Exit-Ready CFO Services
Financial leadership for founders planning their exit in 1-5 years
Financial Infrastructure
Build the systems that survive due diligence—and command premium valuations.  What's Included: • 3-Statement Financial Model with scenario analysis • Investor-Ready Dashboards • Data Pipeline Engineering (QuickBooks to due diligence) • Margin Analysis & Optimization  Deliverables: • Complete Excel model with scenario toggles • Interactive dashboard • Data management policy • Monthly financial package templates
Acquisition Preparation
Structure your company for a clean transaction—minimizing friction and maximizing value at close.  What's Included: • Quality of Earnings (QofE) Documentation • Operating Agreement & Cap Table Cleanup • Management Transition Planning • ESOP Feasibility Analysis (when applicable)  Deliverables: • QofE summary package with supporting schedules • Operating agreement recommendations • Key person / succession documentation • ESOP feasibility model (if applicable)
Deal-Side Intelligence
Leverage our experience working M&A transactions to understand what buyers, lenders, and underwriters actually need.  What's Included: • Transaction Liability Readiness (R&W insurance) • Buyer Diligence Preparation • Valuation Driver Analysis • 13-Week Cash Forecasting  Deliverables: • R&W insurance readiness checklist • Due diligence preparation guide • Valuation benchmarking analysis • 13-week cash forecast model
Engagement Models
Strategic Partnership (Recommended)
Monthly retainer plus shared incentives. Full access to all three service pillars. Aligned incentives: we succeed when you exit successfully.
Project-Based Engagement
Fixed-fee for defined deliverables. Typical projects: 3-statement model, QofE package, cap table cleanup. Can transition to strategic partnership after initial project.
Is Your Company Exit-Ready? Â
Most founders think they're 6 months away. The reality is usually 18-36 months.