Senior-Level CFOs Who've Actually Been CFOs
Built exclusively for manufacturing and CPG companies between $10MM-$50MM. Not Bookkeeping. Not tax prep. The strategic financial leadership your business needs to scale, raise capital, and exit on your terms.
Financial Strategy & Planning
Building forward-looking financial roadmaps that align capital allocation with growth objectives and operational priorities.
Capital Raising & Financial Modeling
Preparing comprehensive financial models and investor-ready packages that support debt financing, equity raises, and growth capital.
Cash Flow Forecasting
Creating detailed cash flow models with scenario-based projections that satisfy bankers, investors, and leadership teams.
Exit & Succession Planning
Positioning companies for maximum valuation through clean financials. GAAP readiness, and strategic preparation for sale or transition.
Cost Accounting & Margin Analysis
Untangling complex manufacturing cost structures to deliver accurate product-level margin intelligence and pricing confidence.
Unit Economics & Pricing (CPG)
Analyze trade spend, distributor relationships, channel profitability, and per-unit margins to optimize revenue across retail partners.
Our Services
We provide the tools and insights for informed decisions and growth.
Capital Raise & Investor Readiness
Investors fund a story backed by numbers they trust. We build that story and help you take it to the right capital.
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✓ Financial models built to survive diligence
✓ Capital strategy across grants, debt, and equity
✓ Investor materials and a clean data room
Strategic Financial Optimization
We identify and activate the financial drivers that unlock real, measurable value in your business.
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✓ Top-down assessment of margins and cash flow
✓ A practical roadmap tied to daily decisions
✓ Tighter forecasting and disciplined budgeting
Partnership That Builds Momentum
When finance and operations move in sync, growth follows naturally. We work alongside your team.
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✓ Strategy turned into measurable progress
✓ Results in margins, cash flow, and investor talks
✓ Rooted in trust, precision, and follow-through
About Us
Built for the exit you deserve
We turn promising companies into acquisition-ready powerhouses.
Most manufacturers and CPG companies between $10MM and $50MM have the revenue, the product, and the team. But their financials aren't telling that story. Inconsistent GAAP reporting, margins that can't be defended in diligence, and valuation gaps that cost founders millions at the closing table.
We fix that. We establish the financial infrastructure that PE firms, strategic acquirers, and lenders expect to see. So when the opportunity comes, you're not scrambling. You're negotiating from strength.
From Growth to Exit: Financial Foundations for Acquisition Success
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