Fractional CFO · Financial Leadership for $2M to $50M Operators

We turn on the lights for CEOs who have been forced to lead in the dark.

Financial clarity, cash flow confidence, and a dedicated fractional CFO team for owners running businesses between $2M and $50M in revenue. Built for the leaders who have outgrown their first finance function and need a real one in the seat now.

  1. You did not start this business so you could spend Sunday night running numbers in your head.
  2. You did not hire your first employee so you could lie awake on Thursday wondering if payroll will clear.
  3. You did not build something real so you could feel embarrassed about not knowing what your own financials are telling you.

None of that means you are failing. It means you have been leading without clarity. That gap can be closed.

Three services. One financial leadership team.

Fractional CFO Leadership

A dedicated CFO who knows your business by name, backed by a Senior CFO who reviews the work and steps in when it matters. Senior financial leadership at a fraction of the cost of a full-time hire.

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Cash Flow Strategy

The 13-week windshield that replaces the bank-balance gut check. See the next quarter the way you used to see only the next week.

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Capital and Transactions

Debt, equity, M&A, and exit-ready financials. From a team that has sat at the table where the deals get done, on both sides.

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The Clarity Code. Four stages. Built to be repeatable, not rigid.

Every engagement, regardless of size or starting condition, moves through the same four-stage discipline. The depth changes. The pace changes. The order does not.

i.

Discover

We come in with no assumptions. We listen to the business in its own language before we open a spreadsheet. We meet the people doing the work.

ii.

Diagnose

We separate symptoms from root causes. The cash gap is a symptom. The pricing model is the cause. We say so out loud and show the math.

iii.

Deploy

We build the systems and reporting that make clarity stick. Cash forecasting, monthly close discipline, board-ready packages, dashboards that earn their place on your screen.

iv.

Drive

We stay in the seat as your business grows into what the numbers now make possible. Strategic counsel. Capital strategy. The hard conversations. Continuity.

Four industries. One financial discipline.

We work across four industries. The common thread is not the work you do. It is the place you have arrived: a business big enough to matter, with finance still running the way it ran when you were half this size.

Trades and Construction

HVAC, plumbing, electrical, GC, specialty contractors. WIP that the surety trusts. Bonding capacity that grows as fast as your bid pipeline.

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Software and Technology

Recurring revenue businesses where unit economics, ARR quality, and burn discipline determine the next round.

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Healthcare

Practices, clinics, and groups navigating payer mix, regulatory cost, and the tradeoffs between growth and margin.

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Professional Services

Consulting, legal, engineering, and other firms where utilization, realization, and people cost are the whole game.

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Decades inside capital raises, turnarounds, and operational restructurings.

$1.6 billion in funds employed across asset-based, real estate, and cash flow lending. Hundreds of CEOs whose numbers have started telling them the truth.

CPG turnaround

EBITDA quadrupled from $700K to $3.5M in 15 months. Valuation moved from a $6M fire-sale offer to $29M.

Dermatology practice, sale preparation

Revenue surged over 100%. Valuation moved from $10M to nearly $20M in two years.

HVAC distribution company

Secured a $3M line of credit after multiple lenders had previously declined. Consistent profitability inside three months.

Long-term care company, SEC S4 filing

Closing cycle reduced from 30+ days to 10 days. S4 filed ahead of deadline, approved with no SEC comments in under two weeks.

"When we engaged C-Suite Support, our EBITDA quadrupled in eighteen months. They did not tell us what we wanted to hear. They told us what we needed to know."
CEO Growth-Stage Client (anonymized for confidentiality)

We treat your business the way we wish more people had treated ours.

Stewardship is not a value we put on a wall. It is the operating conviction behind every engagement we take. The businesses we serve are not revenue opportunities. They are ecosystems of families, livelihoods, and futures. We work like the people on your payroll are counting on us, because they are.

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What we are publishing this week.

Written by Paul and the team. Direct. No filler.

When your numbers tell the truth, your decisions get easier.

A 30-minute conversation. No deck. No prep. Just a clear picture of where you actually are, what is in your way, and what would change if your numbers started telling you the truth.

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