Financial Advisory
Financial & Operational Leadership
Senior finance and operations leaders who step inside the business — to make revenue predictable, cash flow dependable, and the company less dependent on any one person or customer.
What we do
Where we take ownership
Six places we step in and carry the weight. Open any one to see what that looks like in practice.
Financial Leadership
CFO-level ownership of forecasting, cash, and capital — building a financial picture leadership can actually run the business on.
What that includes
Financial Leadership
CFO-level ownership of forecasting, cash, and capital — building a financial picture leadership can actually run the business on.
- Board- and lender-ready forecasting
- Capital structure and financing strategy
- The handful of metrics leadership actually runs on
- A finance function that scales with you
Cash Flow & Working Capital
Visibility and control over the cash cycle — collections, payables, inventory, and the levers that free up trapped cash.
What that includes
Cash Flow & Working Capital
Visibility and control over the cash cycle — collections, payables, inventory, and the levers that free up trapped cash.
- Collections and DSO discipline
- Payables timing and vendor terms
- Inventory and the cash-conversion cycle
- A liquidity floor you can count on
Systems & Reporting
ERP, close, and reporting that produce trustworthy numbers on time — instead of spreadsheets no one fully believes.
What that includes
Systems & Reporting
ERP, close, and reporting that produce trustworthy numbers on time — instead of spreadsheets no one fully believes.
- ERP selection and implementation
- A faster, cleaner monthly close
- Reporting leadership actually trusts
- The controls underneath the numbers
Turnaround & Stabilization
Steady hands for a business under strain — restructuring the finances, resetting priorities, and restoring control.
What that includes
Turnaround & Stabilization
Steady hands for a business under strain — restructuring the finances, resetting priorities, and restoring control.
- Rapid financial triage
- Cash and covenant stabilization
- Priorities reset around what matters
- Control restored, then momentum rebuilt
M&A & Transactions
Diligence, integration, and the financial rigor that makes a deal hold up long after it closes.
What that includes
M&A & Transactions
Diligence, integration, and the financial rigor that makes a deal hold up long after it closes.
- Buy- and sell-side diligence support
- Quality-of-earnings readiness
- Integration planning and execution
- Terms that hold up long after close
Operational Leadership
Beyond finance — the pricing, controls, and operating discipline that turn a good quarter into a durable one.
What that includes
Operational Leadership
Beyond finance — the pricing, controls, and operating discipline that turn a good quarter into a durable one.
- Pricing and margin discipline
- Operating cadence and accountability
- Cost structure and unit economics
- The discipline that makes a good quarter repeatable
Where to start
Four ways in
Come in through whichever fits where you are today. They are one practice — the relationship grows with the business.
The real question
The question isn’t whether the books are right. It’s what the business is worth.
Most finance keeps the score. The finance that decides a company’s future is the layer above it — the one that makes revenue predictable, cash flow dependable, and the business less dependent on any one customer or person. That is the layer we own: worth more, and harder to break.
Who we work with
Finance that needs an operator, not another report
Founder-led, growth-stage, and PE-backed companies across discrete manufacturing, multi-location healthcare, managed services, specialty consulting, and B2B software — wherever the finance function needs a senior operator, not another report. Whether you're scaling, stabilizing, or preparing for a transaction, we bring leadership that has carried the CFO and COO title before, not just advised on it.
Not sure where to start?
The Finance Diagnostic is the way in — a clear read on how predictable your revenue and cash are, where you're concentrated, and the first move to fix it. Start free with the instant read.
Start with the Finance Diagnostic