Your CFO Partner

We provide strategic and financial management practices that guide owners towards having a growing and successful business. Our approach envisions the relationship as a strategic partnership meant to create value and insight to drive informed business and financial management decisions.

We will help you get there.

Strategic and financial guidance to operate a growing and successful business.

CFO Essentials

This strategic initiative includes:

  • Monthly CFO advisory call to review financial performance

  • Monthly monitoring of cash flow position & runway

  • Determine Key Performance Indicators (KPIs) to uncover insights into operational efficiency and strategic alignment

  • Develop financial performance management dashboard

  • Provide forward-looking guidance

  • Provide support and feedback to company’s internal bookkeeping and accounting personal

CFO Advanced

This practical and strategic initiative includes:

  • CFO Essentials

  • Weekly 30-minute CFO to review and assist on building framework for strong financial management practices.

  • Focus areas include:

    • Cash Flow Optimization – develop strategies for improving cash flow, including better working capital management and cash flow forecasting.

    • Pricing Strategy and Gross Margin Analysis – evaluate current pricing across channels and analyze impact on gross margins.

    • Operational Expense Management – conduct review of operational expenses to identify cost-saving opportunities.

    • Inventory Management and Product Mix – analyze inventory levels, turnover rates, and product mix to understand impact on profitability.

pre-LOI Financial Vetting Service

This strategic initiative includes:

  • Financial vetting for up to 3 companies over 90-day period*

  • Summary report includes:

    • Key Findings: Concise snapshot of revenue, operating expenses, working capital, seller-add-backs

    • Financial Performance: Summary of trends and potential red flags

    • Deeper Dive: A set of follow-up questions for broker/seller aid in your due diligence

  • 1-hour post-LOI Strategic Review

  • Post-Close payment credit towards retainer relationship with CFO Essentials or CFO Advanced service package

    *single-company review option available a-la carte

We support searchers at every stage, from pre-LOI financial vetting to post-acquisition CFO advisory services. Our pre-LOI service is designed to build a strategic relationship, guiding acquisition entrepreneurs through due diligence with the ultimate goal of transitioning into a post-close retainer partnership.

This alignment creates a win-win: we provide clear guidance to evaluate opportunities and ensure your plans for business growth and long-term success are on solid ground.

An ongoing service…

Our approach envisions the relationship as a strategic partnership meant to create value and insight to drive informed business and financial management decisions. We understand that business owners need someone they trust to provide clear, actionable advice for achieving growth and success.

The majority of our engagements extend beyond 6 months as we deliver value and scale with the long-term relationship.