If you already know what you need (or you’re shopping a specific engagement type), here’s the detail per service.
FLAGSHIP · EMBEDDED
CFO Partner + Operating Partner
The flagship engagement. Both partners in the seat. Concrete shifts in the first 90 to 180 days, then driving the growth plan over a 2 to 7 year horizon.
EXIT · MULTI-YEAR
Exit Readiness
For owners 2 to 7 years from transition. Four parallel workstreams: operations, financials, leadership bench, internal equity. Build the multiple before the buyer asks.
SUCCESSION · MULTI-YEAR
Owner Succession
Pick the people. Then pick the path. Bench-first approach to EOT / ESOP / MBO / family transitions. Five seats mapped before structure.
CAPITAL · 8-12 WEEKS
Capital Raise Readiness
Raise-ready in 8 to 12 weeks. Built the way investors and lenders actually read. Model, data room, deck, Q&A prep. No success fees on closed rounds.
SPRINT · 60 DAYS
Value Creation Sprint
Margins drift. We find where. A 60-day diagnostic plus execution engagement that surfaces the top 2 to 4 levers and installs the operating cadence to drive them.
DISTRESS · URGENT
Turnaround
Cash is tight. Payroll is Friday. We’ve been here. Embedded within days. Cash visibility in 48 hours. Lender communication takes over from owner.
POST-TRANSACTION
Integration & Carve-Out
Day 1 after close runs to plan. Pre-close embedding so Monday morning isn’t improvised. Through the 100-day plan and TSA expiration.
PILLAR 3 · PARTNER-DELIVERED
AI + Data Systems
Workflow first. Tool second. Pillar 3 of our value-creation model, delivered through trusted partner firms with our oversight. No software sales, no commissions.
PROJECT · 2-4 WEEKS
Financial Modeling
Models that hold up in the room. Institutional-grade financial modeling for capital raises, refinances, exits, and board work. Often a clean way to start with LIMESTONE.
TRANSACTION · SUB-$2M EBITDA
Quality of Earnings
The deals big firms won’t touch. Operator-grade QoE for sub-$2M EBITDA transactions. Sell-side prep and buyer-side diligence. The friendly catcher.
CASH RECOVERY · 4-6 WEEKS
Working Capital
Profitable on paper. Out of cash in practice. The DSO/DPO/inventory diagnostic that surfaces trapped cash and installs the 13-week cash discipline.
LENDER PREP · 6-10 WEEKS
Debt Refinance
Built to be bankable. The DSCR model, covenant narrative, and lender package that get a refi done. We coach you through the bank conversations; we don’t replace you in the room.