Project Engagements
Project-based CFO work, scoped and priced.
Fixed-scope engagements that pair with a retainer or run on their own. Every fee is set after a no-cost diagnostic call, and where a range is shown it moves with scope, company size, and data readiness.
01
Diagnostic & Systems
Structured assessments and systems oversight to identify gaps and modernize finance infrastructure.
Strategic Finance Pulse Check Featured
30 days · Cash, Margin, KPI diagnostic plus Findings Memo · 100% Mobilization Credit
$5K
ERP Selection & Implementation Oversight
NetSuite, Sage Intacct, or comparable
$20 to 40K
02
Build & Operate
The financial infrastructure required for scale, board reporting, and operational discipline.
13-Week Cash Flow Model
Rolling weekly forecast with refresh protocol
$7.5K
KPI & Reporting Dashboard Build
KPI architecture and dynamic dashboard in client tools
$10 to 15K
Annual Budget Build
Driver-based budget, monthly phasing, departmental P&Ls
$12 to 18K
Board Reporting Package Setup
Deck design, KPI architecture, narrative, first-quarter package
$12 to 20K
Financial Model Build or Refresh
Driver-based, scenario-ready, board-grade
$15 to 30K
03
Strategy & Pricing
The forward-looking strategic work that translates financial insight into value creation.
5-Year Proforma & Strategic Forecast
Opinionated forward view, scenario modeling, capital strategy
$20 to 35K
Pricing & Unit Economics Deep Dive
The same playbook used at Medicx, from break-even to 20%+ EBITDA
$20 to 35K
04
Capital Events & Transactions
Transaction-grade preparation, diligence, and execution support for liquidity events.
Capital Raise Support
Modeling, deck, lender or investor narrative
$25 to 50K
Quality of Earnings Preparation
Sell-side QoE prep, pre-diligence cleanup, adjustments memo
$25 to 50K
M&A Buy-Side Diligence Support
Add-on acquisitions, model validation, integration framework
$30 to 60K
Exit Readiness Sprint
12 weeks · Transaction-grade financials, equity story, data room
$50 to 75K
Next Step
Start with a fixed-fee read.
One direct conversation, then the Pulse Check. That is usually all it takes to know the right way to work together.