A personalized, cost-efficient finance function. Delivered five ways.
Five practice areas. One operator. Engagements are scoped narrowly.
Financial Analysis & Modeling
Three-statement models, unit economics, pricing studies, scenario work. Built to be defended in a board room or a bank meeting.
Deal Structuring & Underwriting
Underwriting memos, capital structure work, quality of earnings reviews, and diligence support for acquisitions, refinancings, and add-ons.
Fractional CFO Services
Embedded, cost-efficient finance: 13-week cash, monthly close oversight, board reporting, banking relationships, and the operating cadence that runs underneath all of it.
Exit Planning
Three-year runway work: clean financials, defensible add-backs, owner-comp normalization, and the diligence-ready data room buyers expect.
Finance Automation
Reporting that builds itself. We wire up the ledger, the model, and the dashboard so Monday morning numbers arrive without a person assembling them.
Three ways we work.
Defined Scope
A model, a memo, a diligence package. Fixed deliverable, fixed fee, 2–8 weeks.
Embedded Finance
Monthly close. Quarterly board. We sit inside the operating rhythm.
On Call
Standing time for the questions that don’t fit a project. A personalized finance partner on retainer.
Not sure which fits?
Start with a conversation — we’ll help you scope the right engagement.
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