We help you see into the future and chart the path to financial success by working closely with you to reduce the unknowns and bring to light actionable insights.
Private companies risk losing billions of dollars in untapped value.
Leveraging the Big 4, Fortune 500, and private equity experience of our team.
• A seasoned, effective CFO must be both strategic and operational, serving as a thought partner to the CEO and other executives, while implementing the systems and processes to help a company get to the next stage.
• Many private companies are missing out on the value creation driven by a premier, seasoned CFO.
“I founded Azul Advisors to help companies become the best version of themselves. I live for partnering with people with whom I share trust and values and as we learn together, we develop clean-fitting, effective solutions to complex problems.”
Growth and excellence thrive when individuals feel safe in expressing their honest thoughts and ideas.
We cut through the noise, accelerate strategy execution, and increase the returns. Together we rise.
• Relying on historical accounting reports (that are many times inaccurate) in hopes of assessing performance.
• Early stage focus on recordkeeping needs to evolve.
• Poor cash and capital management.
• Nonexistent or inadequate strategic plan.
• Ineffective or non-scalable processes and controls.
• Decision making based on historic data limits
strategic capacity for future planning.
• Growth without adequate capital planning can lead to financial distress (even bankruptcy).
• Growing businesses require working capital.
• Mature businesses may need to restructure
existing capital to align with slower business
prospects.
• The absence of an effective strategic plan hinders organizational effectiveness:
Team unsure of overall goal (no roadmap). Ignored/missed opportunities.
• Infrastructure unable to support ongoing growth.
• Controls or process failures can lead to financial losses and customer service
issues.
Leverage financial expertise that integrates:
• Hindsight: understand what happened
• insight: why it happened
• foresight: what is likely to happen, and
• strategic advisory: what do we do about it?
• Utilize experience in forecasting cash needs (present and future) to align capital structure with corporate strategy.
Retain external perspective to analyze situation and develop a strategy in conjunction with management:
• Organic growth options (new markets, internal efficiencies, additional market penetration).
• Buy/sell value creation options.
• Realign capital structure.
• Adjust team incentives.
• Leverage collective experience to customize controls and processes to support scalable, sustainable growth plans.
• Relying on historical accounting reports (that are many times inaccurate) in hopes of assessing performance.
• Early stage focus on recordkeeping needs to evolve.
• Poor cash and capital management.
• Nonexistent or inadequate strategic plan.
• Ineffective or non-scalable processes and controls.
• Making decisions primarily based on past performance is like driving while staring in the rear view mirror.
• Growth without adequate capital planning can lead to financial distress (even bankruptcy).
• Growing businesses require working capital.
• Mature businesses may need to restructure
existing capital to align with slower business
prospects.
• An inadequate strategic plan can seriously impede a company’s expansion or, worse, do irreparable harm. With no idea where you’re going, how can you get there?
• Infrastructure unable to support ongoing growth.
• Controls or process failures can lead to financial losses and customer service
issues.
Leverage financial expertise that integrates:
• Hindsight: understand what happened
• insight: why it happened
• Foresight: what is likely to happen
• Strategic advisory: what do we do about it?
• Utilize experience in forecasting cash needs (present and future) to align capital structure with corporate strategy.
Retain external perspective to analyze situation and develop a strategy in conjunction with management:
• Organic growth options (new markets, internal efficiencies, additional market penetration).
• Buy/sell value creation options.
• Realign capital structure.
• Adjust team incentives.
• Leverage collective experience to customize controls and processes to support scalable, sustainable growth plans.
Our mission is to shine a light on the path to your financial success, placing you firmly at the helm of your journey. With a blend of strategic insight and bespoke advisory services, we empower you to navigate the complexities of finance with confidence and clarity.
Ivan brings a wealth of experience and expertise in the field of finance, having held notable leadership positions in several renowned organizations across Big 4, Fortune 500, Private Equity portfolio companies, and major global private enterprises. Ivan has served as CFO to startups, delivered M&A advisory services, and has led large global teams across five continents, covering all aspects of strategic & commercial finance, accounting, tax, and treasury.
The CFO function within a business is responsible for multiple functions – we can
step in to support and/or fill in for all of them
We customize and deliver common sense solutions that optimize outcomes
within existing financial and operational constraints
• Budgeting and forecasting
• KPIs to monitor enterprise performance
• Alignment with other business functions
• Coordinate with external stakeholders (bankers, vendors, customers, etc.)
• Budgeting and forecasting
• KPIs to monitor enterprise performance
• Alignment with other business functions
• Coordinate with external stakeholders (vendors, customers, etc.)
• Strategic transactional advisory to companies up to $150M in revenue
• Position and prepare for debt/equity capital raises
• Debt restructuring
• Align financial strategy with enterprise strategy
• Support internal preparation for M&A activity (buy/sell side)
• Identification, selection, and coordination of external M&A advisors team: investment bank, legal, etc.
• Conduct due diligence on potential acquisition targets
• Advise and support stakeholder negotiations (M&A, debt restructurings, equity investor terms, etc.)
The CFO function within a business is responsible for multiple functions – we can
step in to support and/or fill in for all of them
We customize and deliver common sense solutions that optimize outcomes
within existing financial and operational constraints
• Budgeting and forecasting • KPIs to monitor enterprise performance • Alignment with other business functions • Coordinate with external stakeholders (bankers, vendors, customers, etc.)
• Budgeting and forecasting • KPIs to monitor enterprise performance • Alignment with other business functions • Coordinate with external stakeholders (vendors, customers, etc.)
• Strategic transactional advisory to companies up to $150M in revenue
• Position and prepare for debt/equity capital raises • Debt restructuring
• Align financial strategy with enterprise strategy • Support internal preparation for M&A activity (buy/sell side) • Identification, selection, and coordination of external M&A advisors team: investment bank, legal, etc. • Conduct due diligence on potential acquisition targets • Advise and support stakeholder negotiations (M&A, debt restructurings, equity investor terms, etc.)
We offer the CFO Suite of Services on a fractional basis to companies in the $5M- $50M revenue range as well as bespoke CFO support services to larger companies.
The CFO function within a business is responsible for multiple functions – we can step in to support and/or fill in for all of them.
We customize and deliver common sense solutions that optimize outcomes within existing financial and operational constraints.
• Align financial strategy with enterprise strategy
• Support internal preparation for M&A activity (buy/sell side)
• Identification, selection, and coordination of external M&A advisors team: investment bank, legal, tax, insurance, QofE, etc.
• Conduct due diligence on potential acquisition targets
• Advise and support stakeholder negotiations (M&A, debt restructurings, equity investor terms, etc.)
• Budgeting and forecasting
• KPIs to monitor enterprise performance
• Alignment with other business functions
• Coordinate with external stakeholders (bankers, vendors, customers, etc.)
• Strategic transactional advisory to companies up to $150M in revenue
• Assessment and restructuring of finance team to align with business needs
• Segregation of Duties
• Authorization and Approval
• Reconciliations and Reviews
• Physical Inventories
•Work In Progress
•Financial Reporting
• Position and prepare for debt/equity capital raises
• Debt restructuring
The CFO function within a business is responsible for multiple functions – we can
step in to support and/or fill in for all of them
We customize and deliver common sense solutions that optimize outcomes
within existing financial and operational constraints
• Budgeting and forecasting
• KPIs to monitor enterprise performance
• Alignment with other business functions
• Coordinate with external stakeholders (bankers, vendors, customers, etc.)
• Budgeting and forecasting
• KPIs to monitor enterprise performance
• Alignment with other business functions
• Coordinate with external stakeholders (vendors, customers, etc.)
• Strategic transactional advisory to companies up to $150M in revenue
• Align financial strategy with enterprise strategy
• Support internal preparation for M&A activity (buy/sell side)
• Identification, selection, and coordination of external M&A advisors team: investment bank, legal, etc.
• Conduct due diligence on potential acquisition targets
• Advise and support stakeholder negotiations (M&A, debt restructurings, equity investor terms, etc.)
• Position and prepare for debt/equity capital raises
• Debt restructuring
We believe that accounting and finance are business enablers. We want to know about your unique story and your goals. Finding areas of friction and how the accounting and finance function may be transformed to support you in reaching the objective becomes our main emphasis once we understand the core of your history, where you are, and where you would like to go.
We dig deeper, seeking to answer the fundamental questions:
What must be true for your company to achieve success and how do we make it a reality?
Through collaboration and shared expertise, we strive to identify and amplify those winning strategies. Together, we aim to harness your strengths and explore ways to enhance and expand upon them and ensure the finance function is an enabler of your success.
We are a premium boutique advisory firm, and we serve as partner and financial coach to owners
and executives to help them achieve their strategic objectives.
By guiding companies to become financially resilient and grow profitably, we create value benefiting owners, employees, and other stakeholders.
By guiding companies to become financially resilient and grow profitably, we create value benefiting owners, employees, and other stakeholders.
Get to the right, best answer
for our clients
Move, do, learn, course correct,
and move again
Face uncertainty head on and obsess on solving problems
Team oriented power of you, strength of us
Bad news first, face
problems together
Relentless focus on the core
A great CFO develops and implements financial strategies that support the company's long-term goals. They ensure the company's financial health by managing cash flow, identifying investment opportunities, and mitigating financial risks.
They provide valuable insights and data-driven analysis to support the decision-making process of the CEO and other senior leaders. This can include forecasting, budgeting, and evaluating the financial implications of potential decisions.
A CFO is adept at identifying areas where the company can reduce costs without sacrificing quality or impacting the company’s growth prospects. This can involve negotiating better terms with suppliers, optimizing operations, or streamlining processes to improve efficiency.
They play a crucial role in securing funding for the company’s operations, projects, and expansion plans. This includes managing relationships with banks, investors, and other financial institutions. A great CFO also oversees the company's investment strategy to ensure it aligns with the organization's risk appetite and growth objectives.
A CFO effectively communicates the company's financial status and strategies to stakeholders, including investors, board members, and employees. This transparency helps build trust and confidence in the company’s management and strategic direction.
Ensuring compliance with financial regulations and laws is a critical role of the CFO. They manage risks related to financial reporting, audit processes, and tax obligations, protecting the company from legal issues and financial penalties.
Beyond their financial duties, great CFOs often have a significant impact on overall operational efficiency. They work closely with other departments to ensure that the company’s financial strategy supports operational goals, leading to better resource allocation and productivity.improve efficiency.
A great CFO leads by example and develops a strong finance team capable of handling the company's financial needs. They invest in training and technology to enhance the team's capabilities and efficiency.
By providing financial insights and resources, a great CFO enables the company to invest in innovation and pursue growth opportunities. They play a key role in mergers and acquisitions, partnerships, and expansion into new markets.
In today's fast-paced and ever-changing business environment, a great CFO is adaptable and forward-thinking. They are capable of steering the company through economic downturns, adapting to changes in the market, and seizing new opportunities.
– We help you understand what’s happening.
Many companies face a common challenge: a lack of clear insight into their business performance and insufficient access to timely financial metrics.
We believe that accounting and reporting activities should be executed like a well-oiled numbers factory which produces accurate financial results on time, every time.
– We help you understand why it´s happening.
We work in close collaboration with your company from the executive team down to ground level employees to truly understand what drives the business and we help marry operational and financial measures to create data visualization dashboards that reveal the connections between business activities and the financial scoreboard that enable data-driven decisions.
– Once we know what’s happening, and why it’s happening, we help you do something about it.
We partner with you to craft a vision with measurable goals and chart a path of actions to succeed. We provide financial oversight, safeguarding our clients’ interests, enabling performance monitoring, and facilitating proactive adjustments in response to a dynamic business landscape.
The solutions must integrate stakeholder needs across sales, revenue-generating operations, technology, and support functions and we will help you make this happen.
We help you understand what’s happening.
Many companies struggle with business performance visibility and timely financial information.
We believe accounting and reporting should run like a well-oiled numbers factory that generates accurate financial figures on time, every time.
We help you understand why it´s happening.
We collaborate with your executive team and ground-level employees to understand what drives the business and marry operational and financial measures to create data visualization dashboards that show the connections between business activities and the financial scoreboard to enable data-driven decisions.
Once we know what’s happening, and why it’s happening, we help you do something about it.
We partner with you to create a vision with measurable goals and a plan to accomplish. Our financial oversight protects our clients, monitors performance, and enables proactive adjustments to a changing business scenario.
We will help you combine stakeholder needs across sales, revenue-generating activities, technology, and support.
In the intricate world of finance, Financial Modeling stands...
In the ever-evolving landscape of commerce, a well-crafted Business...
Corporate Finance stands as the cornerstone of a company's...
In the complex world of finance, the ability to...
Your vision, our strategy. Together, we elevate your financial journey to new heights. You’re the star; we’re your guiding light.
313 Lilac St Suite 1B, Houston, TX 77009
