Solve. Simplify. Launch.Vision.

Your CFO.

Contact us for tailor-made solutions.

Our Services

We provide experienced pre- and post-sale readiness, transitional support, fractional CFO, Accounting and Consulting services.

CFO Engagements

Transparency made easy. Plan ahead. Ask the right questions. Untangle your finances with our range of services from organizational accounting to contract CFO engagements.

    • CPA Reviews

    • Closing the period/year-end finances

    • Formulate asset schedules and recognition of depreciation

    • Configure accrual accounting

  • ProActive has implemented systems in numerous industries - from small business products like QuickBooks to full Enterprise Resource systems for large companies like Oracle.

    • Spearhead the software implementation process

    • Coordinate connections to other company systems

  • If your company needs more in-depth expertise to ensure your investments are on a growth track, we also provide Fractional CFO services

    • "Quality of Earning" Studies, audits and other engagements

    • Raising capital

    • Intricate insurance and banking issues

    • Secure financial practices against fraudsters and leaks.

Financial Planning Tools

Future-proof your financial planning with our proprietary tool. Powerful insights at your fingertips. No more surprises. No more guessing. The future is in sight.

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Mergers & Acquisitions

Fortify your due-diligence. Whether your growth means buying "the perfect" company or selling your own remarkable one. Get what it is worth. "It's like a rocket. You only get one shot!"

  • Due-diligence = understand the business + the metrics

    1. Comprehensive interview of target-company staff

    2. Validate cash flow, customers and revenue

    3. Validate financial projections

  • Due-diligence = full transactional preparation + top price

    1. Establish all support documentation for market, including Confidential Information Package.

    2. Spearhead "Quality of Earnings" studies and audits

    3. Illustrate your performance metrics with clear and evidentiary financial projections

  • Need a more intricate M&A transaction? Does your growth require multi-stage buys and sells?

    We have the expertise to navigate, execute and close the deal.

    Done and done.

About Us

“At ProActive Strategies, we collaborate with clients to clear the path for success by forging a robust foundation for financial and market success.” - Shane Cormier, CEO of Proactive Strategies

Our CEO, Shane Cormier, has 25 years of leadership experience in North-East Florida, and has worked as a CFO in several sectors including Construction, Software & Tech, Insurance & Underwriting and Aerospace, with companies whose revenue range from $500 thousand to $3.9 billion.

Shane is a licensed Certified Public Accountant in Florida and a member of the Forensic and Valuation Section of the American Institute of Certified Public Accountants. He also received the "Ultimate CFO" award from the Jacksonville Business Journal in 2016.

ProActive Strategies has had client engagements throughout Florida and across the US.

  • The total revenue of all the companies Proactive Strategies has led into their next stages of financial growth.

  • As CFO, we have spearheaded and implemented strategic procedures for private companies to be sold for 8 to ~18 times EBITDA (standard metric for company value).

    200 to 1000% more than the average company sales, nationwide.

    • Aerospace

    • Automotive Extrusion Manufacturing

    • Construction

    • Insurance & Underwriting

    • Logistics

    • Non-Profit Sector

    • Software & Tech

    • Truck Manufacturing