Controller and CFO Advisory
Senior finance judgment, without the full-time hire.
Forecasting, budgeting, lender conversations and getting ready to sell. I bring the discipline of institutional finance to the decisions that shape your next few years.
Fractional controller or CFO
An ongoing seat at the table.
I own the numbers, sit in on the decisions they inform, and keep the finance function running ahead of the business instead of behind it.
Advisory works on clean, current books. That can be one of my monthly packages, or your existing books verified at onboarding.
- Monthly financial review and commentary
- Rolling cash flow forecast
- Budget ownership and variance analysis
- Lender, investor and board communication
- Finance process and controls design
Fixed-fee projects
One question, one fixed fee.
13-week cash flow forecast
Starting at $3,500
A week-by-week view of cash in and out, built from your actual payables, receivables and payroll. Includes a handoff session so your team can keep it current, or I can maintain it starting at $750 per month.
Annual budget and operating model
Starting at $5,000
A driver-based model of revenue, headcount and spending, with a monthly budget vs. actual template.
Debt capacity and lender package
Starting at $5,000
How much you can borrow, on what terms you can support, and covenant headroom under realistic scenarios. Delivered with lender-ready financials.
Sale and valuation readiness
Starting at $12,500
Normalized earnings, a quality-of-earnings style review of your financials, and an organized data room, so you go into a sale or valuation with numbers that hold up to diligence. I prepare the company; a formal valuation opinion comes from the appraiser or banker I work alongside.
Ad hoc advisory
$250 per hour
For clients not on a retainer.
Why it works.
My career has put me on the other side of these conversations: financial due diligence at KPMG, corporate controllership at BlackRock, and today, close and treasury work across credit facilities in institutional private credit. I know what lenders and buyers look for because I've been the one looking.
Start with a 20 minute call.
No pitch. We look at where your books are, and I tell you honestly whether I'm the right fit.