Simplify. Solve. Scale.
Your CFO.
Contact us for tailor-made solutions.
Simplify
Untangle your finances. Transparency made easy. Your Fractional CFO.
CFO Engagements
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Entity Selection
Income Tax Mitigation
Internal Controls v. Tax Reports
→ Transparency made easy
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Software Implementation
Data Mapping
Establish Internal Controls
→ Your CFO, CPA and Software Implementation project manager
Solve
Future-proof your strategic planning with custom financial modeling.
No more surprises. No more guessing.
Financial Planning & Modeling
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Transform your hard work into a demonstrable history:
Income Statements
Balance Sheets
Cash Flow Statements
→ Solutions that align best practices - with U.S. (GAAP) and International (IFRS) Accounting Standards.
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Now that you know your history, let’s look to the future:
Economic modeling converts financial history into a predictive tool.
Multi-quarter/ Multi-year forecasting
Actionable Revenue, Income & Strategic Tax prediction
→ Your financial foundation for growth. Let’s scale up.
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Modeling the future is great, but you need a solution tailor-made for:
Your industry/sector
Your geographic reach
Your role
→ Integrate planning with all your goals - accounting and beyond - with ProActive Strategies’ proprietary service.
Scale Up!
Your company is worth it! “It’s like a rocket. You only get one shot!”
Mergers & Acquisitions
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Understand the business + Validate the metrics
What are we buying?
What is the real-world value?
What are the real financial projections?
→ When scaling up means finding a business that shines.
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Full transactional preparation + Top price
Establish all support documentation
Spearhead "Quality of Earnings" studies and audits
Illustrate your performance metrics.
→ When scaling up means letting YOUR business shine.
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Need a more intricate M&A transaction?
Does your growth require multi-stage buys and sells?
We have the experience and 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.
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The total revenue of all the companies Proactive Strategies has led into their next stages of financial growth.
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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.
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Aerospace
Automotive Extrusion Manufacturing
Construction
Insurance & Underwriting
Logistics
Non-Profit Sector
Software & Technology
Truck Manufacturing
… and more!