Engagement Models

Three Ways to Work Together

Every engagement fits one of three models, or moves through them in sequence. Advisory to start, a built system where it’s needed, ongoing operation where it’s wanted.

Advise

Expertise, applied to a specific question.

Project-based advisory with a defined scope.



Deal Structuring & Underwriting

Complete asset underwriting, from market and cash flow diligence through capital stack design, with investor-ready models built to hold up under a lender’s or partner’s scrutiny.



Financial Modeling

Quantitative modeling that turns raw numbers into a clear picture: cash flow, unit economics, variance analysis, and forward-looking projections built for real decisions.



Data Schema & Structure Advisory

Advisory on how financial and operational data should be structured so automation and reporting actually work, before any system gets built.



AI Advisory

Honest guidance on where automation creates real leverage in the business, and where it doesn’t.

Build

A system, designed and delivered.

Fixed-scope builds configured around one business. The same foundations an enterprise ERP rollout would establish, at the scale and cost an independent business actually needs. Handed off complete, with documentation.



Finance Automation

Custom, AI-assisted reporting and reconciliation systems that replace manual, error-prone processes with automated, accurate output.



Operations Automation

Workflow and process automation across the business, not just finance, built to remove manual steps wherever they slow things down.



Verification & Consolidation

Reconciling and consolidating data across accounts, systems, and sources into one verified, single source of truth.

Operate

Ongoing financial leadership, systems included.

A retainer relationship covering the full financial function: fractional CFO leadership, plus day-to-day coordination of banking, vendors, and reporting cadence. Deliberately limited to a small client roster.



Financial Advising

Ongoing financial guidance without full-time overhead: banking relationships, budgeting, and day-to-day financial positioning.



Systems, Operated & Maintained

Everything delivered under Build, kept running, current, and verified in production.

Most relationships start with Advise. Some stay there. Others build from it.

Due Diligence & Financial Review

A confidential review of the business's current financial posture and priorities, with a clear recommendation at the end.

Start a Conversation See the work →