Strategic Advisory Services

From basic financial planning to a full-scale corporate development strategy, we can help.

What Are Strategic Advisory Services?

Companies undergo a variety of challenges when formulating strategy around raising capital, planning an exit, corporate development, restructuring, and more. All of these strategic initiatives require expertise from a CFO who has led these projects first-hand.

Having an experienced CFO at the negotiation table won't just make life easier for your company, it will also command a better valuation in favor of your company.

Do I Need Strategic Advisory Services?

What are your plans for your company? Maybe you're ready to explore enhancing your M&A activities, but your current team is unsure how to capitalize on opportunities fully. Maybe it's time to raise more capital, but you're unsure how to structure the fundraise. In any case, we have been there and can support you to get the most out of your plans.

Mergers & Acquisitions

Our CFOs and advisory teams work through the entire M&A deal cycle with you, setting the initial strategy, identifying financing, planning the integration, managing risk, and executing the deal. We will help ensure that your due diligence process uncovers the make or break details that are most important to your organization's vision.


Restructuring is a complex, challenging process that requires precise planning and execution. Whether you are addressing financial difficulties or positioning for growth, a CFO experienced with restructuring can help ease an otherwise difficult process.


Our CFOs are experienced in deploying into situations where a company is unsure of its ability to operate as a going concern without major changes to the current business. Every turnaround engagement starts with an assessment of the company's current state and what options are available moving forward.


No matter the size of your business, raising capital is always a precursor to some impending change in your business. We work with you to align your capital needs with your future vision, guiding you through an assessment of the optimal structure and timing of the capital raise.

Benefits of Strategic Advisory Services

We have led corporate development for Fortune 500 companies and raised capital for growth stage startups. Regardless of your company circumstance, you will benefit from a conversation with us to better understand the landscape of opportunity in front of you.


Hiring a traditional advisory firm to support your strategic initiatives will result in your company paying for a team of professionals, incurring high costs. In many cases, our consulting CFOs are able to work with your existing team to accomplish the challenging tasks you are facing. If additional resources are needed, we bring them in on an as-needed basis, maintaining a small, highly focused project team.

Specialized Knowledge

Managing a complex financial challenge without experiential knowledge is an unnecessary drain on the company's resources. With our CFOs, companies can tap into years of experience successfully navigating our professionals' challenges. By leveraging the expertise of a proven CFO, companies can make informed decisions and implement strategies effectively to minimize risk and maximize value.

Immediate Impact

Hiring our CFOs allows you to start a complex financial project immediately. Our CFOs are highly experienced financial professionals who can hit the ground running on a complex financial project. We will work to assess the company's financial situation and develop strategies that are aligned with the organization's vision. In addition, our CFOs can provide guidance and mentorship to the organization's finance team members. This can help leave a lasting, positive impact on the business post-project.


Working with our CFOs and advisory team members allows for greater flexibility to tackle challenges how you see fit. For example, we can manage an entire project from start to finish, allocating resources and developing strategy alongside you. Alternatively, we can augment your current capabilities and fit into a predefined strategy you have outlined.

Frequently Asked Questions

What if I don't know how often I need the Fractional CFO?

Fractional CFOs are used to working flexibly and on-demand. This means that you may need them close to full-time for a few weeks before converting to a low number of hours for ongoing guidance. Your business may not need the full-time support of a CFO, but having fractional guidance to support your controller and advise your CEO can be an invaluable asset in creating company strategy.

How do I ask a CFO to do something when I don't know what needs to be done?

You don't know what you don't know, which makes it difficult to ask for help in areas where you are not sure what the improvements are or if they're even needed. We will commonly perform an assessment of your organization's finance function at the start of any engagement. It is the CFO's job to inform the CEO about both what is needed from a finance perspective as well as where finance can contribute additional value to the overall vision of the company.

How many hours does a Fractional CFO work?

Fractional CFOs work a flexible number of hours based on the changing needs of the business they serve. This could be a few hours a month up to 10 or 20 hours a week.

When does a startup need a fractional CFO?

A startup can benefit from the council of a seasoned industry CFO from day one, but realistically the startup won't have demands on their finance and accounting function that warrant the involvement of a CFO until they've raised seed capital. Preparing for future rounds of funding is just one of the many areas that a fractional CFO can add value to a startup.

What to look for in a fractional CFO?

A fortune 500 CFO may not make the best fit in a startup environment. Similarly, a fractional CFO with a background in telecommunications is unlikely to have the expertise needed in a healthcare organization. A CPA can be a great credential to find in a CFO, but not every company will need a CFO with a heavy background in accounting. Circumstances vary for each company depending on the stage and needs of the organization.

What should a fractional CFO do at a company?

A fractional CFO's involvement depends greatly on the stage and needs of the organization. In smaller companies, the fractional CFO may personally take on a broad set of responsibilities, including managing the books, negotiating contracts, and more. In a larger company, the fractional CFO may oversee and guide the controller who manages the accounting function as well as other leaders in the finance function.

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