Investor- and board-ready 3-statement models, built from scratch. See your runway, test big decisions before you make them, and walk into any raise with numbers that hold up.
Engagements from $3,900 — fixed fee, agreed in writing before any work starts.
You're raising capital, and investors will want projections that survive diligence — not a hockey stick in a pitch deck.
You're weighing a big commitment — a key hire, a second location, new equipment — and need to see what it does to cash before you sign.
You can't say with confidence how many months of runway you have — or what happens to it if revenue slips.
Your bank or board asked for a forecast, and the spreadsheet you have wasn't built to answer questions.
Transparent from the first call to the handover — you see the model take shape, and you own it when it's done.
A free conversation about the decision you're facing, the deadline, who the numbers have to convince — investor, bank, board, or you — and what data exists today. You'll know the scope and the fee before any work starts.
I pull your financials, payroll, and operating data, and find the handful of drivers that actually move your business — volume, pricing, labor hours, conversion. The model gets built on those, not on "grow 10% a year."
A 3-statement engine — P&L, balance sheet, cash flow — constructed from your source data up. Check-ins along the way so you see it take shape. Every formula is traceable; there are no black boxes.
Sensitivities on the assumptions that matter most, a downside case, and break-even points. Then a working session where you push back on anything — the model should survive your skepticism before it faces anyone else's.
Full documentation and a live walkthrough. The file is yours — keep me on to update it as the business moves, or run it yourself from day one.
Fixed fees, agreed in writing before any work starts — no hourly meters, no surprise invoices. For context: a fractional CFO typically runs $3,000–8,000 a month and a full-time financial analyst $85,000+ a year. This work is priced at the floor of the specialist market — senior-grade deliverables, right-sized fees, and every build is yours to keep.
Founding rates are honored for the life of the engagement and are limited to my first five clients. Complex scopes (multiple entities, unusual data) are quoted on the call — always fixed before work begins.
A model doesn't earn money by existing. It earns money at the moments you use it.
Investors discount numbers they can't trace. A model that survives diligence protects your valuation and your terms — every question answered with a traceable line is negotiating leverage you keep.
Financing arranged early happens on your terms; financing arranged in a crunch happens on someone else's. A live runway view turns a surprise into planning time.
A bad hire or a premature expansion tested in a model costs an afternoon. Made in real life, it costs months of payroll and the price of unwinding it. The scenario switchboard is the cheapest insurance you'll ever buy.
"A model doesn't make the decision for you. It makes the decision visible — with every assumption on the table where you can challenge it."
No. It's built from scratch, from your data and your drivers. Templates are the reason owners stop trusting their own numbers — the structure never quite fits the business.
No model predicts the future, and you should be suspicious of anyone who says theirs does. What it gives you is a defensible range built on documented, sensitivity-tested assumptions — and a clear view of what has to be true for the plan to work.
Cleaner is faster, but organizing the source data is part of the build. The model works alongside your bookkeeper and CPA — it doesn't replace them.
Every engagement on this page is scoped, built, and delivered personally — no hand-offs. The same rigor behind the regional-EMS build goes into yours.
The first conversation is free — bring what you're facing, and you'll know exactly what the build involves, what it costs, and how long it takes.
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