What we do
Five ways we work with owners and leadership teams. Most clients start with one and add another within a year.
Fractional CFO
A CFO in your leadership meetings two to four days a month, without a full-time salary.
From $6,500 a monthForecasting and FP&A
A driver-based model of your business, updated every month, so you can see the next 18 months before you live them.
From $3,500 a monthCash flow management
A 13-week cash forecast, working-capital fixes and a weekly cash call, so payroll is never a surprise.
From $2,500 a monthFundraising and lender readiness
Clean financials, a credible model and a data room, so investors and lenders spend their time on your story instead of your spreadsheets.
Project fee, quoted up frontExit and succession readiness
Quality-of-earnings preparation and value-building work 12 to 36 months before a sale or a family handoff.
Project fee, quoted up front