Issues
- COVID-era uncertainty and cash-flow pressure
- Need for CFO-level reporting and program guidance
- Time-consuming search to hire in-house leadership
- Loan terms limiting flexibility and growth
- Leadership transition requiring steady financial oversight
Challenges Driving Change
What began as a short-term need evolved into a 5-year partnership during periods of recovery, transition, and growth. As a middle-market fresh food distributor serving schools and workplaces, occupancy limits and closures during the pandemic disrupted demand and created operational and financial challenges. These COVID-related obstacles, as well as recent downsizing in their accounting department, led to the launch of their relationship with Venturity.
A Strategic Finance Solution
At the onset of the relationship, Venturity provided Fractional CFO guidance to stand up essential reporting and navigate available COVID-era relief programs, pairing clear financials with scenario planning to inform decision-making under uncertainty. As credit conditions evolved, Venturity’s Fractional CFOs led the client through a “Main Street Loan” refinancing- soliciting and reviewing bank proposals, evaluating terms, crafting the financial narrative to secure the most advantageous option, and guiding the process from selection through close.
Rather than initiating the lengthy process of rebuilding their in-house accounting team, the client chose to further engage and rely on Venturity as their embedded finance function. When a major leadership transition came into play, Venturity formalized processes and controls, elevated the cadence and quality of management reporting, and supplied ongoing CFO leadership. Venturity’s Fractional CFOs directly supported the client’s CEO transition- advising stakeholders and ensuring continuity at the executive level for a smooth transition.
Key Initiatives:
- Guided evaluation of relief programs and implemented KPI-driven reporting
- Led loan refinancing to improve terms and flexibility
- Orchestrated a leadership transition with uninterrupted financial operations
- Translated raw data into narratives that informed strategy and stakeholder communication
One Step Further
Recently, the client reached a pivotal turning point- returning to profitability, resuming partner distributions, and achieving a year-over-year revenue and EBITDA growth with a combined increase of more than 20%. When buyer interest emerged, Venturity’s Fractional CFOs stepped in to provide investment banker selection support, a diligence-ready question set, and the critical financial data required for bank forms and a sell-side package. By distilling complex metrics into a clear, compelling narrative via dashboards, Venturity helped the client present the strongest version of the business to buyers and make confident, well-informed decisions about the next steps.
Key Outcomes For Our Client:
- Return to profitability following pandemic impacts
- Resumed partner distributions and consistent EBITDA growth
- Leadership transition completed without disruption to operations
- Sales-readiness with a clear, defensible financial story and metrics for buyer diligence
Our Commitment
Venturity goes beyond the numbers—pairing accurate, timely accounting with proactive CFO-level leadership—so owners can make informed, strategic moves at every stage: recovery, transition, growth, and exit. Learn more about Venturity’s Fractional CFO Services here.
