Fractional CFOs Who've Actually Been CFOs
Built exclusively for manufacturing and CPG companies between $10MM-$50MM. Not Bookkeeping. Not tax prep. The strategic financial leadership your business needs to scale, raise capital, and exit on your terms.
Financial Strategy & Planning
Building forward-looking financial roadmaps that align capital allocation with growth objectives and operational priorities.
Capital Raising & Financial Modeling
Preparing comprehensive financial models and investor-ready packages that support debt financing, equity raises, and growth capital.
Cash Flow Forecasting
Creating detailed cash flow models with scenario-based projections that satisfy bankers, investors, and leadership teams.
Exit & Succession Planning
Positioning companies for maximum valuation through clean financials. GAAP readiness, and strategic preparation for sale or transition.
Cost Accounting & Margin Analysis
Untangling complex manufacturing cost structures to deliver accurate product-level margin intelligence and pricing confidence.
Unit Economics & Pricing (CPG)
Analyze trade spend, distributor relationships, channel profitability, and per-unit margins to optimize revenue across retail partners.
Our Services
We provide the tools and insights for informed decisions and growth.
Essential Financial Foundations
When your financials aren’t reliable, growth stalls and investor confidence fades.
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We ensure the foundation is built right --that your books are accurate, your forecasts are defensible, and your reporting tells a story that banks and investors actually trust. We guide the financial infrastructure so your data becomes a decision-making tool, not a guessing game.
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The result? Credibility, command, and the confidence investors expect from a company built to last.
Strategic Financial Optimization
We identify and activate the financial drivers that unlock real, measurable value in your business.
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Our process starts with a top-down financial assessment to uncover inefficiencies, margin opportunities, and cash flow constraints unique to your operations. Then we build a practical roadmap that connects your financial goals to daily decision-making—turning strategy into results.
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We work alongside your team to drive the changes that matter most: tighter forecasting, disciplined budgeting, and sharper resource allocation.
The outcome? A company that runs leaner, scales faster, and has the financial credibility investors look for.
Partnership That Builds Momentum
When finance and operations move in sync, growth follows naturally.
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We work alongside your team to turn strategy into measurable progress—linking insight to action, and decisions to results you can see in your margins, cash flow, and investor conversations.
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Every engagement is rooted in trust, precision and follow-through.
The result: a business that performs at a higher level, scales smarter, and leads with confidence.
About Us
Built for the exit you deserve
We turn promising companies into acquisition-ready powerhouses.
Most manufacturers and CPG companies between $10MM and $50MM have the revenue, the product, and the team. But their financials aren't telling that story. Inconsistent GAAP reporting, margins that can't be defended in diligence, and valuation gaps that cost founders millions at the closing table.
We fix that. We establish the financial infrastructure that PE firms, strategic acquirers, and lenders expect to see. So when the opportunity comes, you're not scrambling. You're negotiating from strength.
From Growth to Exit: Financial Foundations for Acquisition Success
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