C.F. Advisors began 15 years ago when Wyn realized the need for small, emerging companies to have at the management table seasoned, solid financial advice, guidance, and analytics – without the budget and overhead of a full-time employee.

C.F. Advisors became a cost effective solution for growing companies to add a part-time CFO to their management table.  Wyn has provided hands-on business advice and established a strong financial foundation for over fifty small emerging growth companies.  Assignments have ranged from short term (three – four months) financial evaluation studies to long term (multi-year) relationships as interim/part-time C.F.O.  His contributions have typically included:

• Implementing accounting systems.
• Selecting and training accounting and administrative professional staff.
• Developing financial and reporting systems.
• Implementing and maintaining cash control systems and procedures.
• Developing long range business and financial plans.
• Developing financial and operational spreadsheet models.
• Guiding companies through both the acquisition and private placement process.

As a result of his varied experience, Wyn is comfortable discussing business issues with accounting staff, executive management, investors, bankers, auditors and members of Boards of Directors.  As such he played a pivotal role in developing and presenting long range financial plans that successfully attracted capital.

Through his work with C.F. Advisors, Wyn uncovered the need for the application of spreadsheet tools to give a much more structured approach to the analysis of what-if options and tools for better management decision making for the entrepreneur, small and mid-size business owner.

Capitalizing on a career of acquired skills and leveraging them to help small and mid-size business managers for more effective financial management, Wyn launched WynPlan to help provide the stories behind the numbers that management needs to more effectively manage their business.