Finance & Strategy Services

Navigate What’s Next with Confidence

Finance & Strategy is your outsourced CFO, strategic partner, and growth coach—all in one. Designed for entrepreneurs, founders, and CEOs who want high-level financial insight without the full-time cost of a CFO, this service provides clarity, direction, and traction.

📊 Virtual CFO Services
Monthly executive reporting, cash flow forecasts, KPI dashboards, and investor-ready financials.

⚖️ Mergers & Acquisitions Advisory
Support on deal structure, financial modeling, and post-transaction integration.

📅 Succession & Exit Strategy
Build a roadmap for ownership transition, family succession, or future sale.

🚀 Strategic Business Planning
Annual financial planning, forecasting, and decision support to align operations with goals.

🧑‍💼 Leadership Alignment & Goal Setting
We work with your leadership team to clarify roles, budgets, OKRs, and strategic priorities.

Finance & Strategy is perfect for:

• Startups & scaling companies
• Family businesses in transition
• Firms preparing for growth or acquisition

Included in:

• EDGE Tier Packages
• Custom VCFO Retainers

Ready to step into the future of finance?
📎 Book your consultation.