CFO advisory

Clarity for your biggest decisions.

A finance partner for the moves that shape your future. We turn your numbers into a clear recommendation, so you decide with confidence instead of instinct.

★★★★★
They go beyond the basics and make managing my finances so much easier!
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Decisions we help you make

The CFO view, without the full-time CFO.

Budgeting and cash flow

A forecast you can trust, so you know how much cash you'll have before you need it.

Hiring and growth

When to hire, what you can afford to pay, and what each new role needs to return.

Expansion

New locations, equipment and lines of business, modeled before you sign.

Acquisitions and mergers

Valuation, deal structure and what the combined numbers look like after closing.

Succession and estate planning

Passing the business on or down, with the tax side planned from the start.

Planning an exit

Getting the business ready to sell and keeping more of what it sells for.

What you get

Options side by side, and a clear answer.

Every engagement ends with a recommendation you can act on, built from your own numbers.

Scenario comparison

Cash on hand in 12 months

Hire two nowFastest growth$41,200
One now, one in Q3Recommended$96,800
Contract helpLowest risk$112,500
Recommendation

Hire one now and the second in Q3. You keep a 4-month cash cushion and reach the same revenue by year end.

  • Break-even on the first hire by month 5
  • Revisit in July with actual results

How an engagement runs

From question to decision.

  1. Understand

    We learn the decision in front of you and what matters most to you.

  2. Model

    We build the options from your real numbers, including the tax side.

  3. Recommend

    You get a clear answer and the reasons behind it.

  4. Follow through

    We track results against the plan and adjust as things change.

Big decision ahead?

Bring us the question. We'll bring the numbers.

Talk to a real expert →

Average response time under 24 hours