brings stability to complex and demanding situations, while simultaneously setting things up for further and future scalability and success. These situations can result from the unexpected loss of a key employee, capacity constraints, or challenges associated with explosive growth. As hands-on managers, we can fulfill or support various roles ranging from the strategic CFO position to the more tactical controller-level positions. We provide bespoke services that act as an extension of your team, creating flexible, innovative, and thoughtful tailored to meet your company’s needs. Experience as operators, finance executives, financial statement audit, and private equity transaction support delivers success for our client’s teams, investors, and lenders.

Our services provide a wide range of responsibilities and resources:

Upgrading Financial Strategies

Provide expert financial guidance, giving you strategic insights from forecasting and budgeting to industry benchmarking, we deliver actionable insights that fuel growth and improve profitability.

Budgeting and Forecasting

Develop customized financial models to guide your company’s path forward, allowing you to test different scenarios and make proactive, data-driven decisions. We craft budgets that achieve your goals, offering you a structured plan for resource allocation that minimizes risk and supports future expansion. With our guidance, you gain clarity on your immediate financial needs and long-term investment opportunities.

Financial Strategy Consulting

M&A transactions (pre- and post-acquisition), Recapitalizations, Change-in-control transactions, Data-driven financial reporting services, and ERP/accounting system rollouts and integrations, Leverage best practices to establish processes to train financial teams on new specialized skills necessary for strategic transactions

Performance Analysis and Optimization

Analyze and uncover patterns and pinpoint areas for improvement. Using tools like variance analysis and net revenue retention metrics, we assess your financial performance, helping you understand what’s working and where there’s room to optimize. We provide practical recommendations by using modern tools and assessing financial performance that enhances profitability and operational efficiency, ensuring your business can evolve and perform at its best.

It’s time to equip your business with the financial clarity and strategic guidance it needs to thrive. Discover how Old Mission Endeavor’s Professional CFO Services can bring growth-focused, data-backed insights to your team—connect with us today to get started.