Switch Business ConsultingServices
Financial leadership, built in layers
Start with the operating foundation. Add the strategic layer when you are ready to plan further out, and the transaction layer when something big is coming. Most clients begin with one and grow into two.
Core Financial Operations
The day-to-day financial backbone: monthly reporting you trust, a KPI dashboard, budget-vs-actual discipline, a rolling 13-week cash forecast and DSCR tracking.
What’s included →
Strategic Planning
The quarterly and annual layer: a rolling 18-month forecast, a real annual planning process, and a long-term plan your leadership team actually works from.
What’s included →
Capital Raise & Sale Readiness
Assessment and plan before you face outside scrutiny — historical results, the story of the business, and an internal valuation model with worst, base and best case.
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Capital Project Evaluation
A repeatable approval process for major spend: lease-versus-purchase analysis, a capital approval model, and tracking from proposal through results against approval.
What’s included →
Fit by company size
Is your business the right size for this?
We work best with companies between $1M and $10M in revenue. Here is an honest read on where Core Financial Operations lands at each stage.
| Annual revenue | Fit | What it usually looks like |
|---|---|---|
| Under $1M | 10% | Too early. A strong bookkeeper and a simple cash forecast will serve you better, and we will say so. |
| $1M – $3M | 55% | Real need, tighter budget. Usually starts as a scoped diagnostic and a cash forecast build rather than the full package. |
| $3M – $6M | 85% | Strong fit. Enough complexity to need CFO-level discipline, not enough scale to justify hiring one. |
| $6M – $10M | 95% | Our core. Multiple drivers, real debt or capital decisions, and a finance function that has been outgrown. |
| Over $10M | 80% | Still a strong fit, though at some point the right answer becomes a full-time hire — and we will help you make it. |
These are starting points, not rules. Complexity matters more than revenue — a $2M company with three entities and a bank covenant needs more than a $7M company with one product and no debt.
Expansion modules
Layer these on when the need is real
We introduce a module when something specific surfaces — never as a package upgrade for its own sake.
Vision Blockers Integration
Best fit signal
Owner-level blockers surfaced during onboarding or quarterly reviews
Vision Blockers Assessment delivered during onboarding, with quarterly follow-through tying financial blockers back to the framework.
Capital Decision Support
Best fit signal
Major spend or financing decisions made without CFO input today
Direct involvement in financing, major spend and capital allocation decisions as they arise — not reviewed only after the fact. Moves the engagement into full strategic CFO territory.
Priority Access Upgrade
Best fit signal
Time-sensitive decisions need faster turnaround than the standard cadence
Response window reduced to one business day, plus a second monthly touchpoint beyond the standard strategy call.
Multi-Entity Consolidation
Best fit signal
Multiple business units or locations under one ownership structure
Consolidated reporting and KPI tracking across entities, with eliminations handled properly rather than by hand. Scope scales with entity count.
Transaction Readiness Sprint
Best fit signal
Financing raise, investor process or sale expected in 12–24 months
Exit Readiness Scorecard and diligence preparation, deal-ready financial packages built to what a lender's or investor's finance team scrutinizes first, and direct support through the process. A defined three to six month engagement layered on top of the ongoing work.
How we engage
Three ways to start
| Engagement | Best for | Shape |
|---|---|---|
| Diagnostic | You want a read on the business before committing to anything ongoing | One-time, 2–3 weeks, fixed fee |
| Ongoing retainer | Core Financial Operations, with or without the strategic layer | Quarterly, with a two-quarter minimum so the baseline has time to form |
| Defined project | A raise, a sale, a capital program, a planning cycle | Fixed scope and fee, defined end date |
We quote after the first call, once we have seen enough to be accurate. Anyone giving you a number before looking at your numbers is selling a package, not advice.
Financial Readiness Assessment
Find out where you stand in five minutes
Answer ten questions about your finances. You’ll get a scored readiness summary on the spot — and if we can help, a link to book a call.