Services

A ladder, not a menu.

Every engagement is scoped to the size and complexity of the business. You will always receive a written scope and price before any work begins.

How we work

Fixed price, in writing
No hourly billing.
Month to month
30 days notice, either side.
Alongside your CPA
No tax, audit, or legal work.

Start here

The Diagnostic

A focused, fixed-scope engagement that shows you the true economics of your business. Defined start, defined end, no ongoing commitment.

Typically three to four weeks

Economic model built to your actual numbers.
Margin by service line and profitability by client.
Where your client concentration actually sits, measured the way a buyer would measure it.
Unit economics: margin and spread per placement or per producer.
A written findings and recommendations document you keep, whether or not we work together again.

Start with a conversation The Diagnostic in detail

Then, ongoing financial leadership

Three levels. Move up as the business grows.

Clarity

Where most retainers begin

You have a fractional CFO. A clear view of the numbers every month, and the confidence to decide on fact rather than instinct.

A live financial model and monthly reporting package.
Breakeven analysis, so you know what each day has to produce.
A KPI dashboard and a monthly working session.
A clear view of cash and runway as you grow.

A fit when: growth has outpaced your visibility, or a lender wants reporting you can't produce yet.

Clarity in detail

Margin and Scale

We move from seeing the numbers to acting on them, focused on the decisions that move margin.

Margin analysis by service line and by client, so growth points at your most profitable work.
Commission plan validation and design that rewards the right behavior.
Pricing and bill rate strategy grounded in your real economics.
Capacity and hiring models, including what it takes for each new hire to pay for themselves.
Concentration and diversification tracking.

A fit when: you're adding producers, desks, or a service line and want growth pointed at profitable work.

Margin and Scale in detail

Exit Readiness

For firms building toward a sale. We get the financials into the shape a buyer rewards, well before you go to market.

Diligence-ready financials and a clean, documented reporting history.
Normalized EBITDA and a defensible add-back schedule.
A concentration story that turns your biggest valuation risk into evidence of a well-run business.
A valuation-support model and growth narrative.
Full readiness for buyer diligence.

A fit when: a sale is on the horizon in the next three to five years.

Exit Readiness in detail

Retainers are billed monthly in advance. Projects are billed half at signing, half on delivery.

Need a one-off project? Commission plan rebuilds, financial model builds, board and lender reporting packages, and system implementations are scoped individually.

Start with a conversation

Not sure which rung?

Tell us what the business looks like now and we will point at one, or tell you that none of them fit yet.

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