FP&A
A single source of truth you can actually steer by.I build real FP&A from whatever you have today: a driver-based model, a clean monthly close, and dashboards that answer “how are we doing?” in one glance.
How this works →M&A & Exit
M&A & Exit Preparation
A steady hand from first conversation to close.
Whether you’re acquiring, being acquired, or just getting ready, I clean the books, build the data room, prep for quality-of-earnings, and quarterback diligence.
For: Companies approaching a transaction — buy-side, sell-side, or exit-ready.
You probably need this if…
- An acquirer or buyer is circling
- You want to be exit-ready in 12 months
- Books won’t survive diligence
- A QoE is coming and you’re not ready
- Considering an acquisition yourself
What I deliver
- GAAP clean-up & audit prep
- Quality-of-earnings readiness
- Transaction data room
- Working-capital & purchase-price modeling
- Diligence quarterbacking
Questions
Common questions
The fractional retainer is typically 4–8 days a month, on a 3-month minimum that then goes month-to-month. Interim coverage is heavier — 12–20 days a month for a defined term. Advisory is lighter, 1–2 days. The right cadence comes out of the discovery call; I’d rather size it correctly than oversell it.
Fractional is an ongoing part-time relationship — I’m your CFO a few days a month, indefinitely. Interim is full (or near-full) coverage for a defined gap — usually a CFO departure, a transaction, or a restructuring — where you need a senior seat held until the permanent leader arrives. Same person, different intensity and duration.
Often paired with
Related workstreams
Board Reporting
A board package investors respect — and a CFO in the room.I build the reporting cadence, write the board deck’s finance section, and (when you want) present it — so your board meetings build confidence instead of burning it.
How this works →