Big Decisions Deserve a CFO in the Room
Whether you're raising capital, evaluating an acquisition, or planning an exit — you need financial expertise that goes beyond what your accountant can offer.
“Strategic financial guidance for your most consequential decisions.”
What's Included
What CFO Advisory Covers
Capital raise preparation: financial model, investor deck financials, data room
M&A financial due diligence — buy side or sell side
Exit planning: EBITDA quality, clean-up, valuation positioning
Debt financing support: SBA, revolving credit, term loans
Board-level financial reporting and audit committee support
Pricing strategy and unit economics analysis
Ideal For
Is This Right for You?
Business owners evaluating a sale, acquisition, or capital raise
Companies approaching a lender or investor for the first time
CEOs who need a trusted financial voice for a specific high-stakes decision
Questions
Common Questions
How is CFO Advisory different from Fractional CFO?
Fractional CFO is ongoing — Brett is embedded in your operations month to month. CFO Advisory is project-scoped — you bring a specific decision or transaction, and Brett provides the financial leadership to execute it well.
What does a capital raise engagement look like?
Typically: financial model build, projection audit, investor-ready narrative around the numbers, data room organization, and live support through investor Q&A. Scope and duration depend on raise size and complexity.
Low Pressure · No Sales Pitch
Ready to Get Started with CFO Advisory?
Book a free 20-minute discovery call. No commitment, no pitch.