C. F. Advisors, LLC is all about designing and using Excel-based models to increases your odds of survival by making better decisions leading to better results.

I founded C. F. Advisors in 1991 to help improve the financial performance of SEGCs by working with entrepreneurs and leaders of such companies to identify problems, implement solutions, and produce results.

The focus of C. F. Advisors throughout its history has been mainly financial, however, the interpretation of the “C. F.” has morphed over the years through the following progression:

My background and involvement with “numbers” and analysis stems from two disciplines: (1) initially as an electrical engineer (Texas Instruments); and (2) subsequently as a financial analyst (Texas Instruments), where I learned to apply analysis as being necessary to understanding; and understanding as being necessary to improving performance.

My early days at Texas Instruments were followed by sixteen years of managerial and executive experience at large companies, which led to twenty-nine years of improving financial performance at SEGCs by questioning, listening, analyzing and executing. I hold graduate degrees in engineering and business, but I am grounded in reality.

Key in my approach towards Clarity and Focus is the development of Excel-based models. I avoid the “one-size fits all” template models and instead focus on custom-designed models that fit your unique circumstances. Such models are designed for us to better understand and manage your SEGC. A well-designed custom, Excel-based model can result in greater understanding, leading to better decisions and improved financial performance.

What you get when you work with me is an experienced business advisor with an interest and skills in business and Excel who knows how to design models that provide insight and solve problems. My focus is on business solutions and not simply developing Excel spreadsheets.

My response to Covid-19.

My “retirement” and Covid-19 collided to form the perfect storm. I do not like it, and it is time to do something about it…I want out!

So, as Joe would say…Look me over. If you like what you see, then connect with me...if you don't like, then connect with someone else. So, here’s the deal.

My professional proficiency is designing and building financial models that solve business issues. I know what I am doing and am pretty good at it. So, to solve my perfect storm conundrum, I am offering to design and build a financial model for you and upon completion, you pay me a fair price for value received. This is my PARS pricing strategy. When properly designed and used, a financial model results in a better decision-making process, thus improving the performance of your company.

Now for the “fine print”. The proposed model must interest me, is in my wheelhouse and is doable within a reasonable timeframe. You must provide background detail and assumptions required to drive the model. You must be available for discussions during the model development period. You must be serious and of good character.

Why would I make such a generous offer? Because keeping myself mentally challenged, by designing Excel-based financial models and thereby making a contribution, exceeds my desire for fame and fortune.

If you think that I am nuts for making such an offer, maybe you are right; maybe you are wrong…I’ll let you know in a year or so. In the meantime, send your contact info and a brief description of your model requirements to wyn@cfadvisorsllc.com so we can have a constructive discussion.

To gain additional perspective into my beliefs and values, please look at my “Wynisms” page. After getting a sense of who I am e-mail me at wyn@cfadvisorsllc.com, call me at (612) 232-1775 or schedule an introductory phone chat and let's get to know each other.