Every engagement is scoped to deliver a specific outcome — not hours billed. We work with mid-market companies ($5M–$100M revenue) that need senior finance expertise without the full-time overhead.
| Most Popular CFO Advisory $8K–$15K/month | Capital Raise $15K–$35K/project | Strategic Planning $5K–$12K/engagement | |
|---|---|---|---|
| Engagement type | Ongoing retainer | Defined project (6–16 weeks) | Fixed-scope engagement |
| Cash flow forecasting | ✓ | — | ✓ (13-week) |
| Board & investor reporting | ✓ | — | — |
| Capital raise materials | — | ✓ | — |
| Investor / lender shortlist | — | ✓ | — |
| Negotiation support | — | ✓ | — |
| 5-year financial model | — | — | ✓ |
| Scenario & sensitivity analysis | — | — | ✓ |
| M&A readiness | — | — | ✓ |
| Capital structure guidance | ✓ | ✓ | — |
| Week-to-week availability | ✓ | — | — |
| On-demand CFO access | ✓ | — | — |
01 — CFO Advisory
Ongoing strategic partnership — not a fractional hire.
Most companies at the $5M–$30M revenue stage have a Controller or VP Finance but no one with the strategic breadth to sit across from a board or lead a capital raise. CFO Advisory fills that seat. We attend your board meetings, own your financial narrative, and are reachable when decisions need to be made — not just when a report is due.
02 — Capital Raise Support
Debt and equity — from materials to close.
A capital raise is not a form-filling exercise — it's a competitive process where your materials, narrative, and advisor are all on display. We've run or advised on raises from $2M to $50M across venture debt, SBA 7(a), growth equity, and family office structures. We build the materials that create conviction and stay in the room until the term sheet is signed.
03 — Strategic Planning
Models, scenarios, and M&A readiness — built to last.
Most financial plans are built once, presented once, and never looked at again. The strategic planning engagements we run are designed for actual use — the 13-week cash flow drives your weekly operating rhythm; the 5-year model is the reference point your board holds you to. For companies preparing for a sale, we build the data room and process that compress timelines and maximize multiple.
How it works
30-minute call to understand your situation, identify which service fits, and confirm we're a good match.
We define the exact deliverables, timeline, and pricing. No surprises, no change orders mid-engagement.
Kickoff within 5 business days of signing. Weekly updates on progress. Direct access to your advisor throughout.
Final deliverable review, live Q&A, and documented assumptions so your team can own the work going forward.
Tell us where you are — we'll tell you what's possible. Most engagements start within two weeks of signing.
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