Services
Core financial leadership.
Higher-level advisory.
Engagements are scoped to where we can deliver the most value — from running the finance function to advising the leadership team on its most consequential decisions.
01 — Fractional CFO
The foundationA finance organization built to scale.
Financial Planning & Analysis
Budgets, rolling forecasts, and driver-based models that connect operations to outcomes. Leadership sees what is coming — not just what happened.
Cash Flow & Working Capital
Thirteen-week cash visibility, working capital discipline, and the runway management that keeps options open when conditions change.
Board & Investor Reporting
A reporting cadence and KPI framework that earns credibility with boards, lenders, and investors — clear, consistent, and defensible.
Finance Organization & Systems
The team, processes, and systems your finance function needs to scale: close discipline, controls, and the right tools at the right time.
02 — Strategic Advisory
The edgeA thought partner to the leadership team.
Strategic Planning & Capital Allocation
Identifying the handful of priorities that determine the outcome — and aligning capital, people, and attention behind them.
Scenario Modeling & Decision Support
Pressure-testing major decisions before they are made: expansion, hiring, pricing, financing. Quantified options, clear trade-offs.
Transactions & Pivotal Moments
M&A, restructuring, capital raises, and scaling operations — experienced leadership through the moments that define a company's trajectory.
Profitability & Growth Strategy
Pricing, margin architecture, and unit economics. Finding where the business actually makes money, and how to make more of it.
Every engagement begins by identifying where we can best support you and deliver the most value.
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