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STRATEGY FIRST FINANCE · FRACTIONAL CFO ADVISORY Growth The Problem

You didn't build this business to become a finance person — and for a while, instinct was enough.

But growth means one bet after another: a new hire, a new product, another channel, more capacity — without ever really knowing if the last one paid off.

Without executive finance, cash isn't fueling growth. It's limiting it.

The Outcome

You'll know exactly where the business is making money and where it isn't — so when it's time to hire, invest, take a distribution, or push harder on growth, you're not guessing.

200 hires in six weeks — financial infrastructure that kept pace with hiring instead of falling behind it.
7x revenue in four years — growth accelerated by cash clarity, not slowed by cash confusion.

Different companies, different speed — same result: growth accelerated by cash, not limited by it.

Proof

When COVID hit, Redox was growing fast — and everything stopped making sense. Jeremy rebuilt the company's budget sixteen times in six weeks, giving leadership the ability to adapt in real time instead of guessing. Revenue grew from $5M to $35M in the years that followed.

  • An AI HealthTech firm built complete financial infrastructure during a hiring sprint that took the team from 7 to 250 employees, supporting a $20M Series A.
  • A software company transformed a $2M-revenue business on a shrinking license model into a $24M SaaS-and-services business at 18% margin, adding customers throughout.
  • A multi-state healthcare business got the first reliable financial visibility it had ever had, and expansion decisions are now data-driven instead of guesswork.

“He's transformed our reporting systems, bringing clarity and structure to what had once felt like a black box. He brings strategic vision that helps us align our financial planning with long-term goals, while staying grounded in day-to-day realities.”

— Sarah Burrows, Co-Founder, Modern Sprout

The Strategy First System

Five phases: Aspiration → Discovery → Foundation → Profit Architecture → Business Cadence.

  • 1

    Aspiration → You get a defined outcome to build toward.

  • 2

    Discovery → You see exactly what's missing, and what's in the way.

  • 3

    Foundation → You get numbers you can trust and run the business on.

  • 4

    Profit Architecture → You know what bets to make, anchored on your real economics.

  • 5

    Business Cadence → You get ongoing clarity, with regular course corrections.

Phases 1–3 are complete in the first 30 days: you get a defined outcome, a list of what's missing, and a current-state financial package — gaps flagged with placeholders to build out as we go.
How We're Aligned

We charge a base fee to cover our costs, and tie our profit to your growth.

A traditional advisor gets paid the same whether your business improves or not. We only make more when your EBITDA grows. Every fractional CFO, consultant, or coach we've compared this to gets paid the same either way. Ask them, then ask us how we're different.

Founders and advisors keep reacting the same way — one executive coach, who's worked with entrepreneurs for almost 20 years, told us he'd never seen a fee structure like this.

Who this is for

Founder-owned, founder-operated businesses at a Growth inflection point. Not PE-backed.

Book the 30-minute Diagnostic Call →

Engagements start at $5,000/month, month-to-month — no long-term contract.

If you're not getting value, we part ways as friends.

Not ready to talk yet? Take the free 25‑question Diagnostic →
8 minutes, personalized report