Three Engagement Structures.
One Standard of Absolute Discipline.

Our Commitment

The architecture of our engagement is dictated entirely by your platform's complexity, revenue tier, and long-term investor objectives. Each model introduces an identical standard of senior-level corporate governance calibrated precisely to scale your infrastructure without capital waste.

Our Services

Build the infrastructure. Gain the visibility.

Financial Foundation

$12,000 / month

(40 Hours / Month Fully Allocated Engagement)

Your market model is validated and your platform is moving, but internal financial infrastructure has failed to keep pace. The Financial Foundation framework hardens your reporting mechanisms, introduces rigorous margin parameters, and establishes rolling cash control—bringing senior financial strategy into your room at less than the cost of a full-time bookkeeper.

  • Deliverables:

    • ~10 hours/week equivalent executive engagement

    • KPI dashboard architecture and continuous oversight

    • Monthly FP&A — localized budgets and rolling forecasting

    • 13-week rolling cash flow visibility and management

    • Margin analysis and unit economics performance tracking

    • Active oversight of your outsourced accounting/bookkeeping functions

    • Executive leadership team & quarterly board meeting participation

Ideal For: Founder-led companies and platform operators between $3M and $15M in revenue seeking strict clarity without permanent executive overhead.

Request a Private Briefing 
Scale the model. Access the capital.

Growth Partnership

$22,000 / month

(80 Hours / Month Fully Allocated Engagement)

Engineered explicitly for accelerating platform entities requiring deep corporate advisory, multi-unit site underwriting models, and advanced capital restructuring. This engagement embeds the dedicated CFO partner a founder needs to navigate rapid scaling or fund debt financing—without corporate bonus requirements, equity dilution, or employment risk.

  • Deliverables:

    • Includes all Financial Foundation deliverables, plus:

    • ~20 hours/week equivalent fractional partner immersion

    • De novo unit underwriting and localized site-level pro formas

    • Capital structure advisory and direct lender/financing coordination

    • M&A screening and preliminary transaction diligence mapping

    • Institutional investor and franchisor relationship management

    • Strategic runway planning and organizational architecture design

    • Monthly board-level participation and executive reporting

  • Ideal For: High-growth multi-unit operators and franchise platforms ($10M–$25M+) actively pursuing aggressive de novo expansion, debt capital raising, or organic/inorganic platform scaling.

Request a Private Briefing 
Prepare the platform. Protect the exit.

Institutional CFO

$43,200 / month

(160 Hours / Month Deeply Embedded Engagement)

An embedded, private equity-grade corporate execution tier designed exclusively for enterprise platforms where absolute financial precision and transaction readiness are mission-critical metrics. Delivers a seasoned PE-CFO at a fraction of the market cost of a permanent full-time placement.

  • Deliverables:

    • Includes all Growth Partnership deliverables, plus:

    • ~40 hours/week dedicated executive presence

    • Full M&A buy-side/sell-side diligence oversight and integration planning

    • Platform exit readiness and comprehensive Quality of Earnings (QofE) audit preparation

    • Active board-level leadership, reporting, and private equity sponsor management

    • Value creation leadership from strategic ideation through institutional execution

  • Ideal For: Private equity-backed or institutional-scale platforms navigating an active transaction horizon, capital structure re-engineering, or a highly consequential corporate exit timeline.

Request a Private Briefing

HOW AN ENGAGEMENT BEGINS

Briefing & Discovery Call

1

A focused, confidential consultation to analyze your platform's operational layout, asset velocity, and immediate financial friction points.

Financial Diagnostic

2

We audit your active accounting mechanics, evaluate systemic risk vectors, and outline a tailored engagement scope mapping directly to your investor timelines.

Formalizing the Scope

3

Upon mutual alignment regarding hourly allocation, baseline deliverables, and monthly retainer structures, we execute a transparent advisory agreement.

Operational Integration

4

The engagement initiates without friction. We embed directly into your executive room, deploy immediate cash flow controls, and harden your financial systems.

READY TO CONNECT?

Schedule a conversation directly on our calendar.

Eliminate the corporate back-and-forth. Select a time directly on Sam’s calendar to discuss your platform's operational goals. All preliminary consultations are strictly confidential and complimentary.

schedule a conversation