Services
What we do
Strategic Financial Services That Drive Value Creation
We offer comprehensive CFO services and M&A advisory designed specifically for growth-focused businesses. Whether you need fractional CFO leadership, capital raising support, or complete sell-side advisory, we have the expertise that fits your strategic needs.
Fractional CFO Services
Get strategic financial leadership without the $200K+ salary. Perfect for businesses doing $5M-$50M annually.
- Monthly financial analysis and KPI reporting
- Cash flow forecasting and management
- Financial modeling and scenario planning
- Strategic planning and goal setting
- Monthly strategy calls with CFO
CFO + Complete Accounting
Full-service financial management combining CFO strategy with day-to-day accounting operations.
- Everything from Fractional CFO Services
- Full bookkeeping and accounting operations
- Monthly financial statements
- Payroll processing and tax compliance
- Dedicated accounting team + CFO oversight
Growth Capital Advisory
Secure institutional capital for aggressive expansion through strategic capital raising.
- Capital needs assessment and strategy
- Financial model and projections development
- Investor materials preparation
- Introduction facilitation and negotiation
- $15K-$25K retainer + 2-5% success fee
M&A Advisory (Buy-Side)
Identify, evaluate, and acquire strategic targets to accelerate growth.
- Acquisition strategy development
- Target identification and screening
- Financial analysis and valuation
- Deal structuring and negotiation
- $25K-$50K retainer + 1-3% transaction fee
M&A Advisory (Sell-Side)
Maximize enterprise value and achieve optimal exit through structured sale process.
- Business valuation and value enhancement
- Marketing materials development
- Buyer identification and qualification
- Auction process management
- $50K-$100K retainer + 3-8% success fee
Financial Transformation
Complete financial system overhaul for businesses preparing for growth or sale.
- Financial system audit and assessment
- Accounting infrastructure upgrade
- KPI dashboard development
- Process automation implementation
- CFO + Complete Accounting ongoing services
Board Advisory Services
Strategic financial guidance for board-level decision making and governance.
- Quarterly board meeting attendance
- Strategic planning facilitation
- Financial performance analysis
- Risk assessment and mitigation
- Capital allocation guidance
Exit Planning & Readiness
Prepare your business for maximum valuation in future sale with strategic planning.
- Business valuation (409A compliant)
- Exit readiness assessment
- Value enhancement roadmap (12-24 months)
- Tax planning for exit
- Increase value by 20-50%
1. Fractional CFO Services - $5,000/month
Get strategic financial leadership without the $200K+ salary. Perfect for businesses doing $5M-$50M annually who need CFO-level guidance.
What's Included:
- Monthly financial analysis and KPI reporting
- Cash flow forecasting and management
- Financial modeling and scenario planning
- Board presentation preparation
- Strategic planning and goal setting
- Banking relationship management
- Monthly strategy calls with CFO
Best For: Growth-stage businesses needing strategic financial leadership
Investment: $5,000/month
Results: Data-driven decisions, improved margins, scalable financial infrastructure
Get CFO Leadership2. CFO + Complete Accounting - $8,500/month
Full-service financial management combining CFO strategy with day-to-day accounting operations.
What's Included:
- Everything from Fractional CFO Services package
- Full bookkeeping and accounting operations
- Monthly financial statements and reconciliation
- Accounts payable/receivable management
- Payroll processing and tax compliance
- Annual tax preparation
- Dedicated accounting team + CFO oversight
Best For: Businesses wanting complete financial outsourcing
Investment: $8,500/month
Results: Complete financial visibility, strategic guidance, operational excellence
Save $1,500/month compared to separate CFO and accounting firms
Get Complete Package3. Growth Capital Advisory - $15,000-$50,000 (success-based)
Secure institutional capital for aggressive expansion.
What's Included:
- Capital needs assessment and strategy
- Financial model and projections development
- Investor materials preparation (pitch deck, financial package)
- Investor identification and targeting
- Introduction facilitation and negotiation support
- Term sheet review and guidance
- Due diligence coordination
Investment: $15,000-$25,000 retainer + 2-5% of capital raised
Best For: Businesses raising $1M-$10M for growth
Timeline: 3-6 months typical
Raise Capital4. M&A Advisory (Buy-Side) - $25,000-$100,000 + success fee
Identify, evaluate, and acquire strategic targets.
What's Included:
- Acquisition strategy development
- Target identification and screening
- Financial analysis and valuation
- Deal structuring and negotiation
- Due diligence management
- Financing coordination
- Integration planning support
Investment: $25,000-$50,000 retainer + 1-3% of transaction value
Best For: Businesses pursuing strategic acquisitions ($1M-$50M)
Timeline: 6-18 months typical
Acquire Strategic Assets5. M&A Advisory (Sell-Side) - $50,000-$200,000 + success fee
Maximize enterprise value and achieve optimal exit.
What's Included:
- Business valuation and value enhancement roadmap
- Exit readiness assessment and preparation
- Marketing materials development (CIM, teaser)
- Buyer identification and qualification
- Auction process management
- Negotiation and deal structuring
- Due diligence coordination
- Transaction closing support
Investment: $50,000-$100,000 retainer + 3-8% of transaction value
Best For: Businesses seeking strategic or financial sale ($5M-$100M+ value)
Timeline: 12-24 months (6-12 months preparation + 6-12 months process)
Results: Maximize valuation, minimize risk, optimize deal terms
Maximize Exit Value6. Financial Transformation Package - $25,000 (one-time) + $8,500/month
Complete financial system overhaul for businesses preparing for growth or sale.
What's Included:
- Financial system audit and assessment
- Accounting infrastructure upgrade
- Financial reporting standardization
- KPI dashboard development
- Process automation implementation
- CFO + Complete Accounting ongoing services
Investment: $25,000 one-time transformation + $8,500/month ongoing
Best For: Businesses needing complete financial infrastructure rebuild
Timeline: 90-120 days for transformation
Transform Finances7. Board Advisory Services - $7,500/month
Strategic financial guidance for board-level decision making.
What's Included:
- Quarterly board meeting attendance and presentation
- Strategic planning facilitation
- Financial performance analysis
- Risk assessment and mitigation planning
- Capital allocation guidance
- Succession planning support
Investment: $7,500/month
Best For: Private equity backed companies, family offices, multi-generational businesses
8. Exit Planning & Readiness - $15,000-$35,000 (one-time)
Prepare your business for maximum valuation in future sale.
What's Included:
- Business valuation (formal 409A compliant)
- Exit readiness assessment
- Value enhancement roadmap (12-24 months)
- Financial cleanup and optimization
- Tax planning for exit
- Buyer perspective analysis
Investment: $15,000 (simple) to $35,000 (complex), depending on business size and complexity
Best For: Owners planning to sell within 1-3 years
Results: Increase enterprise value by 20-50% through strategic preparation
Plan Your ExitReady to Scale Strategically or Plan Your Exit?
Every service package is customizable to your specific needs and goals. We understand that every business has unique financial challenges and opportunities. We'll analyze your specific situation, evaluate your current financial infrastructure, assess your strategic objectives, and recommend the services that deliver optimal results for your unique circumstances. Contact us today to discuss which solution is right for your business.
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