Services

Fractional CFO services

Senior finance leadership on the schedule your business actually needs. I step in as your fractional CFO to build the plan, tighten the controls, lead the transaction, and give your board and investors output that holds up under scrutiny.

Engagements run remotely and scale from a few days a month to a full fractional CFO seat — flexing up around raises, diligence, and board cycles, and down once your team can carry the work.

What's included

Fractional CFO leadership: First C-suite finance leader scope: function assessment, team build, audit-ready internal controls, and the operating rhythm of annual planning, rolling forecasts, and monthly close.
M&A advisory & transaction execution: Buy-side and sell-side execution end to end — sourcing, valuation, diligence, structuring, definitive agreements, and close.
Capital raising & financing: Dual-track equity and debt processes, investor diligence, credit underwriting, and covenant structuring — through to closed capital.
FP&A & long-range planning: Bottoms-up operating plans, multi-driver models, reforecasts, and variance-to-plan analysis that connect operating drivers to net income.
Treasury, working capital & controls: 13-week cash forecasting, AR and credit discipline, spend governance, multi-entity structuring, and a close process investors trust.
Board & investor reporting: Board-quality packages and executive commentary authored for investors, PE sponsors, and C-level leadership.

How engagements are structured

Project scope: A defined outcome with a defined end: a raise, a transaction, a model rebuild, or a close and controls cleanup.
Ongoing retainer: A recurring monthly commitment covering the planning cycle, close, reporting, and standing board and investor support.
Interim CFO cover: Full-scope finance leadership through a transition, a departure, or the stretch before a permanent CFO hire.
Post-close integration: Embedded leadership through P&L transition, working capital alignment, system migration, and synergy tracking.

What it costs

Fees depend on scope, cadence, and how much of the finance function you need owned outright. Pricing is discussed openly on our first call, so you know the number before any commitment.

For market context on how fractional CFO pricing generally works — hourly, monthly retainer, and project models — the fractional CFO guide covers the published ranges.

Getting started

1. Intro conversation: Thirty minutes on where the business is, what's coming next, and where finance is the constraint.
2. Scope and proposal: A written scope with the outcomes, cadence, and fee — no long procurement cycle.
3. First 30 days: Assessment of the finance function, the immediate fixes, and the operating plan we'll run against.
4. Ongoing cadence: Planning, close, reporting, and board support on a rhythm that flexes with the business.

Let's build the finance function your business needs to scale.

Whether you're preparing to raise capital, evaluating a transaction, or scaling the business — let's talk.

Get in touch

New to the model? Read the fractional CFO guide.