FOUNDATION
  • Accounting Systems
  • Cash Flow Processes
  • Advisor Coordination
HEALTH
  • Budgeting & Forecasting
  • Production & Operations
  • Banking & Capital
GROWTH
  • Strategic Financial Planning
  • Risk Assessments
  • Revenue
  • Operating Rhythm
VALUE
  • Succession or Exit Planning
  • Readiness & Attractiveness
  • Price/Multiple

Area President

Northeast Ohio Fort Myers-Naples
About

Forest has built his career managing, developing, and leading various business enterprises. He finds joy in helping business owners find balance in their personal and professional contributions to industry and society. With over 20 years of experience in sales and marketing, operational excellence, financial control and human capital investment, he formed his knowledge base. Forest has interest in strategic and succession planning and provides corporations with a concise road map to alleviate the inherent stress of business ownership. He has been involved in several merger, acquisition, and divestiture transactions. He has extensive knowledge in family business enterprise. Forest leads with an entrepreneurial spirit incorporating cultural awareness.

Available Resources

Free Guide

Are You Ready For a Fractional CFO?

Wondering if a fractional CFO is right for your business? Download our free e-book today.

Curated insights by Forest Bookman

Get to know Forest’s other interests

Other Interests

  • Favorite activities:  Playing board games with wife and three children, family road trips, hockey
  • Favorite vacation:  Bareboat charter in the BVI
  • Favorite thing about being with FocusCFO:  The opportunity to collaborate with business owners seeking various degrees of excellence and professional satisfaction

Before FocusCFO

Forest has previously held positions as COO, VP Operations, GM and President/CEO. Recently, Forest ran a large format printing operation that produced and fulfilled promotional marketing and merchandising displays for fortune 500 companies. Additionally, he spent time managing operations at wealth management firms and manufacturing enterprises applying best practices to enhance corporate harmony and profitable results. Forest is a graduate of Colorado State University where he studied economics. He holds a certificate of management from Case Weatherhead School of Business and contributed over 10 years in the Cleveland chapter of Entrepreneurs Organization including forum moderator.

What attracted you to FocusCFO?

All business owners will inevitably face succession planning. Being part of the development, implementation and execution of the business financial strategy that helps provide a smooth and equitable transition to the community, employees and shareholders is very gratifying. I joined FocusCFO to be a resource to business owners that understand their organization is defined by those who surround them.

CONTACT

Get in touch with Forest

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At FocusCFO, we help you direct your financial strategy and achieve your goals, giving you the freedom to change your life.

FocusCFO provides expert to help entrepreneurs like you overcome these obstacles and achieve sustainable, transferable business value.

Our fractional CFOs provide the expertise of a full-time CFO at a fraction of the cost, with the flexibility to scale your support as needed. You will gain a clear understanding of your financial performance, streamline your operations, and develop a strategic roadmap for success.
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Part of Your Team

Our experienced CFOs become an embedded part of your leadership team, providing strategic financial guidance to drive growth and profitability
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C-Level Experience

Benefit from the insights of seasoned financial executives who have decades of experience working in industry, not just for it, as financial executives and entrepreneurs.
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Team Approach

Leverage the collective wisdom of our collaborative team of CFOs - decades of expertise and best practices derived from a culture of collaboration and teamwork.

THE VALUE PYRAMID PROCESS

Guiding entrepreneurs on the climb to building sustainable, transferable business value

Our fractional CFOs provide the expertise of a full-time CFO at a fraction of the cost, with the flexibility to scale your support as needed. You will gain a clear understanding of your financial performance, streamline your operations, and develop a strategic roadmap for success.

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Succession or Exit
Readiness & Attractiveness
Price/Multiple
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Planning
Risk
Revenue
Operating Rhythm
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Health

Budgeting & Forecasting
Production & Operations
Banking & Capital
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Foundation

Accounting Systems
Cash Flow Forecasting
Policies & Processes
Advisor Coordination
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value

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growth

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Health

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Foundation

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