The Work
The board wants a forecast. The investor wants a data room. The lender wants a covenant tracker. You want someone who's done this before.
Breathe. You found us.
“Somewhere along the way, our contractor quietly became our guy.”
FP&A & Financial Modeling
Problem it solves
The CEO is updating the model himself. Scenario analysis is a guess. Board decks take three weeks. Nobody trusts the numbers.
What we do
Build the financial model from scratch (or rebuild the one held together with hard-coded cells and crossed fingers). A model you can trust lets you see six months ahead — plenty of time to spot a cashflow problem before it becomes a crisis.
“We were heading into a cashflow crunch and didn't even know it. Bob's team built us a model that gave us six months to react instead of a surprise — that model saved the company.”
A forecast you can trust
Before
#REF!
Visibility
Six months ahead
Scenario
Ready to react
Growth through M&A
Problem it solves
You've grown the business the hard way — winning customers one at a time. Buying another company to accelerate that? It never felt like something you could do.
What we do
We show you what's possible. We identify targets, model the deal, and walk you through a process that felt foreign last quarter and feels like a real growth lever this quarter. We've done this before — not theoretically, but operationally. We know what a deal looks like from the inside because we've led them.
“We never would have considered an acquisition on our own. Bob's team showed us it was possible, built the model, and walked us through every step. It changed how we think about growth.”
New possibility
Acquisition
Growth toolkit
A new lever
Capital Raise & Exit Prep
Problem it solves
The raise is happening. The exit is happening. You need someone who's been through the process — not advising from the side, but sitting at the table. The data room is messy, the investor model needs to hold up under pressure, and due diligence is coming.
What we do
We embed as your CFO through the process. Data room, investor model, due diligence prep, fielding questions in the room. We don't advise from the sideline — we dig in, we prep the company, we sit at the table with you. We've been on both sides — selling a company as the operating CFO and buying them as a PE principal.
“Halfway through the raise, I stopped calling them my 'finance consultants.' To every investor across the table, they were 'our CFO.' That's how it should feel.”
Data room
Ready
At the table
Our CFO
Accounting Clean-Up & Controller Oversight
Problem it solves
Messy bookkeeping block M&A deals, stall raises, and turn every board meeting into a guessing game. You can't move forward when you don't trust the numbers.
What we do
Accounting clean-up with a CFO lens. Cash-to-GAAP conversions, years of backlog reconciled in weeks, KPIs, margin analysis, and a forward-looking forecast. Accurate accounting — the foundation that makes everything else possible.
“A $15M deal was stuck because of bad accounting. Tee Up cleaned up two years of books in two months and saved the deal.”
Financial clarity
Before
Two years behind
After
Bank-ready books
Close
Owned