The ValueMax CFO Program

Unlock new earnings and cash flow with our expert financial strategy services. Our Fractional CFO Program provides customized M&A, cost control, tax strategy, and financial management solutions so you can reinvest more in your business.

Financial StrategyTalent StrategyGrowth Strategy
Strategic Planning

A strategic plan defines who you are as a business and lists concrete actions to achieve your goals.

Raising Capital

Raising capital is when an investor or a lender gives a business funds to assist with starting, growing, and managing day-to-day operations.

Tax Planning

Tax planning is the analysis of a financial situation or plan to ensure that all elements work together to allow you to pay the lowest taxes possible.

Financial Forecasting

Financial forecasting is the process by which a company thinks about and prepares for the future.

Talent Strategy
HR Compliance

HR compliance is the development of procedures and policies that ensure you carry out fair practices according to law and regulations.

Learning & Development

Learning and development is a systematic process to enhance an employee's skills, knowledge, and competency, resulting in better performance.

Recruitment & Compensation

Provides analysis for compensation programs that support the recruitment and retention of high-quality faculty and staff.

HRIS Development

Human resource information system (HRIS) is a software or online solution that is used for data entry, data tracking, and the data management of all human resources operations of an organization.

Digital Strategy
Business Model Strategy

A business model is a structural model of how a business is going to operate in the market and how it is going to make money.

Marketing Strategy

A marketing strategy refers to a business's overall game plan for reaching prospective consumers and turning them into customers of their products or services.

Web Development

Web development is the tasks associated with creating, building, and maintaining websites and web applications

Process Automation

Process automation is the use of technology to automate repeatable, day-to-day tasks.

Our Approach

Book Consultation

Speak with our advisors about your needs.

Customize Plan

Design a plan that works for you.

Accelerate Growth

Receive recurring updates and gain access to a full management team.

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Mergers & Acquisitions

Maximize growth with strategic M&A guidance tailored to your business vision.

  • Gain immediate access to new revenue, markets, skills and efficiencies with an acquisition strategy.
  • Maximize your retirements funds with a tax-efficient business exit strategy.
  • Increase your competitiveness with a strategic alliance by sharing risks and increasing your resources.

Our M&A service involves annual M&A planning, and quarterly progress reviews. Once you identify a relevant transaction, we can support the transaction as an add-on service.

A Fractional CFO service from BluePrint CPAs helps you navigate M&A with expert precision.

Strategic Cost Control

Boost your profitability with precision cost control for sustainable growth.

  • Increase your reinvestment or dividend distributions by eliminating costs and improving margins.
  • Minimize risks with breakeven analysis and a deep understanding of your cost structure.
  • Achieve operational excellence by eliminating efficiencies and understanding your cost drivers.

Our Strategic Cost Control service starts with a 60 day study and report, after which we are onsite 1 day every month to assist you with executing on our recommendations. We also check-in weekly by phone and provide a monthly management update.                     

Our Fractional CFO service helps you strengthen gross margins with detailed cost control initiatives.

Tax Strategy

Retain more of your hard-earning profits. Navigate the tax maze with our specialized strategies.

  • Improve your return on invested capital by minimizing your tax burden.
  • Expand internationally to minimize taxes while gaining access to new growth markets.
  • Deepen your retirement fund and maximize your business equity value.

Our Tax Strategy service kicks off with a 60 day tax strategy deep dive, subsequent to which we provide monthly tax research updates and a quarterly tax strategy review with your management team.                   

Our Fractional CFO service helps you retain your profits for reinvestment and retirement.

Financial Management

Improve your cash flow to shareholders with cash flow management and forecasting.

  • Manage surplus cash on a tax efficient basis and boost your returns.
  • Elevate your business equity valuation by controlling and improving your operating cash flow.
  • Fund investments in R&D and better marketing with increasing cash flow.

Our Financial Management service kicks off with the development of a corporate investment and personal retirement strategy. We then prepare a quarterly cash flow forecasting model. Once your assumptions and key value drivers are defined, we spend 1 day onsite to help execute the financial strategies, in addition to a monthly financial performance review with your management team.                

Our Fractional CFO service helps you increase your cash flow to shareholder and business valuation.

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