Our Services
We work with founders, CEOs, CFOs, and private equity sponsors across critical moments: growth, acquisition, integration, and exit.
Our approach is built on three principles:
Clarity: visibility and insights when reality is messy
Fluency: translating founder vision into investor language
Results: execution that delivers beyond consulting theory
For Founders: Fractional Deal CFO
You've built something valuable. We help you realize that value with clean financials, defensible metrics, and the confidence to negotiate from strength while preserving your legacy.
What's Included:
Exit planning, financial cleanup & normalization, and operational improvement
Diligence preparation, audit-ready data room, and defensible financial narrative
Deal structuring, negotiation, and purchase agreement review
Working capital methodology, peg negotiation, and true-ups
Transaction close support and coordination with buyer
For Strategics & CEOs: Growth & M&A Advisory
We work directly with CEOs and leadership teams to shape growth strategy, execute M&A with discipline, and build financial infrastructure that scales.
What's Included:
Growth strategy and M&A pipeline development
Buy side M&A execution (diligence, modeling, deal structuring, integration)
Capital allocation and ROI decision frameworks
FP&A infrastructure buildout and financing support
Commercial model review to uncover hidden margin / value
For Private Equity: Portfolio Support
We partner with PE firms to run a tighter finance function and support long term value creation plans.
What's Included:
Integration roadmaps tailored to operating model; synergy analysis and tracking
Working capital reconciliation, purchase price allocation, opening balance sheet, and consolidated reporting
Board packages, lender materials, budgeting, rolling forecasts, and KPI frameworks
Commercial model optimization and working capital improvement
Buyer-ready GAAP reporting, audit preparation, and exit support
