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2k+ professionals are already ahead of you.

2k+ professionals are already ahead of you.

See if you

qualify

Build A Valuable, Scalable Business

For CEOs of $3M–$100M+ companies ready to scale revenue, profit, and valuation.

1,260-point financial audit system

1,260-point financial audit system

Growth CFOs who’ve scaled companies from $3M to $200M+

Growth CFOs who’ve scaled companies from $3M to $200M+

ROI or your money back (100% guarantee)

ROI or your money back (100% guarantee)

Our Insights Are Featured In

Testimonials

What 7-, 8-, and 9-Figure CEOs Say About Growth CFO

Our Engagement Tiers

Real options, Real Results

Guaranteed to Deliver ROI, Tailored To Your Stage

Foundation Tier

$3M-$10M

$25K+ Guarantee ROI if accepted

See if you

qualify

5-Week Sprint

1,260-point ROI discovery audit

Dedicated Growth CFO + Ops/Systems + Analyst team

Cleanup of books & reporting gaps

Build 13-week cash forecast

Weekly huddles

Margin visibility by product/service

Limited access to core features.

Hiring & tech roadmap (what to add/cut)

Vendor/contract cost review

Pricing model review & adjustments

Quick wins → unlock first five-figure ROI

Growth Tier

$10M–$25M

$100K+ ROI Guarantee if accepted

See if you

qualify

5-Week Sprint

Real-time dashboards: cash, margin, valuation KPIs

90-day strategic plan with department targets

Rolling forecasts + scenario planning

Project/job-level profitability tracking

Bench planning; founder → fractional transition

Upgrade ERP/finance tools if needed

Weekly flash reports + decision cadence

Partner/CEO financial coaching for clarity

Department leads financial coaching for clarity and alignment.

Scale Tier

$25M–$100M+

$100K+ ROI Guarantee if accepted

See if you

qualify

5 week sprint + Strategic Scale

M&A target mapping + valuation roadmap

Quality of earnings (QoE)-style prep

Due diligence–ready data room

Certificate of completion

Limited access to core features.

Partner comp + succession modeling

Customer concentration + risk analysis

Working capital optimization (DSO/DIO/DPO)

Exit readiness playbook → EBITDA lift + multiple expansion

Strategic investor/board-level reporting packs

Foundation Tier

$3M-$10M

$25K+ Guarantee ROI if accepted

See if you

qualify

5-Week Sprint

1,260-point ROI discovery audit

Dedicated Growth CFO + Ops/Systems + Analyst team

Cleanup of books & reporting gaps

Build 13-week cash forecast

Weekly huddles

Margin visibility by product/service

Limited access to core features.

Hiring & tech roadmap (what to add/cut)

Vendor/contract cost review

Pricing model review & adjustments

Quick wins → unlock first five-figure ROI

Growth Tier

$10M–$25M

$100K+ ROI Guarantee if accepted

See if you

qualify

5-Week Sprint

Real-time dashboards: cash, margin, valuation KPIs

90-day strategic plan with department targets

Rolling forecasts + scenario planning

Project/job-level profitability tracking

Bench planning; founder → fractional transition

Upgrade ERP/finance tools if needed

Weekly flash reports + decision cadence

Partner/CEO financial coaching for clarity

Department leads financial coaching for clarity and alignment.

Scale Tier

$25M–$100M+

$100K+ ROI Guarantee if accepted

See if you

qualify

5 week sprint + Strategic Scale

M&A target mapping + valuation roadmap

Quality of earnings (QoE)-style prep

Due diligence–ready data room

Certificate of completion

Limited access to core features.

Partner comp + succession modeling

Customer concentration + risk analysis

Working capital optimization (DSO/DIO/DPO)

Exit readiness playbook → EBITDA lift + multiple expansion

Strategic investor/board-level reporting packs

Foundation Tier

$3M-$10M

$25K+ Guarantee ROI if accepted

See if you

qualify

5-Week Sprint

1,260-point ROI discovery audit

Dedicated Growth CFO + Ops/Systems + Analyst team

Cleanup of books & reporting gaps

Build 13-week cash forecast

Weekly huddles

Margin visibility by product/service

Limited access to core features.

Hiring & tech roadmap (what to add/cut)

Vendor/contract cost review

Pricing model review & adjustments

Quick wins → unlock first five-figure ROI

Growth Tier

$10M–$25M

$100K+ ROI Guarantee if accepted

See if you

qualify

5-Week Sprint

Real-time dashboards: cash, margin, valuation KPIs

90-day strategic plan with department targets

Rolling forecasts + scenario planning

Project/job-level profitability tracking

Bench planning; founder → fractional transition

Upgrade ERP/finance tools if needed

Weekly flash reports + decision cadence

Partner/CEO financial coaching for clarity

Department leads financial coaching for clarity and alignment.

Scale Tier

$25M–$100M+

$100K+ ROI Guarantee if accepted

See if you

qualify

5 week sprint + Strategic Scale

M&A target mapping + valuation roadmap

Quality of earnings (QoE)-style prep

Due diligence–ready data room

Certificate of completion

Limited access to core features.

Partner comp + succession modeling

Customer concentration + risk analysis

Working capital optimization (DSO/DIO/DPO)

Exit readiness playbook → EBITDA lift + multiple expansion

Strategic investor/board-level reporting packs

Problem Recognition

Do Any of These Sound Familiar?

Cash Flow Crunch

Are month-end balances a mystery until it’s too late? Many $5M–$25M CEOs discover rapid growth actually worsens cash stress. Our audit exposes leaks and installs a 13-week forecast so you can scale without panic.

Cash Flow Crunch

Are month-end balances a mystery until it’s too late? Many $5M–$25M CEOs discover rapid growth actually worsens cash stress. Our audit exposes leaks and installs a 13-week forecast so you can scale without panic.

Cash Flow Crunch

Are month-end balances a mystery until it’s too late? Many $5M–$25M CEOs discover rapid growth actually worsens cash stress. Our audit exposes leaks and installs a 13-week forecast so you can scale without panic.

Eroding Margins

Top-line growth often hides weak pricing or unprofitable work. We’ll reveal which clients/projects are dragging margins and reset your pricing and reporting to put profit back on track.

Eroding Margins

Top-line growth often hides weak pricing or unprofitable work. We’ll reveal which clients/projects are dragging margins and reset your pricing and reporting to put profit back on track.

Eroding Margins

Top-line growth often hides weak pricing or unprofitable work. We’ll reveal which clients/projects are dragging margins and reset your pricing and reporting to put profit back on track.

Valuation Fog

Do you actually know what your business is worth today?

Most CEOs rely on gut math or outdated multiples. Buyers don’t. They want clean books, forecasts, and predictable cash. This blind spot is so common, Kirk McLaren wrote the Forbes-published book The Growth CFO Void about it

Valuation Fog

Do you actually know what your business is worth today?

Most CEOs rely on gut math or outdated multiples. Buyers don’t. They want clean books, forecasts, and predictable cash. This blind spot is so common, Kirk McLaren wrote the Forbes-published book The Growth CFO Void about it

Valuation Fog

Do you actually know what your business is worth today?

Most CEOs rely on gut math or outdated multiples. Buyers don’t. They want clean books, forecasts, and predictable cash. This blind spot is so common, Kirk McLaren wrote the Forbes-published book The Growth CFO Void about it

The CFO Dilemma

Hiring a CFO is costly — and 70% of first hires fail within 18 months. We offer a smarter path: coach your current team, or run a 5-Week Sprint before making a high-stakes hire.

The CFO Dilemma

Hiring a CFO is costly — and 70% of first hires fail within 18 months. We offer a smarter path: coach your current team, or run a 5-Week Sprint before making a high-stakes hire.

The CFO Dilemma

Hiring a CFO is costly — and 70% of first hires fail within 18 months. We offer a smarter path: coach your current team, or run a 5-Week Sprint before making a high-stakes hire.

Scaling Strains

Are the systems that worked at $5M now breaking at $25M?

Spreadsheets buckle. Reporting lags. Month-end takes weeks. We rebuild finance systems so you scale smoothly, with dashboards and controls that keep pace with growth.

Scaling Strains

Are the systems that worked at $5M now breaking at $25M?

Spreadsheets buckle. Reporting lags. Month-end takes weeks. We rebuild finance systems so you scale smoothly, with dashboards and controls that keep pace with growth.

Scaling Strains

Are the systems that worked at $5M now breaking at $25M?

Spreadsheets buckle. Reporting lags. Month-end takes weeks. We rebuild finance systems so you scale smoothly, with dashboards and controls that keep pace with growth.

Our Publication

Our Publication

Our Publication

The Growth CFO Void: The Guide To What's Holding You Back From Becoming A 2% CEO

Kirk W McLaren

Most CEOs rely on gut math or outdated multiples. Buyers don’t. They want clean books, forecasts, and predictable cash. This blind spot is so common, Kirk McLaren wrote the Forbes-published book The Growth CFO Void about it.

Meet Our Team

We Evolve the Finance Function for Growth-Stage Companies

Team

Team

Team

MEET YOUR STRATEGIC FINANCE TEAM

You don’t need another spreadsheet. You need visibility, structure, and a system that works without you constantly checking in. So we give you a small team that delivers big results.

  • man wearing gray blazer

    Growth CFO

  • a man in a suit and glasses posing for a picture

    Operations & Systems Pro

  • a woman sitting in a chair with her arms crossed

    Accountant/Analyst

Overview Point Icon

Growth CFO

Uncovers ROI, builds the financial roadmap, and coaches you to lead your team with confidence and clarity

Overview Point Icon

Growth CFO

Uncovers ROI, builds the financial roadmap, and coaches you to lead your team with confidence and clarity

Overview Point Icon

Growth CFO

Uncovers ROI, builds the financial roadmap, and coaches you to lead your team with confidence and clarity

Overview Point Icon

Operations & Systems Pro

Installs dashboards, reporting infrastructure, and workflows that keep your team aligned and accountable.

Overview Point Icon

Operations & Systems Pro

Installs dashboards, reporting infrastructure, and workflows that keep your team aligned and accountable.

Overview Point Icon

Operations & Systems Pro

Installs dashboards, reporting infrastructure, and workflows that keep your team aligned and accountable.

Overview Point Icon

Accountant/Analyst

Surfaces margin leaks, cost-to-serve insights, and cash opportunities. • P&L by project • CAC, LTV, and margin drivers • Scenario planning

Overview Point Icon

Accountant/Analyst

Surfaces margin leaks, cost-to-serve insights, and cash opportunities. • P&L by project • CAC, LTV, and margin drivers • Scenario planning

Overview Point Icon

Accountant/Analyst

Surfaces margin leaks, cost-to-serve insights, and cash opportunities. • P&L by project • CAC, LTV, and margin drivers • Scenario planning

How We Think

How We Think

How We Think

Built for Busy CEOs — A Light Lift
That Gets Results

You’re already running a business. You don’t need another project. That’s why our 5-Week Sprint is designed to be light lift, high impact.

View only Access

We connect securely to your accounting and banking systems with view-only access. No extra uploads. No spreadsheets. No disruption to your team’s work.

View only Access

We connect securely to your accounting and banking systems with view-only access. No extra uploads. No spreadsheets. No disruption to your team’s work.

View only Access

We connect securely to your accounting and banking systems with view-only access. No extra uploads. No spreadsheets. No disruption to your team’s work.

Weekly Huddles (30 Minutes Max)

One short weekly huddle keeps you informed while we handle the heavy lifting. You stay focused on growth — we handle the numbers.

Weekly Huddles (30 Minutes Max)

One short weekly huddle keeps you informed while we handle the heavy lifting. You stay focused on growth — we handle the numbers.

Weekly Huddles (30 Minutes Max)

One short weekly huddle keeps you informed while we handle the heavy lifting. You stay focused on growth — we handle the numbers.

3-Person Growth CFO Team

Your Growth CFO, Systems Pro, and Analyst do the work behind the scenes. You get dashboards, decisions, and measurable ROI — without the extra lift.

3-Person Growth CFO Team

Your Growth CFO, Systems Pro, and Analyst do the work behind the scenes. You get dashboards, decisions, and measurable ROI — without the extra lift.

3-Person Growth CFO Team

Your Growth CFO, Systems Pro, and Analyst do the work behind the scenes. You get dashboards, decisions, and measurable ROI — without the extra lift.

Quote Icon
"I thought it would be a lot of work. It turned out to be the easiest process we’ve ever implemented — and it found $600K in profit we were missing."

CEO, $22M Professional Services Firm

MEMBERSHIP QUALIFICATION

Invitation-Only. Guaranteed Results From Day One.

Process

Process

Process

step1

Apply & Qualify

Every partnership starts with a short application + discovery call. We only work with a handful of founder-led firms each quarter.

- 001

step1

Apply & Qualify

Every partnership starts with a short application + discovery call. We only work with a handful of founder-led firms each quarter.

- 001

step1

Apply & Qualify

Every partnership starts with a short application + discovery call. We only work with a handful of founder-led firms each quarter.

- 001

step2

The 5-Week Sprint

If you qualify, you begin with a Sprint that guarantees measurable ROI: - $3M–$10M companies → Guaranteed $25K ROI in 5 weeks or you don’t pay - $10M+ companies → Guaranteed $100K ROI in 5 weeks or you don’t pay

- 002

step2

The 5-Week Sprint

If you qualify, you begin with a Sprint that guarantees measurable ROI: - $3M–$10M companies → Guaranteed $25K ROI in 5 weeks or you don’t pay - $10M+ companies → Guaranteed $100K ROI in 5 weeks or you don’t pay

- 002

step2

The 5-Week Sprint

If you qualify, you begin with a Sprint that guarantees measurable ROI: - $3M–$10M companies → Guaranteed $25K ROI in 5 weeks or you don’t pay - $10M+ companies → Guaranteed $100K ROI in 5 weeks or you don’t pay

- 002

step3

Implement the 1st 90-Day Sprint

If the Sprint proves fit, we expand into the partnership stage your business needs: - Foundation Tier ($3M–$10M) → Systems, hiring, and tech roadmap - Growth Tier ($10M–$25M) → Evolve your finance function into a profit and decision engine — with dashboards, reporting rhythm, and guaranteed ROI - Scale Tier ($25M–$100M) → Strategic scale, exit readiness, and M&A mapping

- 003

step3

Implement the 1st 90-Day Sprint

If the Sprint proves fit, we expand into the partnership stage your business needs: - Foundation Tier ($3M–$10M) → Systems, hiring, and tech roadmap - Growth Tier ($10M–$25M) → Evolve your finance function into a profit and decision engine — with dashboards, reporting rhythm, and guaranteed ROI - Scale Tier ($25M–$100M) → Strategic scale, exit readiness, and M&A mapping

- 003

step3

Implement the 1st 90-Day Sprint

If the Sprint proves fit, we expand into the partnership stage your business needs: - Foundation Tier ($3M–$10M) → Systems, hiring, and tech roadmap - Growth Tier ($10M–$25M) → Evolve your finance function into a profit and decision engine — with dashboards, reporting rhythm, and guaranteed ROI - Scale Tier ($25M–$100M) → Strategic scale, exit readiness, and M&A mapping

- 003