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Business Advisory

Strategic financial leadership and planning for growth, profitability, and long-term success.

Fractional CFO

Starting at $3,000 a month

  • You want strategic financial leadership

  • You’re scaling or seeking funding

  • You want a CFO without hiring full-time

​Includes:

  • Financial strategy & KPI oversight

  • Cash flow forecasting & planning

  • Budgeting & financial modeling

  • Growth and profitability strategy

  • Financing support (banks, investors)

  • Ongoing strategic decision support

Fractional Controller

Starting at $2,000 a month

  • You need stronger financial controls

  • You want accurate reporting and oversight

  • You have a bookkeeper but need leadership

Includes:

  • Monthly financial review & reporting

  • Internal controls & process improvements

  • Financial close support & variance analysis

  • Policy & procedure development

  • Oversight of accounting functions

  • KPI reporting & dashboards

Business Valuation

Starting at $5,000

  • You’re planning to sell or buy

  • You need financing or due diligence

  • You’re planning an exit strategy

Includes:

  • Business valuation report

  • Valuation methodology explanation

  • Benchmarking & industry comparables

  • Scenario modeling (growth, pricing, margin)

  • Exit planning support

  • Supporting documentation for buyers/lenders

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