Fractional CFO Services: A month-end close on accrual accounting, a P&L with plain-English commentary, a 13-week cash flow forecast and KPI reporting, delivered as an ongoing Office of the CFO alongside your bookkeeper and tax CPA.
M&A Advisory: Transaction preparation and non-securities M&A support for owners planning to buy or sell, from diligence-ready financials to purchase agreement coordination and the final working-capital review.
Value Engineering: Margin analysis by job, product and service line, pricing strategy and exit-readiness planning, so the business is worth more and its financials tell a story a bank or buyer will believe.
Financial clarity and transaction readiness for owner-led businesses, from the monthly close to the closing table.