How soon can we meet?
We can meet within seven days for an initial assessment. We
agree on the engagement start date as part of defining the
scope.
How does an engagement work?
We agree on the responsibilities and scope. Support can mean an
embedded executive, a complete accounting function, an extension
of your team or a defined financial project.
There is no minimum commitment. We shape the engagement around
the work you need.
Is this interim or permanent?
Executive support can bridge the transition to permanent
leadership. Accounting and CFO support can cover ongoing needs
or a specific task.
Our primary goal is to take ownership through the transition and
help transfer responsibilities to your full-time employees.
What kinds of companies do you work with?
Our experience includes founder-led businesses, private
equity-backed companies and nonprofit organizations. Industries
include professional services, education, SaaS, manufacturing,
construction and e-commerce.
How is the work priced?
Pricing is based on the scope of work required. There is no
minimum commitment.
Is our conversation confidential?
Yes. We treat all conversations, inquiries and client work as
confidential.
Do you provide executives outside finance?
Yes. Mark leads finance and operations; Eric leads growth,
strategy and technology transformation; Ravi leads strategy,
execution risk and commercial systems. We define the responsible
executive and scope for each engagement.
How fast can you start?
We can meet within seven days for an initial assessment and
respond to inquiries within one business day. We agree on the
engagement start date after reviewing the scope, priorities and
availability. For an urgent need, email Mark directly.
Do you work with lenders and PE sponsors?
Yes. Our finance work includes cash forecasting, financing
support, lender and board reporting, and transaction diligence.
Mark has led financial recovery and operations in private
equity-owned businesses.
Can you handle covenant reporting?
Yes. We can prepare supporting schedules, reconcile the
underlying financial information and coordinate reporting
requirements with your leadership team and lenders. The work is
defined around your financing agreements and reporting
deadlines.