Executive Financial Advisory

Executive Solutions Built For Growth

From embedded fractional executive leadership to diagnostic engagements, leadership intensives, and strategic retreats — we deliver executive expertise structured for growth-stage and middle-market companies.

Fractional Executive Office

CFO · COO · CEO

Embedded executive leadership across finance, operations, and strategy — fractional CFO, COO, and CEO roles tailored to your stage, gaps, and growth objectives.

  • Fractional CFO: 13-week cash flow, board reporting & KPI dashboards
  • Fractional COO: operations, systems, and team accountability
  • Fractional CEO: strategic direction, investor & board relations
  • Executive meeting attendance and leadership team integration

Executive Diagnostic Engagements

Focused diagnostic assessments that surface the financial, operational, and organizational gaps holding back growth — delivered as a clear, prioritized roadmap.

  • Financial health & cash position audit
  • Operational systems & reporting gap analysis
  • Organizational & leadership structure review
  • Prioritized 90-day action roadmap

Leadership Intensives

High-touch, focused executive sessions that sharpen financial leadership, governance, and decision-making for founders and their leadership teams.

  • Financial leadership & literacy intensive
  • Board & investor readiness coaching
  • Budgeting, forecasting & scenario planning workshops
  • Executive decision-making frameworks

Executive Retreats

Off-site strategic retreats that align your leadership team around vision, financial architecture, and the next stage of enterprise growth.

  • Vision, strategy & financial architecture alignment
  • Leadership team operating rhythm design
  • Growth & capital roadmap facilitation
  • Custom off-site programming & follow-through
ROI Estimator

Calculate Your Fractional Executive Investment & Savings

Adjust your current annual revenue and team headcount to see an estimated monthly engagement investment versus a traditional full-time executive hire.

Annual Revenue ($):$8.0M
$1M$25M$50M+
Total Employees / Team Headcount:25 Staff
5100250+

Estimated Monthly Engagement

Estimated Fractional Executive Retainer:$7,500/mo
Traditional Full-Time Executive Total Cost:$32,000/mo

Estimated Annual Retained Capital:

$294,000

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