CFO Advisory & Strategic Finance

Strategy and support to scale your emerging business

Ready to take your business to the next level? We help start-up companies and entrepreneurs establish a successful foundation for financial and operational scalability, so they can manage growth and prepare for the future. From integrating your technology and establishing effective financial processes to connecting you with the startup ecosystem, filling resource gaps, and getting you investor-ready, we can help accelerate your success. Our team of CFOs partner with you to ensure your plan is achievable from strategy to execution. Whether it is raising money, expanding internationally, IPO preparation, mergers or acquisitions, turnarounds, or asset sales, our CFOs have the experience you need.

Our team of experts can help you with:

  • Fundraising Strategies
  • Exit Strategies
  • Financial Leadership

Strategic Services we deliver

Every company needs to identify a long-term plan for its business while identifying the total market, understanding and promoting its competitive advantages, and ensuring profitability and investor returns through a long-term exit strategy as the goal.

Fundraising Strategies

  • Investor Introductions
  • Investor Presentations
  • Secondary Offerings
  • Growth Capital Loans
  • Equipment Financing
  • Private Equity Financings
  • IPO Preparation
  • Bridge Loans
  • Accounts Receivable Loans

Exit Strategies

  • S-1 Filings
  • Mergers & Acquisitions
  • Restructures
  • Turnarounds & Workouts
  • Liquidation & ABC (Anti-Bribery & Corruption) Due Diligence
  • Bankruptcy
  • Due Diligence
  • Asset Sales
  • Wind Downs & Dissolutions

Financial Leadership

  • Strategic Business Plans
  • Revenue Recognition Strategy
  • Investor Management
  • Contract Negotiations
  • Outsourced Manufacturing
  • Comparative Benchmark Study
  • Operating Financial Plans
  • Profit Improvement Plans
  • International Operations
  • Licensing Agreements
  • Board Advisory
  • Rolling Forecasts

Outsourced Finance services we deliver


  • Business Modeling
  • Cash Investment Assessment
  • Cash Management Policies
  • Department of Defense Contracting
  • Develop Standard Contracts
  • Equipment / Receivables Financing
  • Establish Best Practices
  • Financial Budgets & Forecasts
  • GSA Schedules
  • Internal Audits & Controls
  • Legal Liaison
  • Manage Audit Relationship
  • Manage Bank Relationships
  • Negotiate Growth, AR Lines
  • Negotiate Lines of Credit


  • Annual Reports
  • Board Packages
  • Board Report Reviews
  • Cash Burn Analysis
  • Company Dashboard
  • Company Metrics
  • Financial Presentations
  • GAAP Financial Statements
  • Management Reports
  • Revenue Recognition Policy
  • SEC Reporting including filings on Forms 10-K, 10-Q and S-1
  • Variance Analysis Reporting
  • Waterfall Tracking

Key contacts

Interested in getting to know us?

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