CFO Advisory
A fractional CFO in Houston to plan cash, growth and profitability.
Senior finance leadership without a full-time hire. We turn your numbers into a plan — forecasts, KPIs, unit economics and the strategic decisions that follow. And when you're ready to raise or borrow, our Capital Advisory team takes it from there.
What's included
Where we help
- Fractional CFO leadership
- Financial planning & budgeting
- Cash-flow forecasting
- 3-statement financial models
- KPI development & dashboards
- Profitability & unit economics analysis
- Financial restructuring
- Business valuation
- Cost optimization
Business impact
The impact of a CFO, on your P&L schedule.
Cash visibility
Weekly and 13-week rolling forecasts so cash is never a surprise.
Profitable growth
Unit economics and pricing decisions rooted in real numbers.
Investor readiness
Models, memos and data rooms that stand up to diligence.
FAQ
Before you hire a fractional CFO
You walk away with a live forecast and a short list of decisions it points to — not a one-time deck that goes stale the week after the kickoff.
Let's talk about your numbers
A 30-minute consultation to understand where you are and where you want to go. No cost, no obligation.
Leave the call with a 1-page action plan — whether or not we work together.