Strategic Financial Partnership
For founder-led companies generating $750K–$5M annually who are ready to move from reactive growth to operational control.
Designed for companies preparing for their next stage of capital, scale, or structural expansion.
This is not advisory.
This is installation.
What This Engagement Is
A 90-day financial architecture installation designed to:
• Quantify revenue leakage
• Restructure profit models
• Install forecasting clarity
• Reduce founder dependency
• Create executive-level financial visibility
By the end of 90 days, you operate with:
• Real-time profit clarity
• Cash position visibility
• A 12-month forward revenue model
• Decision dashboards that reduce friction
• 5–10 hours per week reclaimed
Control becomes operational.
What This Engagement Is Not
• Not bookkeeping
• Not tax prep
• Not reactive advisory
• Not more meetings
• Not outsourced accounting
• Not temporary CFO coverage
It is structural integration.
Engagement Structure
Month 1: Diagnostic & Revenue Leak Audit
Month 2: Profit Architecture & Forecast Model
Month 3: Dashboard Installation & Decision Cadence
Following installation, select partners continue into ongoing strategic oversight.
Investment
Engagements begin at $8,000 per month.
Limited to four active partnerships at a time.