I want to raise capital
We pride ourselves on our ability to obtain the maximum valuation for businesses. We recommend you prepare before you seek out investors – first impressions are difficult to change. Investors will require different information based on whether the company is trying to raise debt or equity, and the level of sophistication of the investor. We have experience raising capital in all these circumstances and can work with your management team to develop all the required materials.
I’m ready to grow my business
Do you need higher level advice? Does a fractional CFO make sense? We will take the time to understand your goals, help you develop a financial forecast and provide the advice you need to achieve your growth targets.
I want to merge with or acquire another business
A merger or acquisition is more than just the meeting of common goals. It’s a complex financial transaction. Having worked in investment banking and as an executive in small businesses, we have a unique outlook when it comes to the big picture. We help you get ready by completing a comprehensive analysis, and we can be involved through the entire process from executing a Letter of Intent to the final closing and post acquisition integration.
I’m ready to sell my business for maximum dollars
As an entrepreneur, are you hands-on? Does your company have liabilities? Have you put processes in place that make your day-to-day operations more efficient? How solid are your agreements with your key stakeholders? Are your financial statements in pristine condition? These are all factors which can affect the value of your company. At Vistance, we work with you to build the right foundation to maximize the value of your company.
Working with Daryl and the Vistance team has transformed the way we are able to do business. Their professional approach and detailed analysis has helped us decide where to focus our efforts and their all-in-one accounting and approach has helped me spend more energy with my clients and patients. Fiona, Rae and their team were able to provide the organized and expert accounting service we have been looking for. The regular team meetings makes it possible for us to decide which income streams to focus on. I highly recommend their CFO services for any business owner clinician like myself.
Daryl and the Vistance team were a delight to deal with. Vistance helped us while we were in the middle of a very challenging situation. With rapid growth in our business and a gap in our internal accounting acumen, we were playing catch up on many fronts. Vistance helped us focus on the skill gaps we had, and managed to cover those off while we were able to develop and build out our infrastructure to accommodate. Today everything is tight, organized and we have a clear view on every aspect of our financial position. Daryl’s CFO and CEO perspective was a refreshing change to the historical accounting view of the world through “entries” rather than looking at the business as a living, breathing organism! Thank you, Daryl, and Vistance!!
Daryl and his team have been a godsend. Our business was scaling very quickly when we were introduced to Daryl and our accountant/bookkeeper at the time could not keep up. We were also in the middle of raising our Series A and required very specific financial documents in a short period of time. His team came on board and did a full audit of our financials, cleaned up mistakes that were made in previous years, and developed processes that would help in developing a successful profitable business. They sat with us in our office and learned about the fine details of our business and our goals. Now we consider Daryl and his team as part of the business. His eye when analyzing financial models is like no other. He really takes the time to learn every aspect of the business before developing a model and giving advice.
We have been clients of Vistance Capital for over 2 years now. I have nothing but incredible things to say about working with them, especially having little to no accounting or bookkeeping background. They have been so helpful and informative in helping us build our brand from the ground up, building a strong financial model that is so easy for us to understand. Daryl has really acted almost like a fractional CFO for us, which at this stage of the game has been invaluable, giving us tips and strategies on where we should be putting our cash, based on how we’re doing. They are so on top of all of the little things that need to be done every month. We never feel like we need to reach out to them for anything; they’re always the first ones reaching out, to check in on us, and make sure everything is moving forward with the brand. We just feel like we’re in the best of hands with Vistance Capital, and highly recommend them as an accounting, bookkeeping, and financial advisory firm for your small business.
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