Meissner: Your Fractional CFO
Our Fractional CFO services provide unparalleled financial leadership and strategic planning for your business. Our team is bringing over ten years of experience working with real estate companies and a broad range of financial strategy expertise. Managing finances for multiple entities, especially in the real estate sector, can be complex and time-consuming. That’s where we come in.
Our Fractional CFO services offer unique skills and insights tailored to your specific needs. Whether you need help with cash flow management, tax planning, or investor communication, we provide comprehensive solutions to streamline your financial operations. By partnering with Meissner, you gain access to top-tier financial expertise without the overhead cost of a full-time executive. We take the time to understand your unique business structure and offer tailored solutions to drive your financial success. We aim to help you make informed decisions that foster growth and profitability while minimizing risks and optimizing financial performance.
What is a Fractional CFO?
A Fractional CFO is a part-time, highly experienced financial executive who provides the same services as a full-time CFO but on a flexible, scalable basis. They offer strategic financial guidance, financial reporting, and operational support without the overhead cost of a full-time executive. Our Fractional CFOs can help you manage cash flow, plan for taxes, communicate with investors, and more.
What We Do
Real Estate Portfolio Experience
Our Fractional CFO has over 30 years of financial expertise with real estate companies. Their deep knowledge provides precise financial management and strategic decision-making, driving your business’s success.
Broad financial strategy experience
Meissner’s Fractional CFO excels in budgeting, forecasting, investment analysis, and risk management. This expertise ensures smarter financial decisions and drives your business’s growth and success.
Meissner’s Fractional CFO Services
Unlock the full potential of your real estate investments with Meissner’s Fractional CFO services. Our expertise spans investment tracking, financial forecasting, tax planning, and strategic debt management. We provide comprehensive support for acquisitions, dispositions, leasing, construction coordination, and sustainability projects. With Meissner, you gain a trusted partner dedicated to optimizing your financial performance and driving long-term success in the real estate market.
Real Estate Investments Fractional CFO
Meissner tracks your existing investments’ financial performance and completes financial underwriting for prospective acquisitions. Our Fractional CFO services provide worst, average, and best-case scenarios for economic performance and property valuations, helping you make informed decisions in various market conditions. We analyze investor distributions and compare the current yield to proforma expectations, clearly understanding your investments’ performance. For new acquisitions, we provide comprehensive underwriting that includes scenario comparisons, evaluates the impact of the investment on your portfolio, and identifies capital requirements and reserves to ensure financial alignment. Additionally, we specialize in designing, reviewing, and approving Investor Package Offerings to facilitate transparent and effective communication with stakeholders. Our services also forecast cash reserves and future distributions, aligning outcomes with owner and investor goals.
Operating Business(es)/Overall Business Holdings
We understand your business structure and provide services for managing your business entities. This includes current-year cash flow analysis to assess your immediate financial health and future-year projections to align with your long-term goals. Our team develops an Operating Capital Plan tailored to your needs, ensuring sufficient liquidity and resource allocation for growth. Additionally, we deliver Quarterly Income Tax Planning for each entity, helping you easily optimize tax obligations and maintain compliance. These offerings are essential to our Fractional CFO services, which are designed to support your business at every stage.
Lenders & Investors Fractional CFO
Meissner’s Fractional CFO services involve actively seeking lenders and managing lender communication to secure favorable terms that align with your financial strategy. We also serve as a single point of contact for clear and consistent investor communication, ensuring your values and goals are effectively conveyed and implemented to build trust and maintain alignment with all stakeholders.
Fractional CFO Tax Planning
Delve into the tax implications of each property and business entity with Meissner’s Fractional CFO services. We strategically plan distributions and outline property performance, assisting with tax appeals and cost segregation projects to maximize your real estate’s tax benefits. We address current-year tax obligations for operating businesses and related entities, including the timing and sources of funds to meet these responsibilities efficiently. For real estate investments, we prepare and distribute Investors’ K-1s and manage clear and consistent investor communication to ensure transparency and alignment.
Ready To Hire a Fractional CFO?
Experience the Meissner difference with our seasoned financial experts. With over 30 years of real estate finance experience, we provide tailored solutions for cash flow management, tax planning, investor relations, and more. Our Fractional CFOs offer strategic insights and comprehensive support, ensuring your financial operations run smoothly and drive growth. Say goodbye to the overhead costs of a full-time executive and hello to smarter financial management. Contact us today to discover how Meissner’s Fractional CFO services can elevate your business.
Contact Us Today
If your business needs strategic financial leadership and comprehensive support, a Fractional CFO from Meissner may be the perfect solution. Contact us today to learn how we can help you achieve your financial goals and drive your business forward.