Financial Solutions for Rapidly Expanding Organizations

Providing fractional CFO services in the greater Indianapolis area.

We provide reporting and advisory services without the commitment and expense of a full-time high-level CFO.

Our goal is to assist business owners and leaders to use their financial information to make educated decisions, grow their business, and increase profitability. We specialize in servicing rapidly growing companies, and family, minority, and women-owned businesses.

Christy Paddock Advisors, LLC is certified with the State of Indiana and the City of Indianapolis as a Women Business Enterprise (WBE).

Christy Paddock, CPA, CGMA

My 20+ year CPA career has taught me how valuable financial information is to the success of an organization. The ability to understand where you are, where you are going, and a plan to get there are essential to growth and profitability.

Unfortunately, when a business is rapidly changing, the current staff may not be able to support the additional business needs. Cash crunches, acquisitions, rapid growth, loss of a significant customer, and leadership transitions all cause increased strain. My goal is to provide fast, high-level assistance to stabilize finances, improve efficiencies, develop staff, create or improve reporting, complete an acquisition, or just temporarily support the current staff and leadership.

MANAGEMENT REPORTING

Profitability analysis
Segment reporting
Trend analysis and tracking
Financial Statement preparation, presentation and metrics
Monthly Financial Package Setup
Industry benchmarking

CFO TRANSITIONS / DEPARTMENT TRAINING

Assist with the selection, hiring and training of a new Controller or CFO
Find department efficiencies and synergies
Train staff to complete new reporting
Work with auditors to correct issues
Process and control documentation
Closing schedule, quick close, standard entries, and accrual estimations

MERGERS & ACQUISITIONS (BUYER OR SELLER)

Due Diligence
Valuation analysis
LOI terms and negotiation
Adjusted EBITDA calculations
Integration planning and execution

BUDGETS AND PROJECTIONS

Department budgets
Annual and multi-year projections
(by segment and/or consolidated)
What-if forecasting
Budget to actual reporting
Financial projection targeting
Break-even analysis

SPECIAL PROJECTS

Strategic planning
Commission and compensation review and analysis
Target and goal setting for locations, departments, sales, etc.
T&E policy review
Medical insurance plan review and analysis
Cash management and projections
Assist with banking relationships and credit facilities

Contract CFO Services

We provide high-level reporting and advisory services tailored to your specific needs and budget.
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Mergers & Acquisitions (Buyer & Seller)

Whether you are the buyer or the seller, we will help prepare and support you through your M&A transaction. We provide due diligence services, valuation analysis, integration planning/execution and more.
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