You see what's actually making money.
Product lines, customers, services, projects — the winners keep running, the quiet losers get fixed or dropped. By client, by engagement, by line of business.
Fractional CFO Services
A CFO who works with five clients is a different person than a CFO who works with twenty.
Senior CFOs paired with an ex–Big-Four analyst bench and an AI layer that handles the operational weight. You get strategy hours — not cleanup hours.
What we do
The work, in plain terms.
Capital, ready before you need it.
Lines of credit, growth financing, acquisition capital — in place before the opportunity or the crunch arrives.
A defensible number on the business.
When a buyer, investor, or lender asks what it's worth, you negotiate from a model — not a shrug.
In 90 Days
A Financial Operating System, not a finance hire.
Cash visibility, not accounting cleanup. Profitability you can trust. Capital ready before you need it. A valuation framework so every conversation with a bank, a buyer, or a partner starts from a number — not a shrug.
The firm, by the numbers
- $5B+ client valuations
- $500M+ capital raised
- $700M+ M&A transactions
- 20+ yrs avg. CFO experience
Deloitte, PwC, and Arthur Andersen alumni. CVA Certified.
What this looks like in practice
Founder-led businesses, $3M–$25M.
- Construction & Trades Margin per job, line of credit in place, no more emergency loans at the worst moment.
- Professional Services Profit by client and engagement, marketing tied to signed work, defensible firm valuation.
- Healthcare & Specialty Operators Service-line economics, financing restructured, the next acquisition modeled before the call.