Strategic Fractional CFO Services

The move before the Swing

We don’t just manage your spreadsheets.
We build the financial conviction that turns “maybe” into momentum.

“Somewhere along the way, our contractor quietly became our guy.

— CEO, Meridian Payments

The shift in Perspective

We don’t just manage your spreadsheets. We build the financial conviction that turns “maybe” into momentum.

“I’ve never understood the business more than I do today.”

— Board Director

M&A felt like a tool for giants. We mapped the route for a $100M exit. The ceiling didn’t just rise; it disappeared.

“You opened up a growth path I never thought was possible.”

— CEO, Harborview

A missed covenant. A dreaded lender call. Instead of penalties, we walked in with a real model — and left with a waiver.

“Lenders were willing to waive the breach”

— Owner, Kestrel

Headwinds. A defensive board. We built scenarios that turned survival talk into a greenlight for a new AI product.

“For the first time we could see, in hard numbers, that we could afford the swing”

— CEO, Solace

When a lender sees our reporting, tension turns into trust. We provide the visibility that keeps stakeholders — and founders — calm.

M&A advisory and capital raising prep. We help you think three moves ahead while others are still looking at their feet.

Custom financial modeling that survives investor scrutiny. No patchwork spreadsheets — just bulletproof math your bankers won’t rebuild.

Experience the difference of a CFO who feels like a partner, not a vendor.

We deliver more than we promise. Always. We become the team member you can depend on when the stakes are highest.

Founder-led family businesses and PE-backed innovators, ready for their next move.

Pricing depends on the level of involvement you need. Most clients fall into one of our standard monthly packages. You can review our pricing page for full details.
Pricing depends on the level of involvement you need. Most clients fall into one of our standard monthly packages. You can review our pricing page for full details.
Pricing depends on the level of involvement you need. Most clients fall into one of our standard monthly packages. You can review our pricing page for full details.
Pricing depends on the level of involvement you need. Most clients fall into one of our standard monthly packages. You can review our pricing page for full details.
Pricing depends on the level of involvement you need. Most clients fall into one of our standard monthly packages. You can review our pricing page for full details.
Pricing depends on the level of involvement you need. Most clients fall into one of our standard monthly packages. You can review our pricing page for full details.