CFO Advisory
A CFO in yourcorner.Without the hire.
enior financial leadership — investor meetings, board packs, capital allocation decisions, and M&A support — delivered as part of your BOaaS engagement. No full-time hire required.
Included in
Executive
$9.4M
Acquisition closed post-OPS diligence support
34%
IRR on capital redirected following OPS cash flow analysis
6 wks
To rebuild a data room for a stalled funding round
100%
Of OPS-supported raises closed at original valuation
The Real Problem
You don't need a $250K CFO. You need a $250K CFO two days a month.
Most growing businesses need senior financial judgment — for a board meeting, a fundraise, an acquisition conversation, or a capital allocation decision. What they don't need is a full-time executive with a salary, bonus, and equity expectation.
The fractional CFO model exists precisely for this inflection point. OPS delivers it as part of the Executive BOaaS tier: not a contractor you manage, but a senior finance voice embedded in your business.
What's Included
Six core deliverables
Board & Investor Reporting
01
Board packs prepared, financial narratives written, and metrics presented in the format investors and directors expect. We attend board meetings, answer the hard questions, and follow up on action items.
Cash Flow Forecasting
02
13-week rolling cash flow model, annual operating forecasts, and scenario modelling for growth decisions. You always know where cash is going — and when it might get tight.
Fundraising Financial Support
03
Financial model build, data room preparation, investor Q&A support, and due diligence management for equity raises. We make sure the numbers hold up under the scrutiny of a serious investor.
M&A Diligence Participation
04
Financial due diligence on acquisition targets, quality of earnings review, and deal structure input. We've seen what happens when buyers skip proper diligence — and we prevent it.
Capital Allocation Advisory
05
Where should excess cash go? When does it make sense to take on debt? Which product line is actually worth investing in? These are CFO questions. We answer them with data, not instinct.
KPI Design & Dashboards
06
The right metrics, defined correctly, tracked consistently. Financial KPIs that connect to operational reality — not just GAAP outputs — so leadership can make faster, better decisions.
How It Works
From assessment to running
01
Business Understanding
Before we speak in board meetings, we understand the business. Revenue model, cost structure, capital needs, and strategic priorities — documented and stress-tested.
02
Financial Model Build
We build or rebuild the core financial model: integrated P&L, balance sheet, cash flow, and the operational drivers that connect them. This becomes the single version of the truth.
03
First Board Engagement
First board pack delivered. We attend the meeting, present the financials, and establish the reporting cadence and format that serves your board going forward.
04
Ongoing Advisory Cadence
Monthly or quarterly rhythm depending on your needs — board prep, investor updates, operational review meetings. Accessible between scheduled touchpoints for time-sensitive decisions.
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OPS CFO Advisory Practice
"We had three term sheets in the room and the lead investor asked a question about unit economics that none of us could answer clearly. OPS answered it in real time. The round closed two weeks later."
Ready to hand it off?
CFO Advisory that actually works.
Start with a free back-office assessment. We review your current setup, identify what's missing, and recommend the right BOaaS tier — with no pressure and no commitment required.
