Monthly Retainer
Fractional CFO™
Senior CFO leadership and strategic finance support without a full-time executive appointment.
Executive problem: Growing organization needs CFO-level judgment without a full-time hire.What is reviewed: Financial strategy, planning, reporting, funding and performance.Typical outputs: Ongoing CFO leadership, board-ready reporting, funding support.
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Diagnostic / Periodic Retainer
CFO360™
A structured executive review of finance strategy, organization, processes, systems, people, reporting and performance.
Executive problem: Leadership needs an independent read on finance-function health.What is reviewed: Strategy, org design, process, systems, people, reporting, performance.Typical outputs: Diagnostic report, prioritized roadmap, executive briefing.
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Retainer or Assignment
Board Decision Review™
Independent strategic and financial challenge of a high-impact decision before Board approval.
Executive problem: A major decision needs independent challenge before it reaches the Board.What is reviewed: Strategic rationale, assumptions, financial model, risk, execution readiness.Typical outputs: Review memo, Board paper comments, presentation to the Board.
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Assignment
Real Estate Decision Review
Independent review of development/investment assumptions, economics, risks, funding and decision readiness.
Executive problem: A development or acquisition decision needs independent stress-testing.What is reviewed: Technical, legal, capital, financial and market assumptions.Typical outputs: Review memo, scenario analysis, decision-readiness assessment.
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Assignment
Finance Transformation Blueprint
Target finance operating model and prioritized transformation roadmap.
Executive problem: Finance function needs to modernize but lacks a clear roadmap.What is reviewed: Operating model, systems, capability, process, org design.Typical outputs: Target operating model, phased roadmap, business case.
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Assignment
Capital Optimization Review
Review of liquidity, debt capacity, capital structure, funding options and capital allocation implications.
Executive problem: Leadership needs clarity on funding capacity and capital allocation.What is reviewed: Liquidity, debt capacity, capital structure, funding options.Typical outputs: Capital structure review, funding options memo, allocation recommendations.
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