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SERVICES

Fractional Controller and CFO Services and Valuation Report

We provide on-site and virtual controller and fractional CFO support to strengthen your financial operations and strategic decision-making.

 

Our services include month-end closing and reporting, cash flow and budgeting, KPI tracking, financial modelling, and lender or investor reporting, and independent valuation report. 

 

We ensure your finances are organized, compliant, and aligned with your growth objectives, giving you clarity and confidence to scale sustainably.

Strategic Capital & Corporate Development Advisory

We advise businesses on strategic capital sourcing across debt and equity raises, M&A and acquisition financing, asset-based and equipment financing, growth capital, and working-capital solutions, including receivables and inventory financing.​

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We also act as an internal advisor on corporate development initiatives such as acquisitions, supporting transaction strategy, diligence, valuation, structuring, and post-transaction integration. Our work is underpinned by rigorous financial modeling to optimize capital structure and support investor and lender discussions.

Business Planning and Growth Operations  Implementation

Outsource your financial needs to us, including Bookeeping, Accounts Receivable and Payable management, payroll processing and accounting.

 

Our Shared Controller services enhance working capital management, budgeting, cash flow planning, workflow optimization, and foreign exchange hedging strategies. We also offer support for closing books, establishing KPIs, working capital analysis, forecasting, managing bank covenants, designing budgets, consolidating financials, and FX hedging.

We align your company’s vision with strategic business planning, providing clear direction, priorities, and a strong value proposition.

 

Our services develop optimal organizational frameworks and key processes, optimizing HR and operations to support growth, change, and transitions. Through financial and operational analysis, competitor evaluation, and scenario modeling, we prepare you for growth while effectively managing risks.

Transaction Summary

$20,250,000

Capital Raising Projects

4

Advisory Roles

9

Projects in Pipeline

Our Team

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my dream finance partner

Richard Meng

Partner

Former CFO of Biyork Canada & US raised multi-million dollar financing and led the company to nine-digit revenue growth.

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my dream finance partner

John Qian, MBA, CFA

Partner

Former AVP of China Construction Bank Corporate Banking, experienced in banking, syndication loans, and wealth management.

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Case Studies

Interest-free Loans & Subsidies

Helped a company raise government loans and subsidies; successfully raised over one million non-interest bearing loans and over 200K in grants and subsidies

Commerical Loan

Helped a company source and compare two Discussion Papers from the major banks for a high six-digit overdraft lending facility margined against receivables and inventory

Asset-based Financing

Helped a company source and close a high seven-digit asset-based financing facility from an alternative lender when the company was still at a loss margined against receivables and inventory

Flexible Revoler and Term Loan

Helped a company at a loss source, compare and negotiate flexible term loans and revolvers from multiple alternative lenders with little reporting and financial covenants

Top Stories

Let's Talk More

You can also send your inquiry to info@mydreamfinance.com

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