top of page

Services

We deliver executive-level financial leadership and strategic advisory support tailored to the needs of private companies

Corporate Advisory Services

Strategic Guidance When It Matters Most

Our Corporate Advisory services help business owners, founders, and investors navigate inflection points with confidence. These engagements are project-based, focused on delivering results during critical events.

Stock Market Graph
M&A Transaction Support

  • Target evaluation and strategic fit analysis

  • Financial due diligence support

  • Post-merger integration planning

Business Meeting
Investor Readiness

  • Investor-grade financial models & projections

  • Equity story and fundraising materials

  • Term sheet evaluation and capital structuring

  • Investor engagement support

Meeting
Growth Strategy Analysis

  • Market analysis and go-to-market strategy design

  • Business model refinement and growth initiatives

  • Strategic partnership identification

  • Scalable operating model development

Office Building

Fractional CFO Services

Ongoing Financial Leadership, Embedded Part-Time in Your Business

Our fractional CFO offering - sometimes referred to as outsourced CFO support - delivers the senior-level financial expertise you need without the cost of a full-time hire. We provide continuity, discipline, and forward-looking guidance that keeps your business on a solid financial footing.

Strategic Financial Leadership

  • Multi-year financial planning and scenario modeling

  • Budget creation and variance analysis

  • KPI dashboards and management reporting

  • Regular board and investor reporting packages

Cash Flow & Profitability Oversight

  • Rolling 13-week cash flow forecasting

  • Margin and channel profitability analysis

  • Working capital management

  • Operating expense benchmarking & control

Financial Infrastructure & Process

  • Scalable reporting frameworks and integration

  • Coordination with audit, accounting and tax providers

  • Finance team development and oversight

  • Internal controls and compliance best practice

Stakeholder Management

  • Board & investor reporting packages

  • Lender and bank relationship management

  • Investor communications and financial storytelling

  • Preparation for future fundraising or exit events

bottom of page