Financial Infrastructure

Your CFO Partner.
At the Level You Need.

Clean numbers a buyer will trust, a cash forecast you can run on, and the financial story that gets you to “yes.” The seat a buyer checks first.

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Embedded vs. Advisory

Two Ways In. Two Different Outcomes.

Advisory
Who It's For
Owners with a finance team already in place who want senior financial judgment on a steady cadence.
How It Works
Senior judgment on a monthly cadence. We guide the close, the forecast, and the big financial calls. Your team does the doing.
Financial Readiness
We point your team at the gaps a buyer's bank and diligence team will flag, while there's still time to fix them.
When You Need Capital
We help shape the forecast, the numbers, and the story so your team can package the deal with confidence.
Embedded (Flagship)
Who It's For
Owners who need the finance function built and run, not just reviewed. Ryan in the work with you.
How It Works
We build the financial system, work alongside your accounting team, and own the reporting cadence. You get clarity without the chaos.
Financial Readiness
Clean monthly close, a cash forecast you can trust, and the numbers a buyer will believe, built and run with you.
When You Need Capital
Done. We've been building the deal-ready package the whole time, so you close faster.
90-Day Onboarding

From Day 1 to Full Financial Control

Week 1-2
System Audit
We map your current accounting, identify gaps, and begin integration with your systems (QuickBooks, Xero, Stripe, etc.).
Week 3-6
Foundation Build
Chart of accounts restructured, close process designed, reporting cadence established, first institutional reporting package delivered.
Week 7-12
Full Integration
Real-time KPI dashboards, cash forecasting live, SBA/PE reporting templates ready. Your financial infrastructure runs on autopilot.
What Gets Delivered

The Monthly Financial Package

Monthly Financial Statements
P&L, balance sheet, cash flow. Clean, structured, audit-ready. In your inbox within 5 business days of month-end.
KPI Dashboard
Real-time visibility into revenue, margins, cash position, and the metrics that matter to your business. Updated weekly.
Cash Forecasting
13-week rolling forecast. Scenario planning. Never be surprised by a cash crunch.
Lender Coordination
We sit across from the banker, prepare lender packages, and run the financing conversation. Lending stays with your banker; we run the operating and strategic-finance seat.
CPA Coordination
Tax, audit, and bookkeeping stay with your CPA. We work alongside them with the operating context so the strategic finance work and the compliance work line up.
Board-Ready Reporting
P&L variance analysis, commentary, and forward-looking narratives. Ready for investors, lenders, and advisors.

Buyer-Ready From Day 1

Ryan has reviewed 100+ business sales from the buyer's side. We build your numbers to survive that review and document the add-backs that hold up, so the gap between what you earn and what a buyer credits stays closed. We work alongside your CPA, not instead of them: they keep you compliant, we build the forward-looking finance function that raises your value.

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