Big decisions deserve real numbers.
Defined-scope financial advisory or on-call retainer for owners facing the calls that move the business — pricing, expansion, capital, acquisitions, partnership structure, exit prep. Senior, flat-fee, no hourly billing.
Some decisions are too big to guess at.
Advisory is for the moments when the cost of getting it wrong is meaningfully higher than the cost of bringing in a senior outside voice. We engage on a defined scope, deliver a defensible recommendation, and stay on for execution if you want us to.
Pricing & gross margin
You haven't raised prices in 3 years and your margin is bleeding. Or you're considering a 25% jump and don't know what you'll lose. We model it.
Expansion decisions
Second location. Third truck. New service line. We model the unit economics, the cash drag, and the breakeven before you commit.
Capital & financing
SBA loan, line of credit, equipment financing, equity raise. We model the impact, prep the package, and walk you through what lenders are going to ask.
Sale prep & exit
Considering an exit in 12–36 months? Books need to be tight, add-backs documented, and growth story coherent. We do the prep that earns you 1–2x more multiple.
Acquisition due diligence
Buying a competitor or a complementary business? We do the financial DD: quality of earnings, working capital, real EBITDA, and the things sellers don't volunteer.
Partnership & equity structure
Multi-owner business getting tense around money? We model fair distributions, set up clean equity tracking, and structure agreements that survive a dispute.
One project. Or one decision at a time.
Defined-scope advisory
Fixed fee. Fixed deliverable. Typical engagements run 3–8 weeks: a financial model, a strategic recommendation, a board-grade report. We scope it, quote it, deliver it.
Example: "Should we open a second gym location in Provo?" — 4-week project. Output: full unit economics model, market analysis, breakeven scenarios, owner recommendation.
On-call advisory
Monthly retainer that gives you senior advisory time without committing to a defined scope upfront. For owners facing a steady stream of medium-stakes decisions.
Example: A real estate investor closing a deal a month — needs an advisor on Slack and a 60-minute call every two weeks.
Advisory pairs naturally with our Fractional CFO service — most CFO clients have advisory built in. Standalone advisory is for owners who already have solid financial leadership and just need outside perspective on a specific decision.
Senior, partner-led, never offshored.
30-min consult
Free. We understand the decision, the constraints, and what success looks like. You learn whether we're the right fit (sometimes we're not — we'll tell you).
Scope & quote
Within 48 hours we send a defined scope, deliverable list, timeline, and flat fee. No hourly billing. No surprise invoices.
Engage & deliver
Weekly check-ins. Mid-engagement preview so you can course-correct. Final deliverable is owner-ready: clear recommendation, defensible numbers, executive summary.
A defensible answer. Not just a deck.
- Clear written recommendation with the reasoning behind it
- Financial model you keep — not a black box you can't update
- Executive summary fit for a banker, board, or partner
- Risks, tradeoffs, and the things we'd want to know if we owned this
- Optional: implementation support to actually execute
Things owners ask before signing.
What's the difference between Advisory and Fractional CFO?
How much does an advisory engagement cost?
Do you do M&A or capital raises end-to-end?
Can you advise on industries you don't list?
How fast can a project start?
Same satisfaction guarantee?
Ready to see your numbers actually mean something?
30-minute call. No obligation. We'll tell you straight whether we can help — or who can.