Service 09
CFO Advisory
Fractional CFO engagements covering FP&A, treasury, capital structure, and board reporting for growth-stage companies.
Senior involvement on the cadence the business actually needs, not a templated weekly checklist. Most companies at this stage do not need a full-time CFO, they need someone senior in the room when capital, covenants and board reporting are decided, and a reliable rhythm in between.
Engagements typically run on a multi-quarter retainer with clearly scoped deliverables and review cadence.
Key deliverables
- Monthly board pack and KPI dashboard
- Rolling 12-month forecast and cash management
- Capital structure and debt facility review
- Audit and statutory reporting coordination
- Strategic finance input on key decisions
Typical timeline
Multi-quarter retainer; typical engagements run 6 to 18 months with quarterly review cycles.
Who it's for
Growth-stage companies and family-office portfolio assets that need senior finance leadership without a full-time hire.