Fractional CFO & Strategic Advisory
We run the numbers. You run the business.
We run the finance, operations, and reporting infrastructure that growth and exits demand for founder-led businesses, PE-backed portfolio companies, and family office holdings.
We sit between the bookkeeper and the boardroom — running the financial infrastructure that lets owners and sponsors scale, raise, and exit on their terms.
Finance, run properly.
GAAP-compliant books, monthly close, FP&A, KPI dashboards, and clean financial statements your bank, board, and buyer can read.
Operations, modernized.
ERP and cloud-software implementation, AI-driven workflow automation, SOPs, and the tech-stack discipline most lean finance teams never get around to.
Advisory, when it counts.
Capital raises, acquisitions, sell-side prep, due diligence rooms, and the strategic translation between an owner and their advisors.
The practice, measured.
A single discipline, three mandates.
Every engagement is tailored to complement existing leadership — we don’t replace your team, we make them more effective.
The books, the close, the story they tell.
- Finance team management & books oversight
- GAAP compliance & audit readiness
- Revenue recognition & cost accounting
- Cash-flow visibility & management
- Financial planning & analysis (FP&A)
- Budget development & variance analysis
- Investor & lender reporting
The stack that lets the team grow without breaking.
- Strategic IT & tech-stack analysis
- ERP & cloud software implementation
- AI-driven workflow automation
- Intelligent document processing
- PEO & systems integration
- AI-enhanced SOP development
- Internal-control development
The work that begins long before the deal does.
- Investor-ready financial models
- Sell-side preparation & positioning
- Due-diligence room organization
- Capital raise & lender management
- Acquisition & integration support
- KPI dashboards & board reporting
- Stress-tested operating plans
Scale with confidence. Exit on your terms.
When the time comes to scale, raise capital, pursue an acquisition, or enter a sale process — owners and sponsors face a long list of financial, operational, and reporting requirements the business is rarely prepared for.
We handle all of it. From cleaning up your books and building investor-ready financial models, to stress-testing your financials, organizing due diligence materials, tightening internal controls, and ensuring full GAAP compliance — we work alongside owners and their advisors well before a transaction is on the table, so that when the moment arrives, your business speaks for itself.
Before the transaction
- Clean, audit-ready books
- 3-statement financial models
- Stress-tested forecasts
- Organized DD data room
- Tightened internal controls
- Full GAAP compliance
- Investor-grade reporting
Trusted by owners, sponsors & family offices across five sectors.
The people who do the work.
A small, senior team — finance and operations specialists working directly with owners, not through layers of staff.
Let’s talk.
A 30-minute discovery call. We’ll listen, ask the right questions, and tell you honestly whether we’re the right team for what’s in front of you.
2nd Floor
New York, NY 10022