Grow faster with less risk using financial strategies in the Optimus Framework™
We offer Fractional CFO & FP&A services to Healthcare Businesses and Insurance Brokerages that increase profit in days, not months
Your CFO advisory and FP&A services partner
Trusted by:
Common struggles our clients have:
Cash Management & Profitability
We help implement structure and help you tie operations and other decisions to financial performance and ultimately profitability and cash in the bank
Unsure on the best use of profits
Determining when AND where to spend your cash is difficult. We help you decide when to hire staff and review investments in technology, marketing, and acquisitions
Unorganized Data
Data becomes messy with business growth and manual processes that once worked might no longer make sense. We help clean your data and create structure
Our Toolkit
The Optimus Framework™ helps companies grow faster with less risk
Forecasting
We develop cash, revenue, and profit forecasts that will help you make more informed decisions.
Restructuring
We provide support during bankruptcy, reorganization, and other special situations.
Dashboarding
Custom dashboards for your business with key metrics for you and the organization to track.
Transformation
Businesses frequently outgrow their finance tech stack. We help implement new solutions for future growth.
M&A
We support growth through acquisition strategies, ensuring diligence, integration, and synergy realization is succesful.
Tactical Analytics
We provide analytic services, enabling you to make investments in marketing and staffing that generate outsized ROI.
Pricing Strategy
We help prepare pricing tests and strategy ensuring your business does not leave money on the table.
Site Selection
We provide support for businesses undergoing rapid growth, helping them identify ideal locations.
Compensation Plans
We develop compensation plans that align performance to pay, enabling you to grow faster and pay your team well
Working with Optimus
The three-step process:
1. Evaluate
Walk through a set of questions to review your current state and understand your end goal
2. Review
Conduct a deep-dive review and create a gameplan using the Optimus Framework™
3. Execute
We execute the gameplan quickly and provide regular updates, so you have lower stress and higher profits
Services
Fractional CFO
Your on-demand CFO we step in and act as your CFO, for a fraction of the cost of a full-time hire.
FP&A Services
Providing support to existing finance teams, helping to fill the gaps, and build out processes, or operate in a fractional capacity.
Data Analytics
Our analytics services enable you to link operations to financial outcomes, and ultimately, drive profits for your business.
Prior Experience
Private equity-backed Insurance Brokerages and Healthcare Services
Integrity Marketing Group
Brandon Pierron has worked in a variety of finance roles from private equity to corporate finance at public companies and startups. Most recently, he led a finance team at Integrity Marketing Group, a multi-billion-dollar private equity-backed company that made nearly 200 acquisitions. Brandon joined Integrity when the business had outgrown various finance processes. Stepping into that role, he redesigned existing processes, implemented new systems, and streamlined the department, supporting executives, investors, and departmental leaders. During that time, he honed his toolkit to:1) Manage cash / liquidity
2) Coach business financial performance
3) Increase marketing efficiency / cost control
4) Grow businesses - via M&A and organic growth initiatives
5) Manage consultants and work with lenders and investors
About Us
Brandon Pierron is Founder of Optimus CFO and is located in Dallas, Texas.He founded Optimus to provide small businesses the same level of service, received by large enterprises, for a fraction of the cost of Big 4 accounting firms and other financial consultancies.He has worked in a variety of finance roles from private equity to corporate finance at public companies and startups.Our Philosophy:
Every company is unique and needs a partner that can develop an individualized strategy around company goals and processes. We strive to be a value-add partner to our clients, not just another consultant.
What our clients think
We are a partner who drives measurable results
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FAQ
We partner with businesses generating $2m to $100m revenue. If you fall outside this range, we can point you in the right direction.
We specialize in in providing services to healthcare and insurance brokerage businesses.
We utilize a retainer-based approach as it better aligns our performance and timeliness with the end result. Exact pricing is dynamic and depends on the business needs and complexity.
We offer support for special projects and transformations. In addition, we can fill in gaps where a full-time employee doesn't make sense.
We will act as your outsourced CFO until you grow to the point where a full-time team member makes sense. Once there, we help to hire and onboard your CFO.
We avoid long-term contracts. You are free to cancel anytime.
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