Private Consulting
Hands-on financial leadership for owner-operators who are ready to scale — without the chaos.
Who it's for
Revenue is up. So is the anxiety. Your books tell you what already happened — you need someone who can tell you what to do next.
Private Consulting is for $1M–$25M owner-operators in services, trades, healthcare, and multi-location businesses. The ones who built it themselves, hit a ceiling, and now feel the wheels starting to wobble.
You don't need another report. You need a partner who turns your numbers into decisions.
What you get
13-week rolling cash forecast you can actually read. No more Sunday-night surprises about Monday's payroll.
Unit, service-line, and customer-level margin analysis so you stop subsidizing the work that's quietly losing money.
Know exactly when the next hire pays for itself — and when it doesn't. Build the team without breaking the cash position.
New location, new offer, new market? Stress-test the bet before you sign the lease.
Pay yourself like a CEO without starving the business. Salary, distributions, and retained earnings, in plain English.
Monthly KPI packs your leadership team (and your banker) can actually act on.
The Engagement
A two-week deep dive into your books, systems, and operating rhythm. We surface the leaks, the levers, and the lies the P&L is telling you.
A 90-day financial operating plan with the 3–5 decisions that move the most weight. Quantified, sequenced, owned.
Ongoing fractional CFO support — weekly cadence, monthly reviews, quarterly strategy. I work alongside you, not above you.
Investment
Monthly Cadence
$3K–$5K/mo
Monthly close review, KPI dashboard, and quarterly strategic check-in. For stable operations with clean books.
Weekly Cadence
$5K–$8K/mo
Cash forecasting, margin analysis, hiring models, scenario planning. Our most common engagement size.
Embedded
$8K–$12K/mo
Multiple touchpoints weekly. Board-level reporting, capital raise or M&A support, complex operating models.
Every engagement is scoped to your business before any commitment — and carries a 10% net profit margin improvement target within six months.
Apply
Private Consulting is selective. Book a 30-minute discovery call to walk through where you are, where you're trying to go, and whether this engagement is the right next move.