Mergers & Acquisitions and Private Capital Raising

Florida Office:
736 Peakes Point Dr.
Gulf Breeze, FL 32561
Phone: (850) 677-1989

Legacy Introduces Part-Time CFO Service

September 2009

Legacy Securities Corp. introduces Part-Time CFO Services which will be delivered by its bankers who have substantial accounting experience in addition to extensive experience with financings and strategic transactions. The new service is well suited for companies that: (i) require access to a quality, experienced professional CFO, but only need part-time service, (ii) consider raising institutional capital or effecting a shareholder liquidity event, (iii) desire to improve relations with existing lenders and shareholders, and (iv) need to improve financial performance through better information and strategy.

The benefits of Legacy's Part-Time CFO Solution include: (i) cost effective, yet very powerful, (ii) pay only for the work which is required, (iii) gain an experienced finance and accounting professional as your CFO, (iv) improve profitability through better information and management decisions, and (v) identify and address issues which impact ability to raise capital or sell your company (customer concentration, timing the transaction, financial and information systems, management depth, etc.).

Why choose Legacy's Part-Time CFO Solution? Legacy professionals have very strong accounting and finance backgrounds. Legacy has extensive experience with financings (private equity and debt) and strategic alternatives (sales, divestitures, recapitalizations, acquistions, etc.) over the last 15 years. Legacy has an excellent track record of transaction success--closed 90% of engagements. Legacy professionals have broad industry experience--technology, healthcare, business services, hospitality, manufacturing.