Services
- Our Business is
Taking Care of Your Business
Fractional CFO Services
We offer Fractional CFO services to help businesses manage financial strategy, optimize cash flow, and drive growth—without the cost of a full-time CFO.
1. Strategic Financial Planning:
* Budgeting and forecasting
* Long-term financial roadmap development
2. Cash Flow and Working Capital Optimization:
* Liquidity management
* Operational efficiency enhancement
3. Capital Acquisition and Structuring:
* Investor relations
* Debt and equity financing planning
4. Financial Reporting and Compliance:
* GAAP/IFRS reporting
* Audit support
* Risk management
5. Mergers, Acquisitions, and Exit Strategies:
* Business valuation
* Due diligence
* Transaction support
Gain CFO expertise, tailored to your business needs.
Management Consulting
We offer management consulting for optimize compamy assets and resources and help clients to achieve higher growth and profitability.
1. Strategic Growth:
* Business model optimization
* Market expansion strategies
* Mergers and acquisitions (M&A) advisory
2. Financial and Operational Efficiency:
* Cost reduction initiatives
* Cash flow management
* Risk mitigation strategies
3. Corporate Finance:
* Fundraising (equity and debt)
* Debt restructuring
* Business valuation
* Exit planning
4. Technology and Digital Transformation:
* Enterprise Resource Planning (ERP) integration
* Process automation
* Implementation of AI-driven solutions
5. Governance and Compliance:
* Internal control implementation and monitoring
* Regulatory compliance management
* Corporate governance advisory
Unlock new opportunities with expert guidance.
Capital Raising Services
We help businesses secure the right funding to fuel growth and expansion. Our expertise in capital structuring ensures businesses access optimal financing solutions.
1. Equity and Debt Financing:
* Sourcing investors (venture capital, private equity, family office)
* Securing bank and other financial institution loans
2. Fundraising Strategy:
* Developing investor pitch decks
* Creating financial models
* Preparing comprehensive business plans
3. Government Grants and Incentives:
* Identifying non-dilutive funding opportunities
* Securing government grants and incentives
4. Mergers and Acquisitions (M&A) and Exit Strategy:
* Valuation analysis
* Deal structuring
* Transaction support
5. Investor Relations:
* Negotiation support
* Due diligence assistance
* Compliance support
Secure the capital you need to grow.
Client Testimonials
Transform Your Business, Transform Your Life: Client Success Stories
“Global Financial Group excels in delivering timely, accurate financial reporting and insights, cutting the financial closing time by 50% through SAP upgrades and reporting process improvements, with a proactive, innovative and cross-departmental support approach.”
— Bruce Atkinson CA, Director,
Zurich Insurance Canada
“Your team played a pivotal role in developing an Enterprise Risk Management (ERM) system for GE's $465 billion portfolio, delivering critical performance insights and effectively mitigating risks in the wake of the Enron and WorldCom collapses, all with the highest standards of professionalism and integrity.”
— Jason Weisman, Vice President, GE Capital Corporate
“You led financial management for a $20M greenfield insurance startup, optimizing resources and reporting, driving exponential product sales growth through strategic design and pricing, and reducing expenses by 30% in collaboration with Hewitt on compensation and hiring.”
— James M. Greaney, President and CEO, IFC CUNA Mutual Insurance
“As Consulting CFO, their tax planning and cross-functional collaboration delivered over $6B PE funding, 50% sales growth, and $70M cost savings—transformational results. ”
— Hejun Lee, Chairman, Hanergy Holdings
“Your leadership in M&A, treasury, and securing a $500M syndicated loan empowered our ESG acquisition of Chiho Environmental. Strategic brilliance at its finest. ”
— Jianhua Tu, Chairman and CEO, USUM Investment Group
“From leading PWC audits to managing 30+ entity consolidations, their expertise fueled our $80M revenue and two acquisitions. Your consulting is invaluable for our IPO readiness and future growth ”
— Ling Tian, Chairman, RockySaaS
“Your meticulous US GAAP reporting and SEC compliance enabled our successful IPO on Nasdaq and $87M strategic acquisitions. A trusted partner in navigating NASDAQ complexities and fueling expansion through capital raising and M&As.”
— Tom Travis, Chairman, Visionary Holodings
“Their fractional CFO team transformed our financial strategy, enabling agile scaling across North American markets. Their leadership in securing USDA grant and equity and debt financing is critial for positing us a leader in biodegradable materials. A strategic partner in driving disciplined, sustainable growth.”
— Randy Zhang, Founder and CEO, Corn Next Holodings
“With Global Financial Group's fractional CFO, TechBlocks gained a trusted financial partner who provided proactive financial management and strategic advice on transforming from IT services to AI-driven SaaS platforms, financial consolidation and reporting, and securing multi-million equity financing.”
— Prashant Kumar, Founder and CEO, Techblocks Holodings
“Global Financial Group of Canada Limited led our US IPO, SPAC, and OTC public listings, maintained SEC compliance, and enhanced efficiency while mentoring our team. Their expertise and leadership significantly improved our financial results.”
— Robert Xu, Chairman and CEO, Golden Panegyric Inc.
"Global Financial Group has been an invaluable partner to Sgoco. Their Fractional CFO services streamlined our financial operations, ensuring compliance and demonstrating expertise in US GAAP reporting, SEC filings, and SOX compliance. They revamped our reporting processes, reducing errors by 30%, guided us through a $105M SPAC merger, and optimized our capital expenditure planning. I highly recommend Global Financial Group for top-tier financial expertise."
— Burnette Or, Chairman of Sgoco Group (renamed to Troops)
"Global Financial Group's Fractional CFO services, led by David, have been instrumental in driving our financial strategy at Yum! Brands. David’s expertise in managing our billion-dollar business planning, including quarterly forecasts, annual operations, and capital investment planning, has been exceptional. His contingency planning and tax advisory resulted in multi-million-dollar savings. I highly recommend their services."
— Peter Ma, Senior Director, Business Planning and Analysis of Yum! Brands
"Global Financial Group's Fractional CFO services have been pivotal in our growth at Maple Leaf Educational Systems. Their strategic guidance led our education company, backed by Sequoia and other VCs, through Deloitte’s IPO audit, domestic and international acquisitions, and a light-asset strategy that scaled us from 5 to 100 campuses. Their expertise in preparing for our IPO has been invaluable. I highly recommend their services for any organization aiming for transformative growth."
— Sherman Jen， Chairman
Maple Leaf Educational Systems
"Global Financial Group's Fractional CFO services, particularly David's work, delivered tangible results for Manulife Financial. Their expertise in talent pipeline forecasting and SOX compliance led to significant process improvements and strengthened our financial governance. We highly recommend their services"
— Patty Johns, VP, Corporate HR & Global Talent Management, Manulife Financial
"TD Bank Group benefited greatly from Global Financial Group's Fractional CFO services. David's team excelled in creating our client referral data model and application, and their accurate Basel III compliance reporting was invaluable. These contributions significantly enhanced our operational efficiency and regulatory adherence."
— Mark Cracknell
Vice President, TD Bank Group
"Global Financial Group's Fractional CFO services, led by David, were critical to Solarever Holdings' strategic growth. Their expertise in introducing us to investment banks, investors, and third parties for IPO readiness, along with insightful advice on global expansion and M&A strategies, positioned us for success. We highly recommend their services for any company pursuing ambitious financial goals."
— Simon Zhao, Chairman and CEO, Solarever Holdings
