Advisory Services
Operators, not slide-deck consultants.
Everyone on this team has sat in the seat — CEO, COO, fractional CFO — and built, financed, and run real companies. We embed, do the work alongside you, and stay accountable for whether it moves the numbers.
How We Advise
Every engagement runs the same four-phase arc.
01
Diagnose
A deep-dive into operations, cash flow, and numbers — the same forensic look we take underwriting a loan. Real constraints, not obvious ones.
02
Design
A prioritized, plain-English plan: what to fix first, what it's worth, how we'll know it worked. No jargon, no filler.
03
Execute
We build the model, stand up the sales motion, clean the books, sit in the meetings. Hands on the work, not just advice about it.
04
Measure
Clear metrics agreed up front, tracked openly. If we tied our fee to an outcome, this is where it's proven.
Service Lines
Draw on one capability, or the whole bench.
| Capability | What it covers |
|---|---|
| Fractional CFO & financial leadership | Cash-flow management, forecasting, capital structure, and board- or investor-ready reporting. |
| Feasibility & deal advisory | Independent assessment of a growth move, acquisition, financing, or CRE development before you commit capital. |
| Operational advisory (fractional COO) | Org design, systems, process, and execution — turning a plan into repeatable operations. |
| Revenue & go-to-market | Sales-organization build-out, pipeline discipline, and marketing that drives measurable growth. |
| Tax & accounting foundation | Tax advisory and bookkeeping that give you clean, trustworthy numbers to run and finance the business on. |
| Transaction & financing readiness | Getting the business ready to raise, borrow, or sell — often the on-ramp to our credit platform. |
Engagement & Fees
Fee structures that flex to your situation.
Advisory shouldn't force a cash-strapped-but-promising business to pay like a flush one. We price along a spectrum — from cash-certain to outcome-aligned. The further you move toward the aligned end, the more our pay depends on your result.
| Structure | How it works | Profile |
|---|---|---|
| Monthly retainer | Fixed recurring fee for an ongoing fractional role or standing advisory relationship. | Cash-certain |
| Fixed-scope project fee | One-time fee for a defined deliverable — a feasibility study, financial model, or GTM plan. | Cash-certain |
| Paid diagnostic | Short, low-cost engagement to assess and scope before any larger commitment. | Low commitment |
| Hybrid: retainer + kicker | A reduced cash retainer plus a bonus tied to agreed outcomes. | Balanced |
| Deferred / success fee | Little or no cash now; the fee is earned on a defined trigger — a target hit, EBITDA lift, project delivered. | Outcome-aligned |
| Equity-like participation | Warrants, phantom equity, or a small stake in lieu of or alongside cash. | Fully aligned |
| Convertible advisory fee | Deferred fees that convert into equity at a later financing or valuation event. | Fully aligned |
Structures can be combined and can shift as an engagement matures. Success fees tied to operational outcomes are ordinary advisory arrangements; success fees contingent on a capital raise or securities transaction closing are structured with qualified counsel.
Choosing
Matching the structure to where you are.
| If this is you… | A sensible starting structure |
|---|---|
| You need a finance chief, steadily | Monthly retainer — fractional CFO |
| One big decision to get right (build, buy, or borrow?) | Paid diagnostic or fixed-scope feasibility project |
| A growth push you want us invested in | Hybrid retainer + performance kicker |
| Cash is tight, but the upside is real | Deferred / success fee or equity-like participation |
| Getting ready to raise, borrow, or sell | Project fee for readiness; success component structured with counsel |
| Turnaround or special situation | Hybrid or deferred fee tied to recovery milestones |
Getting Started