We serve as your trusted fractional CFO, delivering tailored financial leadership that includes strategic planning, forecasting, modeling, and MD&A creation. Our services support your long-term goals with precision trend analysis, risk management, and compliance oversight. We also bring deep expertise in debt structuring, helping you navigate complex financing with confidence.

With the experience of a former corporate banker, controller, and auditor, we provide expert coaching to help position your business for growth and financing success. Our advisory services include developing risk rating models, crafting policy statements, and conducting operational and control risk assessments — all designed to strengthen your financial foundation and credibility.

We offer rigorous due diligence to support high-stakes decisions such as acquisitions, investments, partnerships, and contract negotiations. Our analysis covers legal document review, supply chain assessments, and governance evaluations, ensuring you have the insight needed to move forward strategically and responsibly.

We help uncover and implement operational efficiencies that drive real cost savings. This includes optimizing processes, reallocating resources, reviewing vendor contracts, and establishing performance metrics that align with your strategic priorities — enabling your business to operate with greater focus, agility, and impact.