Levels of Engagement

From startup advisory engagements to complex monthly support, we have the experience to support your growing business.

  • You are launching your business. You could really use a CFO for just a couple of hours per month to advise on key decisions. This is an ideal scenario for a fractional CFO engagement. Please contact us to serve as your executive sounding board.

  • Your business is performing well but you are running pretty hard to keep all of the balls in the air. It would be so helpful to have a CFO for 5-10 hours per month to advise on key decisions, to explain the ‘why’ behind financial results and to manage relationships with banks, insurance brokers and other advisors.

  • Your business is growing. You have the basics covered but you need an experienced executive to help you build the infrastructure to take the company to the next level. You need fractional CFO support for 15-20 hours per month. Please contact us for an initial business review where we can define the engagement together.

  • Whether you need in-depth support through an expensive purchase, a challenging financing scenario or the sale of your business, we have the experience to support you. Please contact us to discuss your specific needs.