Defined scope, defined timeline. Most operators start here.

Accounting function rebuilds and reorganizations
Audit preparation and prior-year cleanup
Capital raise / fundraise prep

Ongoing financial leadership for operators who need a CFO function but not a full-time hire.

Monthly reporting review and analysis

Treasury and cash management oversight

Investor and lender reporting

Quarterly strategy session

Async delivery between calls

For operators selling assets, the operating company, or recapitalizing.

Books cleanup and diligence prep

Data room build

Management Q&A support through diligence

Coordination with brokers, attorneys, and accountants