GUIDING
BUSINESSES
FORWARD
High value financial resources for business owners and managers in the Rhode Island and southeastern Massachusetts markets.
THE SMALL BUSINESS DILEMMA
Managing a business is like trying to hit a moving target. Sometimes you need to step away to see the bigger picture and choose more wisely. All businesses need the counsel of an experienced, entrepreneurial financial leader. Yet many small businesses are stuck in a dilemma — they often need the help of a CFO, but cannot afford a full time executive.
CFO2higher exists to provide high value financial resources to business owners and managers in the Rhode Island and southeastern Massachusetts markets. With expertise in multiple business sectors, CFO2higher targets businesses in the $5 to $75 million revenue range, or any business that cannot afford a full time CFO and/or Technology Advisor, and fulfills that function on a part-time, contract basis, at a fraction of the cost. By directly providing top level analytics and strategic planning and also connecting you to controllership and bookkeeping services, CFO2higher offers comprehensive solutions to your specific financial needs, strengthening your financial future at multiple levels.
CFO2higher, will focus on your priorities or distinguish them for you, and identify the “Anchor Metrics” that drive all your strategic plans and business initiatives. By bringing current and past operating results into focus, your envisioned future will be more clear, controllable, achievable, and stable.
CFO2higher is a boutique service that partners with select clients, where we can make the most positive contribution. Industry experience includes Manufacturing, Service, Retail, Distribution, Jewelry, Fashion, Food, Nonprofit, Financial Services, Mergers, Governance and Acquisitions, Financial Statement Preparation, and Audit Management.
PAUL R ORISTAGLIO
PRINCIPAL CFO
____________________________________
Tel: 401-480-6945
Paul Oristaglio has held senior level financial leadership roles for over 35 years. As the CFO for domestic and international companies ranging from $5 to $75 million in annual revenues, including his own, he specializes in small to medium sized business solutions. He has also worked with several larger companies as a strategic advisor or auditor. Paul began his professional career with the international accounting firm of Price Waterhouse. Although not in public practice, he still holds an active CPA license. He attended Providence College on an academic scholarship, earning a basketball athletic scholarship, and graduating summa cum laude with a B.S. in Accounting and Business Management.
Knowing what it means to be a leader, a creator, a listener, and a key role player, Paul often provides strategic insights that are not readily apparent. He has the experience to provide business solutions that support growth, analyze profitability and service life cycles, and resolve complex issues. Let his diversified background as a CFO, COO, Technology Manager, and CPA for 35+ years become assets for you.
Giving Back
Paul’s commitment to community service has been lifelong, and includes visiting sick or disabled children and adults as a member of the Providence College basketball team, providing business counsel to students via the Junior Achievement Program, St. John’s Meals delivery for shut-ins, Mobile Loaves & Fishes meal delivery to the homeless in RI, and being active with Special Olympics Rhode Island as a fundraiser and money custodian for 30 years, for which he was honored with a special service award. More recently, he served on the BOD and as a volunteer for Good Neighbors, Inc., a 501 c) 3) charity which, pre-COVID, provided two meals every weekday as one of the only RI day shelters for he homeless. Although Paul is not directly involved with Good neighbors today, he is proud of their continuing service to the homeless and food insecure as a food pantry and source of daily meals for its surrounding community in East Providence.
-
Strategic Planning, Technology Management & Decision Making"CFO2higher will help you develop a business plan that contemplates alternative "what if" scenarios and calculates your ROI.
-
Growth Planning, Sequencing & Infrastructure Scaling"Within the growth/costing model, CFO2higher will develop a time line and order dependency so you can make a practical assessment of how realistic your goals are. This includes selection and deployment of enterpise technology.
-
Business Intelligence & AnalyticsCFO2higher provides Product Line, Customer Profitability and Financial Statement analyses, and will extract a dashboard of "Anchor Metrics" that will help simplify running your business.
-
Financial Projections & Cash ForecastingBy incorporating financial projections and cash forecasting, CFO2higher helps foresee your future, creating benchmarks to measure your performance.
-
Exit Strategies & Succession PlanningTypically businesses need to start succession or exit planning 3 to 7 years earlier than they think. CFO2higher addresses the obstacles to successful sale or transition of a business along the way so you are transaction-ready. When the time comes, we can also connect you to M&A professionals and Investment Bankers.
-
Other Specialty Services Include:Corporate Governance and Audit Oversight, Procuring Financing, Operational Management, Inventory Management and SKU Rationalization, Risk Assessment and Insurance Administration, Joint Venture & Strategic Partnership Formation, Information Process Management and Data Mining, M&A Due Diligence, and Acquisition Integration.
-
Enter your answer here
SERVICE AREAS
In a nutshell, we offer financial and operational analytics, strategic planning, exit strategies, and other financial services that bring owners and business managers to higher ground.
