Services
Finance leadership for organizations up to $250M. I work with executive directors, founders, CEOs, and boards who need CFO-level judgment without a full-time CFO. Every engagement is built around one goal: decisions you can defend.
What I Offer
Fractional CFO
Ongoing finance leadership, a few days a month. I own the planning calendar, prepare board and investor materials, and act as a thought partner to your leadership team.
Best for: growing organizations that have outgrown their bookkeeper but aren't ready for a full-time CFO.
Budget and forecast build
A driver-based budget and a rolling forecast your team can maintain. You get a clean model, documented assumptions, and a monthly variance review that shows what changed and why.
Best for: leaders who don't trust their current numbers, or who build the budget once a year and then never look at it again.
Scenario and capital planning
Base, upside, and downside cases tied to your cash, debt capacity, and covenants. I add sensitivity analysis on the few drivers that matter, so you can see your risk before you commit capital.
Best for: major investments, expansions, new programs, and financing decisions.
Strategic planning for nonprofits
A multi-year financial plan connected to your mission. It covers program economics, reserve policy, and funding scenarios your board can act on.
Best for: executive directors and boards preparing for growth, a capital campaign, or funding uncertainty.
Valuation and transaction support
DCF and comparable company valuation, deal models, and diligence preparation, backed by experience supporting $30B+ in Wall Street M&A and IPO transactions.
Best for: owners weighing a sale, acquisition, recapitalization, or new investor.
How We Work Together
1. Discovery. A 30-minute call to understand the decision in front of you.
2. Scope. A short proposal with deliverables, a timeline, and a fixed fee or retainer.
3. Build. I do the work with your team and send updates every week.
4. Hand off. You get the models, the documentation, and a walkthrough, so your team owns the result.
Let's Work Together
Not sure which fits? Tell me what you're trying to decide.