STRATEGIC FINANCIAL EFFICACY.

At Morgan CFO, we specialize in corporate transformation by helping executives of small and medium-sized enterprises achieve, lead and financially succeed. Our ability to produce a desired result is firmly rooted in our commitment to business relationship management and expertise in managerial accounting. We are deeply committed to applying the principles of Measurement, Predictability and Transparency to every aspect of our business and all that we do.

 

TACTICAL. OPERATIONAL. STRATEGIC.

With over 40 years of experience in the arenas of Finance, Human Resources, Crisis Management and Funding Management, there aren’t many things we can’t do — and more importantly, help our clients to achieve. We are a good fit for companies seeking high C-Level experience, whether a startup at the beginning of their business venture or an existing company in need of either interim or part-time guidance. To that end, we excel in the following disciplines:


  • Chief Financial Officer
  • Startups and Funding
  • Strategy and Operations
Accounting
Advanced Financial Modeling
Asset and Liability Management
Budget and Forecasting Models
Cash Flow Management
Comprehensive Financial Analysis
Contract Negotiations
Efficiency and Performance Analysis
Exporting and International Trade
Financial Risk Management
Loan Application and Funding
Relationship and Team Building
Strategic Financial Management
Accounting
Advanced Financial Modeling
Asset and Liability Management
Budget and Forecasting Models
Cash Flow Management
Comprehensive Financial Analysis
Contract Negotiations
Efficiency and Performance Analysis
Exporting and International Trade
Financial Risk Management
Loan Application and Funding
Relationship and Team Building
Strategic Financial Management
Accounting
Advanced Financial Modeling
Asset and Liability Management
Budget and Forecasting Models
Cash Flow Management
Comprehensive Financial Analysis
Contract Negotiations
Efficiency and Performance Analysis
Exporting and International Trade
Financial Risk Management
Loan Application and Funding
Relationship and Team Building
Strategic Financial Management
Accounting
Advanced Financial Modeling
Asset and Liability Management
Budget and Forecasting Models
Cash Flow Management
Comprehensive Financial Analysis
Contract Negotiations
Efficiency and Performance Analysis
Exporting and International Trade
Financial Risk Management
Loan Application and Funding
Relationship and Team Building
Strategic Financial Management
Banking Relationships
Business Plans
Cash Budgeting and Forecasting
Deal Structure and Negotiations
Company Formation
Funding and Financing
Initial Consulting
Banking Relationships
Business Plans
Cash Budgeting and Forecasting
Deal Structure and Negotiations
Company Formation Funding and Financing
Initial Consulting
Banking Relationships
Business Plans
Cash Budgeting and Forecasting
Deal Structure and Negotiations
Company Formation Funding and Financing
Initial Consulting
Banking Relationships
Business Plans
Cash Budgeting and Forecasting
Deal Structure and Negotiations
Company Formation
Funding and Financing
Initial Consulting
Accounting Team Integration
Board Consulting
Business and Legal Decision Guidance
Human Resources
Contract Review and Negotiation
Planning and Organizational Road Mapping
Succession Management
Accounting Team Integration
Board Consulting
Business and Legal Decision Guidance
Human Resources
Contract Review and Negotiation
Planning and Organizational Road Mapping
Succession Management
Accounting Team Integration
Board Consulting
Business and Legal Decision Guidance
Human Resources
Contract Review and Negotiation
Planning and Organizational Road Mapping
Succession Management
Accounting Team Integration
Board Consulting
Business and Legal Decision Guidance
Human Resources
Contract Review and Negotiation
Planning and Organizational Road Mapping
Succession Management

 

THE RIGHT PEOPLE FOR EVERY JOB.

Well-established alliances with top professionals in other disciplines are integral to helping clients attain success in their organizations. We have strong working relationships with other high-quality groups in multiple specialty areas, including:

  • Commercial Mortgage Financing
  • CPA Firms specializing in Small Business and National Auditing
  • IT Firms specializing in both Set-up and Equipment Purchase
  • Law firms specializing in Litigation and Intellectual Property
  • Public Relations
  • Website Development and Consulting

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    A SOLUTION FOR EVERY CLIENT.

    As experts in our field, we skillfully apply our knowledge to a wide variety of industries and specialties — and have specific, demonstrable prior experience within these markets:

  • Agriculture
  • Banks
  • Construction
  • Exporting
  • Family-Owned Businesses
  • Forest Products
  • Hospitality
  • Hospitals
  • Light Manufacturing
  • Real Estate
  • Restaurants