Our Partners

From turnarounds and P&L management to ERP design and implementation our experienced CFOs deliver critical expertise as you need it.
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Our Services

We deliver CFO services on an as needed basis, including: cash flow, strategic planning & execution, budget & debt management...
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Served Markets

We have in-depth experience, including: healthcare, agriculture, financial services, construction, manufacturing, professional services...
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Served Markets Healthcare

Served Market - Healthcare

Healthcare

According to Enterprise Florida, there are more than 1,000 biotech, pharmaceutical and medical device companies, as well as 45,000 hospitals and healthcare facilities located in Florida. In addition, managed care, the fasted growing segment of Florida’s healthcare market, has enrolled nearly 4 million users since 20011. The impact of healthcare reform, a looming shortage of doctors and nurses and the increasing competitiveness within the healthcare industry guarantee that there will be winners and losers as the industry evolves. Business and practice owners must contain rising costs, address cybersecurity, and manage malpractice liability and risk, while staying abreast of new disclosure rules and regulations.

How the Florida CFO Group Can Help

We give our clients the flexibility of using us from a couple a days per month to full-time, meeting their requirements with the minimum of investment and without a long-term commitment.

Although each business faces different challenges, our partners have dealt with most of them during their 30-plus years of experience. We customize our services to deal with the unique challenges of each of our clients. Depending upon their most pressing requirements, our clients might have us focus at any given time on one or more of many areas, including:

Fractional Share- or
Interim-CFO

  • CFO Services
  • COO Services
  • Financial Leadership
  • Financial Management
  • Operations Management
  • Organizational Restructuring
  • P&L Management

Planning, Budgeting & Modeling

  • Emerging Growth
  • Financial Modeling
  • Strategic Planning & Execution
  • Startup & Fast Growth
  • Tax Planning & Management

Compensation Management

  • Stock Option & Stock Purchase Plan Management
  • Performance Management & Incentive Programs

M&A Transactions

  • Acquisitions & Divestitures
  • Debt & Equity Financings
  • M&A Due Diligence
  • Transaction Structuring

Internal Reporting & Processes

  • Acquisition Integration
  • Budget Development & Management
  • Cash Flow Forecasting & Management
  • Financial Planning & Analysis
  • Pricing Design & Analysis
  • Product Line Analysis
  • Profitability Analysis

Finance Projects

  • Business Plans
  • Change Management
  • Contract Negotiations
  • Cost-Reduction Initiatives
  • Debt Management
  • Leasing Programs

Testimonial

"Dan Polen was the CFO at Crown Marketing during my six years with this wonderful organization. I had a great working relationship with Dan. I was able to get assistance from the accounting department whenever I had problems with clients that needed answers ASAP. I would recommend Dan for any position. He did his job with intelligence and a sense of humor that made it much easier to get my job done."
Patricia Furda, Customer Service Specialist at Designer Exchange and Designers' Consigner

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