Fractional Finance & Strategy Advisory
Hands on finance leadership for start-ups and small businesses to bring clarity around cash, operating budgets, growth and what comes next
Operate Business Finances With Clarity.
We help companies bring structure and visibility to their financials so day-to-day decisions feel grounded and intentional.
Key Offerings:
✅ Cash flow and financial runway visibility
✅ Operating budgets and financial forecasts that reflect reality
✅ Pricing and margin analysis to maximize revenue and profitability
Prepare for Investment, Financing and Scale.
Whether you're looking to acquire, invest, or divest, we help you evaluate and prioritize strategically aligned transactions that drive long term value creation
Key Offerings:
✅ Capital planning (debt, equity, reinvestment)
✅ Financial modeling, valuation and deal structuring
✅ Investor and lender readiness
Our Process
Focused discovery to understand how your business actually operates financially today.
This includes cash flow, margins, growth drivers, and any upcoming fundraising or investment priorities.
We’ll also determine if an hourly or retainer based engagement works best for your needs
Step 1
Step 2
We translate your financials into simple, forward-looking tools you can use to make decisions with confidence.
This may include cash flow visibility, forecasting, pricing or margin analysis, and capital planning - tailored to the decisions your facing now.
As your business evolves, we stay engaged on a fractional basis to help you navigate growth, capital conversations, or future transitions.
Whether you’re preparing for a lender, an investor, or a potential sale someday, we help you stay organized, credible, and ready — without forcing a timeline.
