OUR TEAM

J. Todd Brumley

Director of Business Development

J. Todd Brumley is a business development professional specializing in middle-market businesses. Since 2007, Todd has been involved in business development within the accounting industry. In addition to his business development acumen, Todd brings deep financial expertise to his current position at Blueprint CFO, with a history of leadership as a banker and CFO.

Todd began his career nearly 45 years ago as a middle-market commercial banker for Union Bank in Orange County, successfully lending over $100 million to various businesses. After almost a decade in his banking role, Todd became the CFO of Tri-Ed, a national, multi-location alarm parts distribution company. Subsequently, Todd was recruited to become the CFO of NACC, the largest contract alarm monitoring facility in the United States at the time. During his tenure, Todd successfully arranged financing with State Street Bank & Trust to acquire portfolios of recurring revenue alarm accounts and oversaw audits by Arthur Andersen.

In 1993, Todd ventured into entrepreneurship and founded Griffin Monitoring Corporation, an alarm installation and monitoring company. Griffin Monitoring became the first UL-approved alarm monitoring company to utilize PC-based software. He later sold the company, which now operates under the name Jadtec Security. Since this exit, Todd has been involved with several startup businesses, acting as a founder or consultant.

Outside of work, Todd enjoys playing guitar in a Rock ‘n Roll band.

Valuation Planning

Blueprint CFO will work with executive leadership to determine shareholder value, and run various models to determine estimated company valuation. Together, we will determine milestone objectives to increase shareholder value and track company performance in relation to these targets. We will review your company’s organic and acquisition growth options to create shareholder value, and emphasize tax planning to optimize shareholder value upon a sale or purchase. We can also focus on Initial Public Offering (IPO) Planning and Readiness.

Analytics & Business Intelligence

We believe that being data-driven is key to profitability. As such, we can help you create meaningful dashboards and scorecards for your business, analyzing performance against key performance indicators and other factors. Our profitability reporting and analysis tools will help drive business decision-making and provide insights into trends, predictions, results, and potential strategic direction moving forward.

Goal Setting & Tracking

Our team can partner with company leadership to establish goals and objectives for the company, for both the short and long term. Additionally, we will help leaders develop meaningful Key Performance Indicators (KPIs) to track and measure results.

Insurance & Tax Planning

Blueprint CFO can work with businesses to review insurance needs and requirements, as well as plan for taxes and R&D credits.

Human Resources

We can assist your HR department with employee benefits planning, and can also perform compensation studies to ensure best practices are implemented across the business.

Accounting & Finance Support

Whether you have an internal team in place or need more hands-on assistance, Blueprint CFO can oversee and advise your accounting and finance department. From preparing general ledger transaction entries to completing month-end closes, forecasting to crafting financial statements, developing customized reporting packages to implementing more effective software, Blueprint CFO can bring you everything from a supportive junior or senior accounting team, all the way to high-level strategic CFO consulting.

Mergers & Acquisitions

Blueprint CFO can partner with company leadership to improve strategic business plans and assist with the development of organizational growth strategy. We can also create financial reporting packages and proformas for capital raises, investments, acquisitions and/or banking requirements, and provide due diligence on company-focused deals.

Financial Planning

We can prepare, create and/or review financial statements. This includes providing trend analysis, developing cash flow projections, and tracking operational and financial performance, with insight into budget and forecast variances.

Banking Services

Our team can help your company to establish high-level banking relationships, and offer expert advice and support when it comes to sourcing bank loans, etc. Additionally, we can review and determine the optimal capital structure for refinancing or a liquidity event.

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