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Us in Numbers
$45M+
Clients’ Combined Income
20+
Industry Recognition and Mentions
75
Clients All Over the World
30+
Years of Combined Experience
About Us
Scale Smarter with a Fractional CFO/COO Partner Who Does Both Strategy and Execution
Running a $ 1 million+ business comes with complexity: more people, more processes, and higher stakes. Our Fractional CFO/COO hybrid model is built for founder-led and scaling companies that need both strategic financial oversight and hands-on operational improvement.
We help you:
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Streamline systems and workflows to reduce bottlenecks
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Improve cash flow, margins, and operational efficiency
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Build infrastructure for growth without bloated overhead
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Create a company that thrives now and is built to sell later
You don’t need a whole executive team to scale you need the right partner.
You're scaling fast, but lack the financial and operational resources to do it efficiently and sustainably.
03
Feeling stuck between growth and chaos? You're not alone.
You're ready to take your business to the next level but you're unsure what to prioritize or how to get there.
01
You know your processes and workflows need improvement, but don't have the time or systems to optimize them.
02
We Drive Profit-Not Just Growth
Scaling without margin is a recipe for burnout. With 30+ years of combined experience, we help you increase revenue and profitability by tightening operations, improving forecasting, and cutting inefficiencies.
You Get Executive-Level Impact Without Full-Time Overhead
Hiring a full-time CFO and COO can cost over $500K/year. Our fractional model gives you strategic and operational leadership at a fraction of the cost, custom-fit to your growth stage and goals.
We Increase Business Value, Not Just Fix Problems
We’re more than problem-solvers we’re long-term partners. From strategy to systems to exit readiness, we help you build an asset that’s not only sustainable, but also attractive to investors or buyers.
We Execute. Not Just Advise
You don’t need another report. You need someone who’ll own results. We act as your hybrid CFO/COO, partnering with you to implement smarter systems, cleaner processes, and scalable infrastructure.
We Drive Profit-Not Just Growth
Scaling without margin is a recipe for burnout. With 30+ years of combined experience, we help you increase revenue and profitability by tightening operations, improving forecasting, and cutting inefficiencies.
You Get Executive-Level Impact—Without Full-Time Overhead
Hiring a full-time CFO and COO can cost over $500K/year. Our fractional model gives you strategic and operational leadership at a fraction of the cost, custom-fit to your growth stage and goals.
We Increase Business Value, Not Just Fix Problems
We’re more than problem-solvers we’re long-term partners. From strategy to systems to exit readiness, we help you build an asset that’s not only sustainable, but also attractive to investors or buyers.
We Execute. Not Just Advise
You don’t need another report. You need someone who’ll own results. We act as your hybrid CFO/COO, partnering with you to implement smarter systems, cleaner processes, and scalable infrastructure.
How Can our Hybrid Fractional CFO/COO Impact your Business
Independent research consistently shows that companies working with experienced consultants outperform their peers in growth, profitability, and operational efficiency. Our hybrid model provides you with the financial insight of a CFO and the execution power of a COO, all without the full-time cost.
Here’s what the data shows:
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Companies that engage external consultants see a median ROI of 5.6x according to the Institute of Management Consultants USA (IMC USA).
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McKinsey & Co. reports that businesses that align strategy with operations can increase performance by up to 30%.
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B2B organizations with financial transparency and operational discipline (enabled by CFO/COO functions) are twice as likely to achieve revenue targets, according to Harvard Business Review.
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A 2023 report by Source Global Research found that 71% of mid-market companies attribute their ability to scale more efficiently and avoid costly missteps to external consultants.
What that means for you:
-
Avoid operational and financial missteps
-
Improve margins and reduce inefficiencies
-
Accelerate decision-making and execution
-
Build a company that’s scalable and sellable
Most business owners don’t need more theory they need a partner who gets results. That’s what we do.
How Can our Hybrid Fractional CFO/COO Impact your Business
Independent research consistently shows that companies working with experienced consultants outperform their peers in growth, profitability, and operational efficiency. Our hybrid model provides you with the financial insight of a CFO and the execution power of a COO, all without the full-time cost.
Here’s what the data shows:
-
Companies that engage external consultants see a median ROI of 5.6x according to the Institute of Management Consultants USA (IMC USA).
-
McKinsey & Co. reports that businesses that align strategy with operations can increase performance by up to 30%.
-
B2B organizations with financial transparency and operational discipline (enabled by CFO/COO functions) are twice as likely to achieve revenue targets, according to Harvard Business Review.
-
A 2023 report by Source Global Research found that 71% of mid-market companies attribute their ability to scale more efficiently and avoid costly missteps to external consultants.
What that means for you:
-
Avoid operational and financial missteps
-
Improve margins and reduce inefficiencies
-
Accelerate decision-making and execution
-
Build a company that’s scalable and sellable
Most business owners don’t need more theory they need a partner who gets results. That’s what we do.
Scale Lean. Exit Smart: Hybrid Fractional COO/CFO. Two Roles. One Partner
Operational Efficiency Optimization
Streamlining processes to minimize costs. Implementing best practices to enhance productivity.
Strategic Planning and Execution
Developing a clear roadmap for achieving your business goals. Aligning team efforts with your company's mission and vision.
Market Analysis and Growth Strategies
Identifying opportunities to expand market share. Crafting B2B and B2C strategies for entering new markets or launching new products/services.
Financial Management and Forecasting
Improving budgeting, cash flow, forecasting and financial analysis. Ensuring resources are allocated effectively for maximium ROI.
Change Management and Business Transformation
Helping your business adapt to market changes and internal shifts. We can also guide you on your exit strategy, or restructuring.
Customer Experience Enhancement
Improving your customer satisfaction and loyalty. Designing systems to gather and act on customer feedback.
Leadership Development and Team Building
Empowering your leadership team wih training and resources. Enhancing collaboration and communication across teams.
01
We start with a discovery call to understand your business goals, challenges, and growth objectives.
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Optional) In-Depth Business Assessment:
For businesses exploring an exit or facing complex challenges, we offer a 90-minute deep-dive assessment to evaluate operational, financial, and valuation gaps.
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You’ll receive a tailored roadmap designed to align your financial strategy, operations, and growth objectives.
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We step in as your fractional CFO/COO to lead implementation, improve performance, and increase enterprise value.
Starting at $10,000/month
For scaling businesses that need tighter systems, better reporting, and hands-on leadership support.
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Everything in Tier 1, plus:
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Weekly strategic/ops calls
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Department-level workflow + efficiency review
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Full KPI dashboard setup (automated where possible)
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Systems audit + vendor/tech stack recommendations
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Hiring support for ops/finance roles
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Team leadership and accountability tracking (via OKRs or scorecards)
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Investor-readiness assessment (if fundraising is planned)
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Unlimited email/Slack access
Best for $5M–$15M companies scaling rapidly or stabilizing for growth.
02-Growth Engine
Starting at $7,500/month
For companies building solid financial and operational infrastructure to scale with control.
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Monthly strategy session
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Biweekly ops + finance calls
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Budgeting and forecasting
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Cash flow planning + analysis
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Core KPI development + tracking
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Operational workflow review (1–2 departments)
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Light financial dashboard setup (manual or software-based)
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Limited Slack/email access for support
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High-level team coordination
Ideal for companies with revenue under $5M or those entering early growth mode.
01-Foundation Package
Starting at $15,000/month
For mature businesses preparing for M&A, raising capital, or building toward a strategic exit.
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Everything in Tier 2, plus:
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Full exit-readiness and value driver audit
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Recasting financials + EBITDA adjustments
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Financial data room creation
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Due diligence prep and buyer/investor collaboration
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Operational succession planning
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Direct coordination with external advisors (legal, M&A, tax)
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Monthly board-style reporting + executive team alignment sessions
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Optional performance-based bonus structure
Ideal for $10M–$30M companies or those within 1–3 years of an exit event.
03-Exit Architect
Learn how we created a debt strategy repositioning for growth by lowering down APR, improving balance sheet position
What is pricing?
Pricing depends heavily on the scope of work that is required for your particular business. We can take equity compensation, and we work on a monthly retainer. Our monthly retainer is fixed because we want to avoid any cash flow surprises as we help you to scale lean.
Who do you work with?
We work with venture funded startups, small to medium businesses making over $1M in revenue that are scaling, and businesses making over $5m in EBITDA that are thinking in selling. We also support VC and PE portfolio businesses.
Who will be working with me?
A team member is assigned to your account, either a C Suite executive such as a CFO or COO. Depending on the scope of work you will also be assigned with financial analyst, and additional team members. All under the same retainer.
How long do I need to work with you?
This depends entirely on the scope of work, your current business condition and where we are trying to go. Our goal is to get you to the desired outcome. We only require 6 months and after that we are month to month. However clients have stayed with us for years as we provide quality support as they scale.
