The finance team you call before the big call.
Fractional finance brainpower, on call.
From pricing decisions to financing rounds to selling the business, we sit in the seat with you — bringing the analysis, the second opinion, and the financial models behind the big calls.
- Founders making pricing, hiring or financing decisions
- Companies between $1M and $25M in revenue
- Owners considering a sale, acquisition or restructuring
- Teams without a full-time CFO (yet)
Engagements built around real outcomes.
Fractional CFO
A senior finance partner embedded in your business, at a fraction of the cost of a full hire.
- Monthly leadership rhythm
- Board and investor reporting
- Hiring plan and unit economics
- Banking and lender relationships
Forecasting & cash flow
A driver-based model you actually use to run the business.
- 13-week cash flow forecast
- Annual budget and reforecast
- Scenario and sensitivity analysis
- Monthly actuals vs. plan
Structure & incorporation
Set the business up — or restructure it — to support how you want to grow.
- Incorporation and share structure
- Holdco / Opco design
- Family trust considerations
- Owner compensation strategy
M&A and transaction support
Buy-side or sell-side — we work through the financials so you can focus on the deal.
- Quality of earnings analysis
- Financial due diligence
- Deal modeling and structuring
- Post-close integration support
A simple, predictable process.
Discovery
A working session to understand the business, the goal and the constraints.
Engagement plan
A clear roadmap and fixed monthly retainer or project fee — you know what you're getting.
Operate together
Recurring working sessions, models you can rely on, and a senior partner on call.
Frequently asked.
Let's set up a meeting.
Tell us a little about your situation and we'll come back within one business day to book an intro call — no obligation.