Vision ~ Integrity ~ Solutions ~ Results ~ Value Viking Overview - - PowerPoint PPT Presentation
Vision ~ Integrity ~ Solutions ~ Results ~ Value Viking Overview Team of 4 partners and 2 analysts 80 years of combined Banking/Finance experience Founder of a Bank 25 years of CFO Experience $3.5 Billion of capital
Vision ~ Integrity ~ Solutions ~ Results ~ Value
CFO & Controller
Valuation
Project Driver
Transition or Exit
From start up to mature businesses, Viking Advisory Group has partners with CFO experience from diversified industries, including oil field services, construction, medical services, software development, research & development, and science based businesses. We have demonstrated the capability of assimilating into complex situations and creating measurable value for our clients.
Viking CFO Services are key for businesses who need strategic financial leadership in:
Based on life cycle stage of company
Start-Up
Emerging
Growth
Maturity
Always: Cash Flow Liquidity Risk Management Sales & Customer Focus Correct & Timely Information
Hands-On, Practical, Measurable, Results
Discover
Strategize
Implement
held accountable
Advisor
Measure
Vision ~ Integrity ~ Solutions ~ Results ~ Value
Keep it simple and make it easy. Deliver when you said and what you said.
1.0 INDIVIDUALS Request Receivd 1.1 1.2 1.3 1.4 2.0 Request Receivd 2.1 2.2 2.3 2.4 2.5 2.6 2.7 3.0 Request Receivd 3.1 3.2 3.3 3.4 3.5 4.0 Request Receivd 4.1 4.2 Resume, Bio or Curriculum Vitae for owners, also for corporate officers and managers Personal Financial Statement, current within 60 days with documenting asset statements Three most recent years of filed tax returns with all attachments, W-2s & K-1s, in addition to extension, if most recent year is not yet filed To avoid several lenders pulling your credit and lowering your score, we request each individual get a copy
also request permission to share this information with prospective lenders. Here is one website where you can order all 3, there are many others out there also: www.annualcreditreport.com Interim Financial Statement to include a Balance Sheet & Profit & Loss Statement, current within 60 days Copy of any previous Debt Schedule Copies of any previous Budget or Forecast for 2017 Three most recent year-end financial statements to include a Balance Sheet and Profit & Loss Statement Three most recent years of filed tax returns with all statements, schedules & K-1s, in addition to extension, if most recent year is not yet filed FOR EXISTING BORROWING OR GUARANTEEING BUSINESS ENTITIES BANKING & REGULATORY DOCUMENTATION FOR EXISTING AFFILIATE BUSINESS ENTITIES If you have a business plan, please forward. In any case, we need a write-up on the history of the business(es) Any notices you have gotten from the bank Any notices from any regulatory agency Latest cash flow forecast Loan documentation (at least the Loan Agreement and Promissory Note) Any comments/review by your CPA Last 3 bank reporting packages submitted (including any compliance certificates) Corporate documents for all borrowing and guaranteeing businesses Three most recent years of filed tax returns with all statements, schedules & K-1s, in addition to extension if most recent year is not yet filed
Make sure your books are up to date, consistent and tie to your tax returns and other information provided.
Measurements Tools/Assessments
Key Performance Indicators/Ratios
Key Performance Indicators are quantifiable measurements, agreed to beforehand, that reflect the critical success factors of an organization. They will differ depending on the organization.
Dashboards, Financial & Operational Modeling
budgets & projections
analysis
…..and why is it important?
The scorecard should tell your story for you!
Viking’s Partners have over 25 years in banking experience. Through this experience, Viking has cultivated an extensive network in the banking
and community banks. Additionally, Viking has leveraged its work history to cultivate relationships with individuals and companies across multiple industries. Through these relationships, Viking has access to potential providers of subordinated debt and equity. Utilizing these resources, Viking has the capability to access the capital markets
needs of the client.
Throughout the business cycle, transitional events occur to every company. These include:
When these events occur, or are anticipated to occur, having the correct knowledge is critical to success. Having a professional assessment of the value of the company is a vital component of a successful transaction. Viking Advisory Group provides various levels of Valuation Services designed to best fit the needs of the client. Viking also has a SBA compliant valuation service to provide banks an independent valuation of companies.
Timing is everything with a transition and Viking’s suite of pre-transition services take clients from the pre-planning stage to the sale of the business.
What is Needed and When? Strategize how transition will affect the company. Viking Transition Services include:
Boost Sales Now Cut Costs Now Launch Your New Product Raise Money Buy Out Competition Expand into New Markets Improve Financials Increase Productivity Improve Operations Reverse Losses Reduce Lead Time Exit
Vision ~ Integrity ~ Solutions ~ Results ~ Value
Banking Insurance HR/Payroll Accounting IT Marketing Valuation Legal Tax Capital Needs Planning Risk Mgmt Production/ Operations Investments
PK Kvien
Experienced CFO with over 20 years finance and banking
liquidity management functions as well as international
growth in multiple organizations.
Scott Schroeder
Professional experience in corporate banking, real estate and mutual funds. Strong background in financial and transaction analysis, financial valuation, earnings projections and relationship management
Keith Cruthirds, CPA Christian Rasmussen
Seasoned controller and internal auditor with a professional career that spans public accounting, internal audit, corporate accounting, finance and consulting Solid experience within the area of SEC and financial reporting, general accounting, ERP and Hyperion implementation, compliance, pre-audit services, risk assessment, process improvement, and contract consulting. CFO for public and privately held multi-national firms. With 20 years’ progressive experience in multi-segment consolidated reporting and strategic planning. Evaluation of
acquisition targets along with completing and integrating 6 multi-million dollars transactions; selecting and implementing accounting/ERP packages that will allow the business to grow yet maintain control.
Office: 10655 Six Pines Dr., Suite 230 The Woodlands, TX 77380 Web: www.vikingadvisorygroup.com
Contacts: PK: 832-348-3939 Email: pk@vikingadvisorygroup.com Scott: 713-416-6167 Email: scott@vikingadvisorygroup.com Keith: 713-858-5158 Email: keith@vikingadvisorygroup.com Christian: 713-705-4178 Email: christian@vikingadvisorygroup.com
From I-45, exit Woodlands Pkwy, EXIT 76B. Drive 1.3 mi and turn left (south) at Six Pines
Spurwood Building