vcfo OverviewMaking Companies Stronger™

Carter Freeman, Managing Director

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vcfo Snapshot

Company

• Founded by two CFOs in 1996

• Offices in Austin, Houston, Dallas, Denver and Seattle

• 3,000 historical and current clients

Consultants

• More than 100 professionals across offices, including CFOs, CIOs, CTOs, controllers, staff accountants, HR specialists and recruiters

• Over 90% have post-graduate degrees and/or professional certifications, all are highly seasoned and vetted

• Many are involved with key industry associations and regularly deliver speaking engagements

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vcfo: What We Do

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Serving the Business Lifecycle

© 2015 vcfo | Confidential and Proprietary

start up

growth

maturity

transaction/ turnaround

• strategic planning• capitalization

• management• reporting

• executive leadership

• HR and benefits

• strategic planning• capitalization• management

• performance data• IPO• acquisition

• executive leadership

• HR audit and administration

• post-merger integration

• financial management

• IT management• performance

improvement• due diligence

• organizational improvement

• HR audit and administration

• M&A• carve-out/divestiture

• IPO/privatization

• bank and lender management

Whether your company is in need of finance, HR or technology support, our consulting solutions address a variety of stages across all business lifecycles.

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Some Specific Examples

• $30 Million natural foods manufacturer - Up-coming audit, loose grip on gross margins, prepared company for sale.

• $50 Million NGO Non profit based in the US with operation in four African countries – rapid growth, no adult supervision.

• Major Architectural/Engineering firm – renegotiated ownership transition.

• Large Plumbing Heating Electrical service company:

• Performance measurement

• Antiquated systems

• Hyper growth start-up – Needs for working capital, debt and equity. Accounting/reporting/A/R management.

© 2015 vcfo | Confidential and Proprietary

6 © 2015 vcfo | Confidential and Proprietary

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Thank You!www.vcfo.com

© 2015 vcfo | Confidential and Proprietary