
For growth, transition, optimization, or transformation. Get a CFO with 30 years of experience who moves fast and delivers results.
A vacant CFO role doesn't stay vacant. In the absence of senior financial leadership, problems compound. Cash position deteriorates. Lender relationships fray. Financial reporting gets worse. The board loses confidence. You need someone in the chair immediately—not in 8 weeks.
Financial statements need to close. Lenders need forecasts. Your team needs direction. You need senior financial leadership immediately—someone who can stabilize operations and hand off seamlessly to your permanent CFO.
Revenue is growing faster than your finance function can handle. You need a CFO who can build financial infrastructure, establish controls and KPIs, and support strategic decisions without slowing growth.
Integration is where value gets won or lost. You need a CFO who understands financial consolidation, cost synergy realization, and how to blend two operations into one seamless organization.
The financial story you tell determines the outcome. You need a CFO who builds credibility with buyers/lenders, establishes financial discipline, and positions the company for premium results.
Capital structure optimization, working capital turnaround, geographic expansion, or other complex financial work that needs dedicated CFO focus for a defined period.
$75M cultural-tour services company (PE-backed)
Followed two disappointing CFOs. Built financial controls and cash visibility from scratch. Implemented lender-grade monthly reporting. Guided business through negative cash flow period without additional lending. Result: Stabilized financials and smooth permanent CFO transition.
$40M global packaging equipment manufacturer
Prior CFO departed. Cost accounting was severely out of date. Rebuilt financial controls completely. Updated all product and inventory costs. Built profitability analytics by product line and customer. Completed two years of delinquent audits. Uncovered and documented $6M in acquisition fraud. Result: Covenant cure executed, profitability improved $200K+ annually.
$50M point-of-purchase displays manufacturer
Defaulted senior debt. Chinese manufacturing dependency. Built credible financial reporting and restructuring plan. Stabilized Chinese operations and supplier relationships. Negotiated trade credit standstill. Identified and executed sale to going-concern buyer. Result: Business preserved as going concern, senior lender recovery maximized.
The first step is a conversation. Tell us about your situation, your challenge, and your timeline. We'll ask hard questions and give you our honest assessment of what's possible and how we can help.

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