Services
Most owner-led businesses don’t need a full-time CFO. They need one at the moments that matter: a sale, a big loan, a turnaround, or a plan for what’s next. That’s where I come in. Every engagement is personal, clearly scoped, and built around the decision in front of you.
01
Buying, selling, merging, or bringing in a partner are some of the biggest decisions an owner will ever make. I’ll guide you through every step so you understand the numbers, the risks, and exactly what you’re agreeing to.
What you walk away with: a clear-eyed view of the deal and an experienced advocate in your corner from first conversation to closing.
02
Good decisions start with clear numbers. I build the plans, forecasts, and analysis that show you, your lenders, and your investors exactly where the business stands and where it’s headed.
What you walk away with: a plan you can act on, and numbers you can confidently put in front of a banker or investor.
03
Sometimes the problem isn’t strategy, it’s how the work gets done. I work alongside your team to find the bottlenecks, fix broken processes, and put systems in place that last.
What you walk away with: a finance operation that runs smoother, closes faster, and tells you what you need to know.
When owners call me
You’re thinking about selling in the next few years
A buyer or partner has approached you
Your lender wants better reporting or a real plan
Sales are up, but cash is still tight
You’ve outgrown your bookkeeping
You’re adding a location, service line, or acquisition
Ways to work together
A defined piece of work, such as a sale, a forecast, or a system rollout, with a clear scope, timeline, and fixed fee.
A regular check-in on your numbers and decisions for owners who want an experienced CFO voice on call, without a full-time hire.
Already have a plan or an offer on the table? I’ll review it and tell you plainly what I see.
The first conversation is always free.
