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STRATEGY FIRST FINANCE · FRACTIONAL CFO ADVISORY

Turnaround

The Problem

Something isn't working, and it needs to get fixed now. You're losing money and you don't know exactly why, or how much time you have left to fix it. Cash is tight, and "tight" isn't a number you can act on.

The Outcome

You'll get a real picture of where the business actually stands (not a guess, not a hope) and a plan you can run with.

−5% → 15% net margin in under a year, after cutting to the profitable core.
10.6x ARR sale, within a year of the business losing money.

Different businesses, same result: the business doesn't just survive, it thrives.

Proof

Barton Publishing did $40M in revenue and was losing money. Every channel looked profitable on its own, but the business wasn't. We measured each part, cut what didn't make money, and went from −5% to 15% net margin. Today it's profitable, lean, and self-sustaining, and Joe spends more time with his grandkids than in the office. "You didn't just save my business," he told us. "You gave me my life back."

Joe Barton, Barton Publishing
  • As CFO of a $6M ARR SaaS company that was losing money, Jeremy took it to profitable and a sale at 10.6x ARR, within a year.
  • As VP Finance of a $50M ARR data company that was losing money, Jeremy helped rebuild it around a profitable $30M core, and it sold in nine months.
  • As Director of Finance for the business unit, Jeremy advised the turnaround of an acquired $100M factory that was losing money. It reached 10% margin at the same revenue in one year.

“The restructuring plan you built is incredible. You probably just saved them from bankruptcy.”

A banker familiar with the deal

The Strategy First System: Turnaround Track

Four phases, built to move at the speed the situation demands.

  • 1

    Triage → You get a clear, fast read on what's critical and what can wait.

  • 2

    Stabilize to Reinvest → You get room to breathe, with cash freed up to reinvest instead of just survive.

  • 3

    Create Quick Profit Wins → You get early, real wins that build momentum and buy trust.

  • 4

    New Profit Creation → You get lasting profit built into how the business runs, not a one-time fix.

If cash is at existential risk, we move fast. The first moves happen in days, and speed matters more than precision. If it's not, we move through all four with more precision, building lasting value at each step.
How We're Aligned

A base fee at near cost keeps us running. Most of our profit comes from a share of the EBITDA improvement that follows.

If the business doesn't get better, our upside disappears. We're in it with you.

Most fractional CFOs, consultants, and coaches get paid the same whether you recover or not. Ask them how they get paid. Then ask us.

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.

See exactly how our fee works →

Who this is for

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

Book the 30-minute Strategy Conversation →

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