Sometimes you don't need a partner forever. You need a partner for a moment that matters.
Defined-scope engagements for businesses navigating a transition, a transaction, or a turnaround. We come in with a clear scope, a clear deliverable, and a clear exit.
How projects work
Clear scope. Clear deliverable. Clear exit.
Every engagement below is a defined project with a beginning, a deliverable, and an end. We scope the work upfront, execute with senior oversight, and hand off clean outcomes. When the moment passes and ongoing partnership makes sense, we can transition into a recurring relationship.
01
Scoped upfront
Deliverables, timeline, and success criteria defined before work begins.
02
Senior-led
Partner-level judgment on the decisions that matter, not junior staff on rotation.
03
Built to hand off
Models, processes, and reporting your team can run after we exit.
Critical moments
When the stakes are highest.
Transactions, transitions, and turnarounds where owners need senior finance leadership with a defined scope and a clear exit.
M&A Advisory
Deal assessment, valuation, due diligence, and post-acquisition integration. We help owners make educated offers and integrate acquisitions without losing momentum.
Typical scope
- Target screening and deal thesis support
- Quality of earnings and diligence coordination
- Post-close integration and reporting alignment
PROOF
Currently supporting an active acquisition for a client in the moving and storage space.
Exit Readiness
Cash-to-accrual conversion, GAAP cleanup, valuation prep, and the financial discipline that drives multiple expansion. Designed for owners 12 to 36 months from sale.
Typical scope
- Books cleanup and accrual conversion
- Valuation narrative and KPI package build
- Buyer-ready reporting and data room prep
PROOF
Helped a $25M HVAC company double its earnings multiple ahead of sale.
Interim & Bridge CFO
Leadership transition support during executive departures, hiring searches, or capacity gaps. Includes gap assessment, hiring advisory, and a high-impact project portfolio with ROI.
Typical scope
- Finance function gap assessment
- Executive search support and onboarding plan
- 90-day priority portfolio with measurable ROI
PROOF
Built and executed a 12-week bridge engagement during a $100M+ company’s CFO transition.
Business Turnarounds
Cash crisis stabilization, cost restructuring, and refinancing support for businesses that need a hand on the wheel during a difficult period.
Typical scope
- 13-week cash stabilization plan
- Cost and vendor restructuring
- Lender and stakeholder communication support
PROOF
Drove a post-COVID turnaround for a $10M manufacturer: 100% free cash flow growth, 60% revenue growth.
Cash & performance
Clarity when margins and cash are under pressure.
Focused projects that rebuild visibility, tighten forecasting, and recover economics across service lines and teams.
Cash Flow Forecasting & Management
Rolling 13-week cash models, scenario planning, and the visibility needed to make confident decisions in a tight cash environment.
Typical scope
- Rolling 13-week cash forecast build
- Scenario planning for hiring, capex, and seasonality
- Weekly cash cadence and action tracking
PROOF
$270K in cash unlocked within 90 days for a professional services firm.
Pricing & Margin Optimization
Service-line profitability analysis, pricing strategy, and margin recovery work. We find the leverage points and rebuild the economics.
Typical scope
- Service-line and customer profitability analysis
- Pricing model redesign and rate card updates
- Margin recovery roadmap with owner-facing KPIs
Annual Budgeting & Strategic Planning
Full annual plan build, Budget vs. Actuals framework, KPI scorecards, and quarterly planning cadence.
Typical scope
- Annual operating plan and headcount model
- Budget vs. Actuals reporting framework
- Quarterly planning rhythm and scorecards
Incentive Plan Design
Performance pay programs that tie compensation to outcomes the business actually needs, aligned to culture, margin, and growth goals.
Typical scope
- Comp plan audit and benchmark review
- Bonus and commission structure design
- KPI alignment across leadership and field teams
Systems & operations
Infrastructure that supports scale and control.
Focused projects that rebuild visibility, tighten forecasting, and recover economics across service lines and teams.
ERP & System Migrations
Platform selection, data migration, and cutover support for businesses outgrowing QuickBooks or moving between systems.
Typical scope
- Platform evaluation and implementation roadmap
- Chart of accounts and data migration planning
- Cutover support and post-go-live reporting
PROOF
Led ERP migration and integration of 13 operating companies, releasing $30M+ in free cash flow.
EOS Implementation Support
Scorecards, KPI tracking, leadership cadence, and accountability systems for businesses running the Entrepreneurial Operating System.
Typical scope
- Scorecard and measurables design
- Leadership meeting cadence and agenda build
- Finance-owned KPI tracking and reporting
Process Optimization
Workflow redesign, system selection, and operational efficiency reviews focused on the financial processes that drive cash and control.
Typical scope
- AP, AR, and close process mapping
- Bottleneck identification and workflow redesign
- Tooling recommendations tied to ROI
Have a moment that matters?
Start with a free Cash Flow Evaluation. We’ll talk through what’s in front of you and decide together whether a project engagement is the right next step.