Services Engineered for Transformative Growth
From foundational finance to high-stakes transactions, we tailor solutions to fit your growth stage.
→ TIER 1
Foundational CFO Advisory
Ideal for early-stage or resource-constrained teams building the basics.
→ Financial planning, forecasting, and core modeling.
→ Establishing reporting systems and rhythms.
→ Support for board/investor materials and finance infrastructure.
→ TIER 2
Advanced Growth Advisory
For scaling companies managing strategic complexity.
→ Scenario planning, capital runway strategy, and forecasting iterations.
→ Operational KPI development and growth performance reviews.
→ Board and investor communications with strategic insight.
→ TIER 3
Complex Transaction Support
For companies navigating high-stakes financial events or preparing for liquidity.
→ Strategic guidance for capital raises, acquisitions, and exits.
→ Financial modeling and valuation analysis for deal scenarios.
→ Due diligence support and investor/stakeholder alignment.
Ongoing strategic partnerships with flexible tiers to match your needs.
Advisory Services
Strategic Services
Targeted, time-bound engagements to support key inflection points.
Direct, High-Touch Support
→ Focused strategic initiative (e.g., cash flow modeling, KPI refinement, etc.)
→ Specific deliverables and quick-win execution.
→ Hands-on support for fast-turn guidance.
Fundraising Readiness
→ Investor readiness framework and process.
→ Optimized financial model and narratives.
→ Assistance with pitch materials and messaging.
M&A Preparation
→ Transaction readiness planning.
→ Due diligence prep and data room alignment.
→ Valuation modeling and strategic guidance.
How it Works
01.
Connect & Align
We start with a conversation to understand your challenges, stage, and goals.
02.
Establish the Roadmap
We craft a tailored strategy or engagement plan based on where you are—and where you’re headed.
03.
Execute with Confidence
Whether as a strategic advisor or fractional finance lead, we help you implement, evolve, and grow with clarity.