CFO Advisory Services — Strategic Financial Guidance, Built Around Your Business

• Strategic planning and growth modeling — three-to-five-year plans, hiring scenarios and funding needs tied to real business drivers.
• Deal and capital support — acquisitions, disposals, refinancing and lender negotiations.
• Board and governance design — board pack structure, KPI definitions, approval limits and a risk register the directors review.
• Cross-border structuring — holding entities, intercompany pricing and currency hedging, coordinated with your local accountants.
• Technology-driven finance review — we assess your systems and dashboards, recommend the stack and define the metrics; your team runs it.
• Sponsor-backed portfolio support — 100-day plans, value-creation tracking, covenant monitoring and exit readiness.
• Independent second opinion — a review of a budget or business case by someone with no stake in the outcome.

You keep control of execution; we supply the analysis and judgment behind it:

• Decision memos — options, numbers, risks and a clear recommendation for each major choice.
• A driver-based model you own, so your team can update it without us.
• Board-ready reporting — a one-page KPI view with variance commentary.
• Cash flow visibility before big commitments — what a new location, hire or acquisition does to liquidity over 18 months.
• Margin and pricing findings — underpriced products, unprofitable customers and outdated supplier terms, the source of most of our clients’ $43K average savings.

Advisor or full finance function? Book a free call for an honest answer.

Car dealerships. Floor plan financing, manufacturer incentives and the margin split between new, used, parts and service decide results. We help dealer groups evaluate new rooftops and catch aging inventory early.

Restaurants. Prime cost, menu engineering and unit economics per location determine whether a second site pays off. We model lease terms, build-out budgets and break-even covers before you sign.

Vacation rental operators. Revenue per available night, occupancy by season, owner payouts and property financing interact. We build portfolio forecasts that expose seasonal cash troughs and test whether the next acquisition pays back.

Private equity portfolio companies. Sponsors expect monthly packs, EBITDA bridges and covenant headroom on time. We help management deliver them.

Nonprofits. Restricted funds and a volunteer finance committee make these organizations different. For grant and fund work, see our nonprofit finance practice.

• Growth has outpaced planning, and nobody can say what the next location or hire does to cash.
• An acquisition, sale, refinancing or new country is on the table.
• Your board, lender or investors ask questions that take weeks to answer.
• Cash peaks in one season and runs thin in the next, and the gap surprises you.
• Your accountant handles compliance well but does not advise on strategy.
• The owner makes every financial decision alone, with no one to challenge assumptions.

If two apply, a professional sounding board will likely pay for itself.

The work runs in three phases:

1. Discovery call — free; we learn your model and the decision you face.
2. Diagnostic and plan — over one to two weeks we review your financials and controls, then return with priorities, deliverables and a fee estimate.
3. Ongoing guidance — monthly or quarterly strategy sessions, board preparation and ad hoc access in between.

Fractional engagements start from about €1,500 a month at transparent hourly rates, without hidden fees. For context, US senior part-time finance executives bill 150–450 an hour, while a full-time hire costs 300,000–500,000+ a year all-in. There are no long-term contracts, and you can pause between phases.