Service
Fractional CFO Advisory
Most licensed operators need senior financial judgment long before they need a full-time chief financial officer. Fractional engagements provide forecasting, capital planning, and reporting discipline on a defined cadence.
Forecasting and Scenario Planning
A rolling thirteen-week cash forecast alongside an annual operating model shows what the business can fund and when. Scenarios for price compression, wholesale demand shifts, and expansion timing turn strategy discussions into numbers.
- Thirteen-week cash forecast maintained weekly
- Annual operating budget with monthly variance review
- Capital expenditure planning and payback analysis
Performance Reporting
A concise monthly package with margin by channel, labor efficiency, inventory turns, and cash runway gives ownership a consistent view. The metrics stay the same month to month so trends are visible.
Capital and Lender Readiness
Lenders and investors evaluating a licensed operator want reconciled statements, a defensible model, and clean supporting schedules. Preparing that material in advance shortens diligence considerably.
Operational Decision Support
Pricing, wholesale versus retail allocation, new location analysis, and make-versus-buy decisions all benefit from a modeled comparison rather than an intuition.
Frequently Asked Questions
- How much time does a fractional engagement involve?
- It varies with size and complexity, commonly a set number of days per month with a defined reporting cadence and standing review meeting.
- Does this replace a bookkeeper?
- No. Advisory work sits on top of a functioning bookkeeping process. If the underlying records need work, that is addressed first.
- Can you support a financing process?
- We can prepare the financial materials and models that a diligence process requires. We do not arrange financing or provide investment advice.
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Call to talk through your license types, current records, and reporting needs, or schedule a consultation at a time that works for your team.