Operating and finance leadership for companies that need experienced help on cash, operations, people, and negotiations without adding a full-time executive to the payroll.
Most engagements run between three and twelve months. The work is hands-on rather than advisory. That means sitting in operating meetings, reviewing the books with the controller, talking to vendors, and being in the room when the company decides what to do next.
Some clients use the day rate for short, defined projects such as a cash plan rebuild or a vendor renegotiation. Others move to a monthly retainer when the work is ongoing or when the role becomes a recurring seat at the leadership table.
We do not take work where the company is better served by a full-time hire. When the right answer is to recruit a permanent CFO or COO, we will say so and help define the role rather than extend our own engagement.
The areas below show up in most engagements. Scope is set per client based on what is actually needed.
Practical cash flow planning for owner-operators who need clear visibility on inflows, outflows, and the next twelve months. We build the plan, set the reporting cadence, and stay involved long enough to confirm the numbers actually match the bank statement.
Process work that fixes the parts of the business that quietly cost money. We map the current workflow, identify the steps that are slow, manual, or duplicative, and replace them with something the team can run without us in the room.
Org design for companies that have outgrown their reporting lines or need to reset after growth, attrition, or a change in direction. This includes role definition, manager selection, comp benchmarking, and the difficult conversations that come with structural change.
Direct support on vendor agreements, commercial leases, partnership terms, and acquisition discussions. We can prepare the position, sit at the table, or both. The goal is a better deal and a clean record of why each term ended up where it did.
Step-in coverage when a key role is vacant, transitioning, or being defined for the first time. We can run the function for a defined window while the company hires, or stay on as fractional support after the seat is filled.
Independent review of financial models, pricing changes, capital raises, and large purchase decisions. Useful when you want a second set of eyes before a number gets locked in.
Up to four working hours. Useful for focused reviews, working sessions, and short interventions.
A full working day on-site or remote. Used for working meetings, leadership team sessions, and active project days.
Multi-month retainers and ongoing fractional roles are priced separately based on time commitment, scope, and decision authority. We will quote the full structure in writing before any work begins, and travel is billed separately when on-site time is required.
Common questions about fractional COO, fractional CFO, and general business consulting engagements.
The work depends on the company. Common areas include cash management planning, operations improvement, personnel structuring and restructuring, negotiation support on vendor and partner agreements, and direct involvement in weekly operating decisions. We can act as the interim operating or finance lead, or work alongside an existing team.
A full day is $2,000. A half day is $1,000. Longer engagements are available at negotiated rates that reflect the scope, expected duration, and level of decision authority involved.
Yes. For multi-month or open-ended work we use a negotiated monthly retainer rather than the day rate. The structure depends on time commitment, on-site versus remote split, and whether the role includes signing authority.
Most engagements are with operating companies between $2M and $50M in revenue that need experienced operating or finance support without hiring a full-time executive. We have worked across real estate, services, light manufacturing, and technology businesses.
A short intake call covers the situation, current team, and the outcome you want. If the fit is right we send a written scope with the day or retainer structure, and the work usually begins within one to two weeks.
Send a short note about the situation and we will follow up to see if a fractional engagement is the right fit.