A Fractional CFO gives you senior-level financial leadership without the cost or commitment of a full-time executive. Key benefits include: • Insight - Strategic financial insight to guide decisions and growth • Visibility - Improved visibility and management of your profits, cash flow and working capital • Staying ahead - Better budgeting, forecasting, and reporting discipline • Objective perspective - Independent view to challenge assumptions and uncover opportunities • Leadership leverage – Frees the CEO and management team to focus on driving the business forward In short, you get clarity, confidence, and control over your financial direction — at a fraction of a full-time CFO cost.

• Our services are ideal for small to mid-sized companies that need senior financial expertise but don’t require or can’t justify a full-time CFO. • Whether you’re scaling quickly, preparing for investment, or need stronger financial control, a fractional CFO gives you executive-level insight at a fraction of the cost.

Our founder combines Big 4 Mangement Consulting background with hands-on corporate development experience in Private Equity–backed company. Unlike many firms that focus on reports and processes, we focus on results — aligning your financial strategy with your business objectives to improve profitability, cash flow, and enterprise value. You’ll work directly with a senior finance leader, not a junior team — ensuring insight, experience, and impact from day one.

Step 1. Discovery & Align | Understand goals, challenges, and fit We start by learning your goals, challenges, and financial priorities to confirm fit and align on the support your business needs. Step 2. Onboard & Assess | Review financials, processes, and systems We review your financials, reporting processes, and systems to identify gaps, clean up the foundation, and establish key metrics and cadence. Step 3. Build & Implement | Create reporting, forecasts, and financial structure We develop the reporting, forecasting, and cash flow tools that turn your numbers into clear insights for confident decision-making. Step 4. Partner & Scale | Provide ongoing strategic CFO leadership and execution We work alongside you on an ongoing basis to monitor performance, refine strategy, and guide key decisions—driving growth, profitability, and long-term value.

• Our fractional CFO packages are designed for flexibility. • While we recommend a minimum 3-month engagement to ensure measurable impact, we tailor the arrangement to your business stage and needs. • You’ll always have transparent pricing, defined deliverables, and no long-term lock-in.

• We offer fixed monthly packages tailored to your needs — providing predictable costs, a defined scope of work, and flexibility to scale support as your business evolves. • Ad hoc or project-based work (such as M&A, fundraising, capital advisory, transformation) can be added based on complexity and scope.

• A fractional CFO provides the expertise and strategic guidance of a senior finance leader at a fraction of the cost of hiring one full-time. • A full-time CFO typically costs $250,000–$400,000+ per year, including salary, bonus, and benefits. • Our fractional CFO packages giving you access to comparable experience and leadership for a fraction of that cost. • You gain flexibility, predictable pricing, and the ability to scale support as your business grows — without long-term overhead.