Partner in Finance
and Investments
Stefan Bohren GmbH
Trust Services, CFO, Business & Financial Consulting
Services
Expert support in finance and investments
Trust Services & CFO
Business consulting & coaching
Finance consulting & Investments
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Financial accounting, annual and interim financial statements
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Budget, cash flow and liquidity management
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Financial reporting & forecasting
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HR services and payroll
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Personal & corporate tax filings
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Interim & part time CFO
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Strategic planning & business development support
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Advice on corporate structure and policies
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Mentoring & coaching
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Setup of Integrated Financial Models, KPIs & financial dashboards
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Company valuation and due diligence support
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Pitch deck creation, investor communication
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Fundraising and corporate finance advisory
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Stock & market analysis
Skills
As an investor and advisor, I have gained in-depth insights into the management, strategy, finances and business models of numerous companies across various industries and regions.
Independent & personal
No conflicts of interest: I provide independent and comprehensive advice – always focused on your specific financial matters.
Network & Investor perspective
You benefit from a broad network and my long-term and in-depth experience as an investor.
Analytical & commercial
My goal is to provide you with advice that is analytically sound and business oriented.
Cross-industry expertise
Broad sector experience enables me to deliver solutions tailored to your requirements.
About me
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Over 30 years of experience in investments, financial management, and as a CFO
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Development of over 500 financial models and conducting more than 1,000 interviews with executive management members
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Comprehensive industry and market expertise
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Experience in corporate finance
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Mentor for companies and executives
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Software skills: ERP and accounting software (SAP ByDesign, Bexio, Abacus, HubSpot), financial reporting & BI tools
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Additional qualifications: CFA & CIIA, CAS in Coaching
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German, English, Dutch, French
