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Thought Partner - CFO Advisory

Strategic Financial Guidance with CFO Advisory

A CFO's (Chief Financial Officer) job is to guide a business towards being a growing, more profitable and successful business. We'll give you one so you can have more profit and more cash flow than last year - every year.

Thought Partnership for Smarter Business Decisions

Making informed financial decisions requires more than just number crunching—it demands a strategic perspective. At Optima TP, we serve as your thought partners, providing deep financial insights and executive-level advisory to enhance your company’s performance. Our experts help you identify opportunities for growth, streamline operations, and develop actionable plans to achieve financial success.

Expert CFO Advisory for Financial Excellence

At Optima TP, we understand that strong financial leadership is key to driving business success. Our CFO Advisory services provide expert guidance to help you navigate financial complexities, optimize cash flow, and enhance profitability. We act as your strategic financial partner, assisting in decision-making, risk management, and operational improvements to ensure your business remains competitive in a fast-changing market.

About Me

Gustavo Pagliuso Machado is a seasoned executive with over 20 years of experience in leading global multinational companies and  consulting firms, specializing in strategic financial management, tax management, business transformation, and corporate advisory. Throughout his career, he has worked with multinational companies and advised clients across various industries, providing expert guidance on financial and tax planning, operational efficiency, and sustainable growth strategies. His extensive expertise in navigating complex financial landscapes has made him a trusted advisor to businesses seeking to optimize performance and drive long-term success.

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As the Founder & CEO of Optima TP, Gustavo brings his deep industry knowledge and leadership skills to help businesses achieve financial excellence. Under his direction, Optima TP has become a premier advisory firm, offering tailored solutions in tax planning, CFO advisory, and business incorporation. His commitment to innovation and client success ensures that companies receive strategic, data-driven insights to strengthen their financial foundations and thrive in an ever-evolving market.

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Unlock Financial Success with Expert CFO Advisory

With Optima TP’s CFO Advisory services, you gain the strategic financial expertise needed to drive success and long-term business sustainability.

The 16 Parts of Your Business

Parts that drive revenue

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   1. Leads: The number of ideal customers that have been made aware of you.

   2. Conversion rate: The percentage of leads that become paying customers.

   3. Retention rate: The percentage of customers who come back each year.

   4. Purchase Frequency Rate: The number of times a customer purchases in a year.

   5. Average Transaction Value: The average value of every purchase a customer makes.

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Parts that drive profit​

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   6. Cost of Goods: How much it costs you to provide the ‘goods’ to each sales transaction.

   7. Marketing Expenses: The total cost of marketing measured as a percentage of revenue.

   8. Payroll Expenses: The total amount of payroll not already included in Cost of Goods.

   9. Overhead Expenses: All other operational expenses (e.g., rent, insurance, office supplies)

  10. Other Income/Expense: All other non-operational income or expenses.

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Parts that drive cash flow​

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​  11. Days Sales Outstanding: Number of days it takes to collect from customers.

  12. Days Inventory Outstanding: Number of days to sell your inventory.

  13. Sale or Purchase of Assets: Selling of assets (e.g., a truck or machinery) will increase cash flow. Purchasing assets will decrease cash flow.

  14. Days Payable Outstanding: Number of days it takes to pay your suppliers.

  15. Using or Paying Down Debt: Using debt will increase cash flow. Paying down debt will decrease cash flow. (But be careful as debt should be only used to purchase something that will have a ‘return on investment’.!)

  16. Owner Investments or Distributions: Investing your own money will increase cash flow. Taking distributions will decrease cash flow. (I prefer you take distributions!)

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Benefits of Thought Partner - CFO Advisory

  1. Strategic Financial Planning – Develop a clear roadmap for growth with expert financial forecasting and budgeting.

  2. Cash Flow Optimization – Improve liquidity management and ensure financial stability for your business.

  3. Profitability Enhancement – Identify opportunities to increase revenue and reduce unnecessary costs.

  4. Risk Management – Mitigate financial risks through proactive analysis and strategic decision-making.

  5. Operational Efficiency – Streamline financial processes to enhance productivity and reduce inefficiencies.

  6. Investment & Capital Structure Guidance – Optimize capital allocation and funding strategies for sustainable growth.

  7. Mergers & Acquisitions Support – Gain expert insights for evaluating and executing business expansion opportunities.

  8. Compliance & Financial Reporting – Ensure regulatory compliance and maintain accurate financial statements.

  9. Data-Driven Decision Making – Leverage advanced financial analytics to make informed business choices.

  10. Cost-Effective CFO Expertise – Access high-level financial leadership without the expense of a full-time CFO.

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