CFO Advisory
Helping Owners Grow Company Value & Prepare for Exit
Our Focus
We partner with business owners to align finance, strategy, and leadership — so every decision moves you closer to your long-term goals, whether that’s scaling, succession, or sale.​
​​​​You get a CFO-level partner who helps you:
-
Clarify your company’s value drivers and financial health
-
Build disciplined forecasting and performance systems
-
Strengthen profitability, cash flow, and operational efficiency
-
Prepare for due diligence and buyer expectations long before an exit
-
Develop the leadership and owner readiness needed to confidently grow value or navigate your next chapter
Testimonials
Time and again, Michelle demonstrated her ability to work with cross-functional teams and communicate effectively with various stakeholders.
I especially appreciated Michelle's ability to offer her experienced perspective and analysis in a communication style that aided in my decision making and the overall financial health of the organization.
Colleen Duran
Executive Director
Michelle's attention to detail and ability to clearly articulate financial terms to a non-finance person, such as myself, has been extremely valuable. I have learned a lot from Michelle and really appreciate all that she has done, and continues to do, for our boutique organization. I would highly recommend her for any small-to-midsize businesses that may need fractional CFO or Controller support!
Michael Piccalo
Cyber Security Professional
Michelle is sharp, strategic, and really gets what it takes to grow a business. Her credentials and experience are second to none and she is skilled at making sense of the numbers to help with your strategic financial planning needs.
Tashia Burton
Business Owner
