Executive Financial
Leadership
.... Beyond the Numbers
With 12+ years as an operating CFO and 12+ years as a consultant, we bring a rare combination of hands-on execution and strategic perspective to every engagement — focused exclusively on founder-led businesses preparing for their next chapter.
Three Ways We Engage
Growth-to-Exit CFO
"Make your company fundable, saleable, and ultimately sellable."
We build the financial infrastructure that commands premium valuations. From clean GAAP financials to investor-ready reporting packages, we position your business to attract the right buyers at the right price.
What's Included
- Investor-ready financial statements & reporting packages
- EBITDA normalization and quality of earnings preparation
- Financial model and 3–5 year projection build-out
- Due diligence readiness assessment
- Cap table and equity structure advisory
- Exit timeline and valuation positioning strategy
The Integrator
"Clean up "messy middle" financials and find immediate EBITDA."
When a business has grown faster than its financial systems, the numbers become a liability instead of an asset. We step in rapidly, establish financial clarity, and unlock the operational leverage hidden in your data.
What's Included
- Financial systems audit and clean-up
- AI-enabled reporting and dashboard implementation
- Cash flow forecasting and working capital optimization
- Immediate EBITDA identification and capture
- Month-end close process design and acceleration
- KPI framework and management reporting cadence
Fractional CFO
"CFO-caliber strategy at a fraction of the time and cost."
Executive financial leadership precisely when your business needs it most — without the full-time overhead. We embed with your team to drive strategic decisions, manage financial risk, and build the systems that scale.
What's Included
- Monthly financial review and strategic advisory sessions
- Budget development, variance analysis, and reforecasting
- Banking relationships, debt structuring, and covenant management
- Vendor and contract negotiation support
- Finance team mentorship and capability building
- Board and investor reporting preparation
How We Work Together
Every engagement is tailored to your business stage, goals, and timeline. Pricing is structured around the scope and depth of involvement — not a one-size-fits-all retainer.
Project-Based
Defined scope, timeline, and deliverables. Ideal for exit preparation, financial clean-up, or a specific strategic initiative.
Retained Advisory
Ongoing fractional CFO support on a monthly retainer. Regular cadence of strategic sessions, reporting, and availability.
Embedded Integration
Deep operational involvement — working alongside your team to build systems, lead initiatives, and drive transformation.
Pricing is customized to scope and engagement depth. Book a call to discuss your situation.
From First Call to
Lasting Impact
Discovery Call
A complimentary 30-minute session to understand your financial position, goals, and timeline.
Financial Assessment
A structured review of your current financials, systems, and gaps — delivered as a clear action plan.
Engagement Design
We propose the right engagement model, scope, and timeline tailored to your specific situation.
Execution & Delivery
Embedded partnership with regular reporting, strategic sessions, and measurable milestones.
Let's Build Your Financial
Story Together
Start with a complimentary 30-minute strategy call. We'll assess your current financial position and identify the highest-leverage opportunities for your business.