Get the same financial leadership that Fortune 500 companies pay millions for. Our team brings bulge bracket investment banking and Big 4 audit experience directly to your middle market company.
Deloitte-trained financial management expertise with hands-on experience advising firms managing over $2 trillion in assets
Institutional-Grade Expertise for Middle Market Companies: Bringing the same caliber of financial leadership and strategic advisory that firms like Blackstone and BlackRock receive to businesses ready to scale and maximize value.
Don't just take our word for it - here's what you can expect
Real challenges. Strategic solutions. Measurable outcomes.
Fast-growing B2B SaaS platform with $12M ARR
Company had 9 months of runway and was burning $500K/month. Board was pressuring for immediate cost cuts that would hurt growth.
Implemented zero-based budgeting framework, renegotiated vendor contracts, optimized sales and marketing spend, and created weekly cash forecasting system.
Reduced monthly burn by 40% without laying off key personnel. Extended runway to 27 months, giving company breathing room to hit profitability milestones.
Third-generation family manufacturing business with strong margins but outdated processes
Owners wanted to exit but had no clean financial statements, inconsistent reporting, and no idea of true business valuation.
Led 6-month financial cleanup: implemented proper accounting systems, created three years of audited financials, built detailed forecasting model, and managed buyer due diligence process.
Company sold for 8.2x EBITDA (vs industry average of 5-6x). Buyers cited financial transparency and operational metrics as key factors in premium valuation.
Digital health startup with innovative care delivery model
Company had strong product-market fit but investors kept passing due to concerns about unit economics and path to profitability.
Built comprehensive financial model showing path to profitability, created cohort analysis proving improving unit economics, developed investor-ready pitch deck with financial appendix.
Raised $15M Series A led by top-tier healthcare VC. CFO insights on unit economics became central to fundraising story and drove valuation up 40%.
Fast-growing DTC brand struggling with inventory management
Company was growing 200% YoY but constantly out of cash. Had to turn down wholesale opportunities due to inability to finance inventory.
Implemented inventory forecasting system, negotiated payment terms with suppliers from net-30 to net-60, secured inventory financing facility, optimized cash conversion cycle.
Reduced days inventory outstanding by 32 days, freeing up $800K in cash. Company could now fund growth internally and accept large wholesale orders.
See how much value a fractional CFO could bring to your business
Current or projected annual revenue
Year-over-year growth target
Full-time team members
Typical range: 10-40 hours/month
Schedule a free consultation to discuss your specific situation
* Results are estimates based on industry benchmarks and typical client outcomes. Actual results vary by business.
Download our proven templates, guides, and frameworks used by leading companies
Complete playbook for scaling your business with financial discipline
Excel template used by our CFOs to manage cash runway
Complete financial due diligence checklist for raising capital
Strategic guidance and execution support for companies navigating complex financial decisions
Part-time or interim CFO services delivering enterprise-level financial leadership without the full-time cost.
Expert guidance through complex transactions with bulge bracket execution standards and middle market accessibility.
Elite credentials and proven expertise that middle market companies typically can't access
Trained at top-tier investment banks, executing billion-dollar transactions with Fortune 500 companies. Bringing institutional-grade deal execution to the middle market.
Senior management experience at Deloitte overseeing complex financial audits. Deep expertise in financial controls, GAAP compliance, and audit readiness.
Strategic business education from a top-tier Ivy League institution. Combining financial acumen with strategic thinking to drive business value creation.
A proven methodology refined through hundreds of engagements
Deep dive into your business, financials, and strategic objectives to understand your unique situation.
Comprehensive analysis of opportunities, risks, and strategic alternatives with actionable recommendations.
Hands-on implementation support with institutional-grade processes and rigorous project management.
Sustainable improvements and measurable results that drive long-term enterprise value.
We work best with companies that are:
Schedule a free, no-obligation consultation. We'll review your situation and provide immediate insights on how to increase your company's value.
All consultations are confidential. We work under strict non-disclosure agreements.