What I offer
Fractional CFO Services
Most founders don’t have anyone deeply looking at the numbers. We act as your finance partner, helping you set smart budgets, compensation plans, and growth targets. You stay focused on running the business, while we keep the financial strategy clear and sustainable.
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Exit Strategy & Sales Prep
Preparing to sell takes more than just cleaning up the books. We help you cleanup financials, refine compensation structures, track key metrics, and build the financial story buyers expect. The result: a business that’s operationally tight and financially transparent.
Financial Foundations
We build your financial dashboard and reporting systems so you finally have clean, reliable data. We fix messy books, organize metrics, and set up models that show where you stand today and where you’re headed.
Financial Review / Assessment
We perform a detailed assessment of your business across profit potential, growth readiness, cash management, infrastructure, and exit preparedness. You’ll see exactly where money is leaking and the steps to increase value.
Acquisition Support
Buying a business is a high-stakes financial decision. You’re putting money line and making an irreversible move. We make sure you’re buying a healthy business (proof of cash, quality of earnings) and that you and your lenders/investors fully understand the financial dynamics.
Experiences
Check out all our testimonials
We've worked with 40+ businesses building their financial foundations and scaling their revenue and profits by 5x+. Check out what our clients have to say on our website.
Equity Research Analyst at Credit Suisse
Worked in the Equity Research department at Credit Suisse in London - covering Real Estate, Luxury Goods and Steel & Mining.
Investment Portfolio Analyst & CBRE Investment Management
Worked on the Indirect Strategies team, specialised in Residential, Life Science, Healthcare, Office and Diversified funds.
