Our Services
Fractional CFO
Fractional Chief of Staff
About Us
Our team of seasoned growth executives partners with clients to transform financials into compelling narratives that drive strategy, execution, and growth. Our Managing Director, Maxie, has worked across start-ups, private and public companies, the U.S. government and a Big 4 consulting firm.
$1.6B+ in capital raised
6 M&A Deals identification thru integration
$150M+ capital raise with international joint venture partners
Why Us?
We reject the traditional consulting model where advisors deliver recommendations and walk away. Instead, we embrace a partnership approach where we:
Immerse ourselves in your business context and culture
Work alongside your team to implement solutions
Transfer knowledge and build internal capabilities
Measure success through tangible business outcomes
Fractional CFO Services
Our Fractional CFO services offer the strategic financial leadership your company needs without the commitment of a full-time executive. We focus on integrating your business story with the numbers, ensuring a cohesive and compelling financial narrative.
With over $1.6 billion in capital raised, we understand that investors seek more than just attractive financial models—they want to grasp the essence of your business. We excel at weaving your operational insights, market positioning, and growth strategies into a cohesive story that resonates with investors, enhancing your credibility and appeal.
Navigating the complexities of M&A requires experience and strategic oversight. Having led six M&A deals from identification through integration, we provide end-to-end support, from evaluating the strategic rationale to ensuring seamless post-deal integration. Our holistic approach ensures that each transaction aligns with your long- term objectives and delivers the anticipated value.
Understanding your market is crucial for strategic decision-making. We assist in segmenting your market, identifying target customers, and analyzing competitive dynamics. This comprehensive analysis informs your sales strategies, growth projections, and risk assessments, providing a solid foundation for your business decisions.
A robust strategic plan is only effective when supported by sound financial planning. We collaborate with your team to align your operational objectives with detailed financial projections, ensuring that your strategy is both ambitious and achievable. This integrated approach facilitates informed decision-making and resource allocation.
Board and Investor Communication: Crafting transparent and compelling updates that build trust and confidence.
Business Case Analysis: Evaluating new opportunities with rigorous financial scrutiny to ensure alignment with your strategic goals.
Cash Flow Management: Implementing strategies to optimize liquidity and ensure financial stability.
KPI Development: Establishing key performance indicators that are directly tied to your financial objectives, enabling effective performance tracking.
Budgeting and Forecasting: Developing detailed budgets and forecasts that guide your financial planning and performance monitoring.
Fractional Chief of Staff Services
Our Fractional Chief of Staff services are designed to enhance organizational effectiveness by providing strategic support and operational oversight. We partner with CEOs and executive teams to drive initiatives that align with your company’s vision and goals.
We guide your organization through a streamlined strategic planning process, starting with a clear assessment of your current position and defining your desired future state. By considering all facets of your business—from product development to back-office operations—we develop a comprehensive roadmap that ensures cohesive progress toward your objectives.
Effective execution of strategic initiatives requires diligent project management. We provide cross-functional leadership to ensure that all departments are aligned and contributing to the overall success of your projects. Our approach prevents silos and ensures that efforts are coordinated and impactful.
We embody servant leadership, recognizing the importance of leading through influence and collaboration. Our experience enables us to guide teams effectively, even in a fractional capacity, fostering an environment of trust and accountability.
Clear and authentic communication is vital for stakeholder engagement. We assist in preparing tailored materials for various audiences, including board members, leadership teams, employees, investors, and customers. Our focus on transparency and authenticity ensures that your messaging resonates and builds confidence.
We help establish and monitor Objectives and Key Results (OKRs) and Key Performance Indicators (KPIs) to ensure that your team remains focused on activities that drive the company toward its critical objectives. Our approach includes developing simple dashboards that provide visibility into progress and highlight areas needing attention.
We understand that CEOs often have a multitude of strategic initiatives requiring attention. We step in to manage these special projects, providing the necessary support to execute sensitive or complex tasks that may require an external perspective or additional bandwidth.
Contact us to get started
We bring your story to life to drive your business forward and achieve your strategic goals today.