OUR CFO SERVICES PROVIDE


OUR CFO SERVICES PROVIDE

PILLARS OF A CFO FUNCTION


PILLARS OF A CFO FUNCTION

WHY OUR CFO SERVICES?


OUR EXECUTIVES ARE MATURE, EXPERIENCED, AND SAVVY IN BOARD ROOM MEETINGS THUS HELPING THE COMPANY IN NAVIGATING INTO THE RIGHT PATH.


EQUITY INVESTOR (PRIVATE EQUITY, HEDGE FUNDS, FAMILY OFFICE)

If the investor is in the minority position, major corporate actions would be taken by the investee’s board of director. Our Representation Services can help provide discipline, proper reporting, governance and benchmarking in business and finances. We help and guide our client in their preparation to meet the deadlines of stock listing as an exit for investor. Our executives are mature, experienced, and savvy in board room meetings thus helping the company in navigating into the right path.

CORPORATE BANKS OR FINANCIAL INVESTOR

For distressed or turnaround situations, we add value by providing experienced and tested senior executives in turnaround situations. Institutions with a large loan exposure to certain clients cannot afford a single delinquent client which may wipe out the annual profit. We help our clients in assuring good governance practice and proper use of money. This is to avoid side streaming, which is rampant for some companies.

FAMILY BUSINESSES NORMALLY LACKS PROPER CORPORATE GOVERNANCE, MANAGEMENT SYSTEM AND CLARITY IN BUSINESS PROCESSES. OWNERS AT THE HIGHEST LEVEL ALMOST ALWAYS HAVE TO BE INVOLVED IN DAY TO DAY DECISIONS.


FAMILY OFFICE

For family offices that owns a vast array of fast growing companies but not maximizing its potential due to the lack of discipline in investing, unorganized investment structure, unclear IRR for project return, inadequate resource planning, sporadic ownership structure (reducing synergistic value) and the lack of harmony across Sales, Operations and Finance functions. Companies grow to such a size that embracing corporate finance and the capital market has become mandatory. Family businesses normally lack proper corporate governance, management system and clarity in business processes. Owners at the highest level almost always have to be involved in day to day decisions. This includes the issues of next generation preparation for the second generation to enter into the business. Our senior partners can be trusted to provide coaching and business insights for the second or third generation to speed up the learning curve. This is to ensure sustainability and success of the business.

CONGLOMERATES

For underperforming subsidiaries with a marginal CEO or CFO, our pool of talents can be a good add-on to change the board’s atmosphere. We can infuse the required disciplines, performance improvement, swift execution and turnaround strategies. Most headquarters knows what to do but does not have the time and resources to pay such detailed attention hence risks losing business momentum and opportunities at the subsidiary level.

CHALLENGES IN FINANCIAL INVESTING


Remains for institutional investor or creditor due to;

AGENCY PROBLEM FROM SPONSOR OR COMPANY;

Lack of common sense to deliver value for shareholders (conflict of interest or typical Agency Problem) from Board of Directors.
Lack of discipline in using other people’s money; in some cases management might divert the funds for project or to companies other than originally intended.
Lack of law enforcement in Indonesia cultivates ill motives of the sponsor or Board of Directors from doing the right things. (in some cases).

LACK OF GOOD CORPORATE GOVERNANCE

Lack of sense of Fiduciary duty as an appointed executive of Investor.
Low in quality and timely reporting on business and financial conditions.
Lack of knowledge in corporate finance, cash cycle management, value chain management business and costs drivers (in most cases)
Lack of knowledge in investment threshold, M&A and Risk management

LACK OF STATURE, EXPERIENCE AND STANDING

Younger directors (despite academically qualified) appointed as Representative of an Institutional Investors are sometimes having hard times in board room meetings at top level management decision process.
This awkward management process is not an ideal situation for a fruitful investment, thus might reduce the long term yield for investor.

CHALLENGES IN A GROWING COMPANY


It has been argued that CFO adds enormous value to the company, yet to find a suitable and willing CFO is not easy, let alone the annual package is exorbitant. This even leads to an excruciating situation when the company needs a sophisticated financial & business strategist to survive or to be sustainable in the medium term.

TYPICAL SOURCES OF PROBLEM:

LACK OF CORPORATE FINANCE & STRATEGIC MANAGEMENT CAPABILITIES

THE NEED OF A CFO

HOW IS FIDELITAS’ CFO DIFFERENT?


Our CFO can visualize Financial Intelligence, Operational Intelligence, Sales and Business Intelligence in a dashboard (or even to create one)

CEO & CFO SYNERGIES


CEO

CFO

THE SOLUTION


Our Services include:

PERFORMANCE IMPROVEMENT WITH OUR CFO SERVICES

Handholding process in setting up key drivers, business & financial roadmap, ERP setup (if necessary), dashboard, investment disciplines, financing, and equity placement.
Financial, operational, sales and business intelligence identification & process improvement strategies (i.e lean management or Just-in-time)
Periodical guidance and advisory

COMPANY KEY REPRESENTATION

for Equity Investor, Creditor or Shareholder.

CFO HIRING OR TRAININGS

for internal candidates.

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