THE OUTSOURCED CFO TEAM FOR BUSINESSES WITHOUT A FULL-TIME CFO.
THE STRATEGIC
VOYAGE'S STORY
Matt Wilhelmi founded Strategic Voyages in 2018 from a spare bedroom at his father’s house in Geneva. He built his client base by cold calling on business bankers and commercial lenders who needed financial
workout support, turnaround consulting, and fractional CFO support for their clients. He also published Taboo Business Questions in 2019 which aims to ask critical thinking questions that cause entrepreneurs to focus on the blindspots in their business. Today, Strategic Voyages has supported hundreds of clients across the country and is looking for more success stories.
MATT'S BACKGROUND
Matt spent time at Chase Bank and US Bank where he supported small businesses with their banking needs and business lending. After growing tired of the corporate limitations on the support and advice allowed to be given to clients, Matt turned to business consulting. He spent 3 years at an accounting firm where he found, integrated, and supported the funding of 3 acquisitions which took the annual revenue of the firm from $200K to over $2M, annually. Shortly after starting Strategic Voyages, Matt met with a hedge fund in New York that needed outsourced CFO Services for their clientele across the country and Matt’s business expanded to handle the influx of clients. He’s been called “The Growth Strategist,” “The Remote Controller,” and “The Wizard of Business Finance.”CFO SERVICES
All our engagements begin with an SV Analysis where we collect necessary information from our clients so we can build our Strategic Approach; ensuring we identify the root cause of any business issues.Click here to learn more.
Funding Support
Business Guidance
Accounting Services
Performance Coaching
Succession Planning
Software Implementation
Operational Improvement
STRATEGIC VOYAGES RECENT SUCCESSES
Presenting Issue: Couldn't make payroll 3 weeks before Christmas for staff of 40 employees Process: Emergency cash infusion, financial review, process mapping through 8 weeks on site time Results: Transitioned business operations to management company. Corporate realignment of leadership “Matt and his team helped me finance operations so I could have a little breathing room. Then, they found a national company that was willing to take over my operations and finances so I could do what I love; develop new recipes.” -Jim
Presenting Issue: Unable to secure financing and cash flow issues Process: SV Analysis and financial review. 2 days on site. Financing proposal and functional organizational chart development. Results: Reduced debt service by 85% and hired 2 team members. I couldn't have gotten to where I'm at financially without Matt and his team's help. My business got turned down for a business loan and Matt was able to review my situation, make some recommendations, and we got approved and funded in less than 6 months. Our interest rate is half of what it was and our lower monthly payments allowed me to hire a restaurant manager." -Courtney
Presenting Issue: No plan of succession to next generation Process: SV Analysis and 2 days of onsite visits. Worked through the SV succession planning questionnaire. Worked with both father and son to identify the KPIs needed to maintain the business Results: Father was successfully bought out and son can grow the business. “My business has been around since the ‘70s. I bought it from my father in the 80’s when he got cancer and cash flow was upside down. I met Matt in 2019 and with his team’s help, I can now pass along a profitable enterprise to my son to carry on the family business.” -Michael
Presenting Issue: Too many projects, too much work, lack of financial controls in place to manage Process: SV Analysis and 4 hour strategy session. 4 on-site visits, met with their team and created a functional organizational chart with position guides. Mapped out the flow of information across the software we had. Created a policy and procedure manual for the team to visualize the project management lifecycle. Results: Software that talks to each other, transparency into financial forecasting and job costing. “When I told my banker we needed a CFO, he didn’t hesitate in recommending Matt and his company. His exact words, “You might not need to spend the money on a full-time CFO just yet. I’d call Matt first” and thank goodness we did. He got our Quickbooks to talk to our Project Management Tool which streamlined our entire project management process.” - Gabriel