Financial Strategy for Growing & Transitioning Companies

Because you want your financial data to be a lever that can bolster growth.

Strategy & Executive Leadership

Align financial strategy with your business.

What We Provide:

We build financial roadmaps that align your goals with cash flow realities — factoring in staffing, capital, margins, and more.

We drive results. From refining strategy to uncovering growth levers, we help leadership teams make confident, profit-focused decisions that move the business forward.

We don’t work in a silo. Our collaborative approach ensures your CEO, team, and stakeholders stay aligned on strategy, risk, and execution.

Forecasting & Scenario Modeling

See around corners before making key moves.

What We Provide:

Our models incorporate key assumptions such as revenue drivers, cost structures, hiring plans, capital expenditures, and more, helping you map out the path ahead with realistic, data-driven projections.

We test the financial impact of key decisions, such as product launches, hiring, or fundraising, so you can compare outcomes with confidence.

We stress-test your forecasts to identify your most sensitive levers and where additional controls or buffers may be needed.

Budget Oversight & KPI Management

Bring discipline and focus to financial operations.

What We Provide:

We build strategic, realistic budgets, bottom-up and top-down. Then, we stick around to help you manage them month-to-month, adjusting as real-world results unfold.

We identify the right metrics for your stage and strategy, from financial KPIs to operational data, then build meaningful dashboards that give leadership clarity.

We keep you ahead. Our proactive reporting highlights key trends and variances early, so you can course-correct quickly, seize opportunities, and make informed decisions with confidence.

Capital Planning & Fundraising Support

Get you capital-ready and make a compelling case to investors.

What We Provide:

Understand how far your current capital will take you, what it will take to reach your next milestone, and how to plan for sustainable growth — beyond just watching your burn rate.

We tailor our assistance for lenders and investors, including diligence, covenant planning, and deal positioning.

We build dynamic models and pitch decks that highlight key drivers and metrics, helping investors test assumptions, grasp your story, and navigate due diligence with confidence.

M&A, Exit, & Strategic Transactions

Offer expert financial leadership through every stage.

What We Provide:

We lead or support the diligence process, ensuring financials are complete, defensible, and investor-ready. On the buy-side, we assess targets for risks and validate assumptions. On the sell-side, we prepare credible packages that boost buyer confidence.

Our valuation models are grounded in operational realities, factoring in growth, margins, cash flow, and industry benchmarks. We advise on deal structure to help align terms with your goals and risk tolerance.

Deals don’t end at the close. We help with integration planning, aligning systems, reporting, and teams to track performance and ensure a smooth transition after closing.

Turnaround & Recovery

Stabilize cash flow, restore confidence, and rebuild momentum.

What We Provide:

We identify smart cost savings to stabilize your business — trimming spend, rightsizing teams, and renegotiating contracts — while laying the groundwork for long-term recovery and financial discipline.

We serve as a trusted intermediary with lenders, vendors, and investors, helping negotiate terms, extend payment timelines, and restore confidence in your leadership when it’s most essential.

Our short-term forecasts provide real-time visibility into your cash position, helping you make decisions with clarity. From managing payables to timing critical expenses, our systems ensure every dollar works strategically.

Let’s Build a Stronger Financial Foundation — Together

Whether you’re running a business or funding one, we help you make smarter decisions backed by disciplined financial thinking.