Who We Are
We are a boutique consulting and CFO advisory firm of senior, credentialed professionals with 25+ years of C-Suite experience as CFOs, COOs and CEOs. Our connected team is a strong network of advisors and investors that allows us the ability to support a wide variety of businesses in a range of industries.
Our team of experts has deep experience managing all business disciplines -- Finance, Marketing, HR and Information Technology. We provide fractional hires and advisory services for early-stage small to medium size companies that need specialized senior executive experience, but can't justify a salaried, full time resource. We serve clients across all industries — from VC backed, early stage startups to privately held family owned businesses and large multinational public companies.
Why Hire a CFO or COO?
When you can rent one. Fast. From our Team.
Expertise is more affordable when you have a fractional service. This strategy is particularly helpful for new and emerging companies, as well as established companies with special projects – such as preparing for an acquisition or a new product launch.
Our Flexible, Scalable Model
OFFICE OF THE CEO
For companies who need a competitive business model, strategy consulting, assistance with governance, and board presentations.
For companies who need temporary full (or part)-time leadership in finance.
For smaller companies in need of C-Suite support (CFO, COO, Controller).
For engagements with specific deliverables: M&A strategy, exit planning, investor pitches, cost reduction plans, accounting system set up and conversion, capital raising.
Who Retains Us?
- Boards of Directors
- Banks and Lenders
- Family Offices
- Investors (Venture Capital and Private Equity Firms)
- Other C-Suite Executives needing help on key projects (COOs, CFOs, CIOs)
- Private and Public Companies
- CEOs and Owners