How may we serve you?
We work with business owners before and after liquidity events to better understand what this means for their financial future and the options it may provide them.Learn More
We help executives leverage their compensation plans to achieve their next adventure.
We work with family leaders to create more cohesive plans to engage estate and generational planning for long-term durability.
The Vantage Point Chief Financial Officer process is driven by Barbara Ray, a seasoned advisor who not only knows the business world inside and out, but practices it by building a deep level of trust and assurance with each individual client.
As a former executive at a $20 Billion Fortune 40 Company, Barbara Ray, CPA/MBA, holds the PFS designation from the AICPA. She has over 30 years of experience in finance ranging from start-ups to Fortune 40; the last 10 years of which has been used to bring this experience to her clients and to the community.
Barbara Ray’s years of experience chart the course to financial peace of mind and heart. It begins with a journey of discovery that offers a tailored, customized financial plan for each client’s specific present-day needs and expectations for the future.
As your Private CFO, Barbara Ray is your financial point person offering strategic, personalized direction within a fee-only structure and fiduciary standard of care. > CLOSE BIO
The Private CFO Process
The Private CFO Process is about making one decision, one step at a time, that will lead to financial peace of mind.
The GAP Analysis Includes:
- Executive compensation plans
- Stock options
- SARs, RSUs, etc.
- Deferred compensation plans
- “C” level employment contract reviews
- Business succession
- Sale of business
- Cash flow planning
- Tax management
- Investment management
- Retirement planning
- Estate planning and coordination
- Wealth transfer
- Family mission
- Complex family dynamics
- Longevity planning
- Trustee obligation guidance