Finance partner for founders. Designed for a successful exit. Book Intro Call
Priced by the work.
Aligned with you.
Every tier below is a flat fee.
Zero success fees or closing commissions
No long-term lock-in (month-to-month flexibility)
Move up or down tiers freely as deal needs change
50+
Transactions Closed
$650M+
Total Deal Value
Trusted by 500+ companies worldwide
Salesforce
Microsoft
Oracle
ServiceNow
Our Fee Philosophy
Traditional advisors take a cut of your exit. We work differently.
No Percentage of Sale
We never take a cut on closing, so our recommendations remain unconflicted.
Predictable Flat Rates
You always know your exact monthly investment—from Starter review to full-scale M&A.
Cancel Anytime
30 days' notice, with automatic exit clauses upon deal closing.
Scale
Best for founders actively sourcing an acquisition, integrating one, or running a live sale process.
$12,000
/month, scoped to the transaction
What's included:
Everything in Accelerate
Buy-side sourcing, underwriting, and diligence on acquisition targets
Financing arranged for bolt-on acquisitions, so it’s not funded entirely in cash
Post-acquisition integration — where most bolt-ons actually fail
Sell-side deal support and PE diligence readiness for a live sale process
Deal-tempo availability, embedded through the process
Starter
Best for founders who want an unconflicted read on their finances but aren’t yet close to a sale or acquisition.
/month
$650
What's included:
Monthly review of your existing financials — surfacing what’s missing, not just reconciling
One-hour strategy call each month on financials, priorities, and open items
A standing sounding board for unsolicited PE and broker interest
A running list of the blind spots a buyer’s diligence team would flag first
Accelerate
Best for founders who need a real finance function built for a sale or acquisition in the next 1–2 years.
$4,500–$9,500
/month, by size
What's included:
Everything in Basic
Full finance function: bookkeeping, controller oversight, and CFO-level reporting
Cash-to-accrual conversion, budgeting, and forecasting
KPI dashboards built the way a buyer’s diligence team actually reads them
Weekly strategy call, plus on-demand access between calls
Full HR, payroll, vendor, and customer management
Priced by the work, aligned with you.
Every tier is a flat fee.
What's included, tier by tier.
Feature
Starter
Accelerate
Scale
Monthly financial review
Strategy call cadence
Monthly
Weekly
Deal-tempo
Full finance function (bookkeeping, controller, CFO reporting)
Budgeting & forecasting
HR, payroll, vendor management
Buy-side sourcing & diligence
Acquisition financing arranged
Post-acquisition integration
Live sale-process support
Fee changes based on deal outcome?
No
No
No
Bolt-on Acquisitions: One of the fastest ways to scale.
A small jump in revenue or EBITDA can move you into a completely different pool of PE buyers — and purchase multiples tend to increase with scale. Integrate a smaller business into yours, and you've effectively bought your way into that next tier. PE funds do this constantly inside their own portfolios. There's no reason a founder can't capture that same value first.
Sourcing & diligence
Working with you to find the target, underwriting the numbers, and structuring the deal.
Financing
Arranging capital so you're not funding the acquisition entirely in cash.
Integration
Actually integrating the businesses post-close — where most bolt-ons fail, and where operator experience is the differentiator.
Are you a broker, or do you take a commission on my sale?
No. We're never paid based on whether or how a deal closes. That's a structural choice, not a marketing line.
I'm not ready to sell yet — is this still for me?
Yes. Most of our work happens well before a sale.
Starter is built specifically for founders who aren't close to a transaction but want an unconflicted read on where they stand.
How is this different from a fractional CFO?
A fractional CFO reports on your numbers. We do the same work, but with a buyer's eye — because we've sat on the private equity side and know what they're actually looking for. And we go further: helping founders with add-on acquisitions.
What if I already have an accountant or bookkeeper?
Up to you. We can work alongside them, take over for them — we've done that many times — or sit on top as extra strategic support, handling what they can't: add-on acquisitions and preparing the business for a PE buyer.