A CFO and an operating partner, in the business alongside you. We clean up the numbers, build a team and the systems that run without you, and make the business worth more. Take one seat or both. The next decade in the lower middle market belongs to the operator, not the financial engineer.
Most good businesses cannot hire either of these seats full-time, and do not need to. You get both, part-time, and for a fraction of the cost of a single full-time hire. Take one seat or both, depending on what the business needs. These are senior seats, not a team of juniors, and we take a limited number of engagements at a time.
The seat that drives the value. The plan, the weekly rhythm, the right people in the right roles, and the discipline to turn priorities into results. The connector who makes sure the plan actually gets executed, in the building, with you. Jared-led.
The seat a buyer checks first. A clean monthly close, a 13-week cash view, the numbers behind every decision, and lender, board, and investor reporting that holds up. Books that are ready for any audience, at any stage. Ryan-led.
Without a system, an owner’s week disappears into fires and interruptions. We install a simple operating rhythm so the plan drives the work, not the other way around.
A short list of the few things that matter this quarter, tied to what the business is worth.
A short weekly leadership rhythm and a quarterly plan that keep everyone rowing the same way.
A KPI scoreboard the whole team can read, so the numbers back the story instead of hiding it.
Owner-level goals translated into team-level work, and the follow-through that turns plans into outcomes.
Already run an operating system, or work with a coach or implementer? We layer the finance and value engine on top of what is working. We do not replace it, and we do not compete with your coach.
Senior judgment on a regular cadence. We sit above the business, pressure-test the plan and the numbers, and give you a straight answer when it counts. Right when you have a capable team and want experienced eyes on the big calls.
Both partners in the seats, doing the work with your team, not from the sideline. Right when the business runs through you and needs operators in the building to build the plan, the team, and the systems. This is the flagship.
A straight conversation about the business and what you want out of it. No pitch. Often a fixed-fee deal-prep project, a readiness review or a financial model, is the natural first step.
A short diagnostic across the five things a buyer prices. You get a clear read and the binding constraint, the one weak link worth fixing first.
A prioritized plan and the value it can create, yours to keep whether you engage us or not.
Advisory or Embedded, one seat or both, on a monthly engagement scoped to the work. A retainer for the work, and equity or value-based pricing where it fits. Never required.
Software can pull the data and draft the recap. It cannot build trust with a team over months, read the thing an owner will not say out loud, or make the call in the room. That is the work, and it is why we get in the building with you. We make your team stronger; we do not become your team.
Every engagement gets a workspace. The report and its exhibits sit there to read or download, the open requests are visible so nobody has to ask where things stand, and the documents stay in one place instead of scattered across an email thread.
Exhibits, the add-back register, the risk matrix. The same document you can download as a PDF and hand to your lender.
The request list, live. You can see what is outstanding and what has landed, so a delay is never a surprise on a Friday.
Signed paper, the information request, prior-year statements. Uploaded once, found later.
If you come back for the next deal, or grow into the embedded work, it is the same workspace rather than a fresh start.
Deliberately plain. It exists so you spend your attention on the findings, not on learning our software.
Most people start with one project. If it works, we stay. There is no long commitment required to find out whether we fit.
Book a conversation Start with a project“They fully embedded themselves into our business, helping us navigate complex decisions and significantly accelerating our path to market readiness.”
Chris Frantz, NextBite Robotics
Verbatim client review.