Fractional CFO Retainers — Ongoing, embedded financial leadership for companies that need a CFO-level mind in the room without a full-time hire. I serve as your CFO in every meaningful sense: present for the decisions that matter, reachable between calls, and accountable to outcomes — not just deliverables.

Capital, Grant & Investor Support — For companies actively pursuing financing, whether that's a bank line, SBA loan, USDA program, or a formal equity raise. I help you build a fundable financial story and navigate the process from readiness through closing.

Project-Based Engagements — Defined-scope work with clear deliverables: financial model builds, operational finance overhauls, business valuations, sale readiness, and strategic business plans. These work well as standalone engagements or as a natural entry point before an ongoing relationship.

If you're not sure which fits where you are, that's what the initial conversation is for.

Start with a conversation. There's no pitch, no proposal before we talk, and no obligation.

I want to understand where your business is, what you're trying to accomplish, and whether this is the right fit — for both of us. If it is, we'll define a scope that matches your stage and move from there. If it isn't, I'll tell you honestly and point you in a better direction.

Fill out the contact form and I'll follow up directly — no intake team, no scheduling software runaround.

Most financial advisors are trained to read a business from the outside — through ratios, reports, and benchmarks. I was trained to run one.

I started in the restaurant industry, eventually serving as CFO of a national chain with nearly $300 million in revenue, 100 locations, and 7,000 employees. From there I moved into agricultural finance, serving as CFO for regional and multinational cooperatives operating across agriculture, energy, and financial services — ultimately spanning 65 countries. In 2017 I left to build this practice.

That career arc isn't a credential — it's a perspective. I understand food service margins, ag cash cycles, co-op structures, manufacturing cost drivers, and grant compliance because I've lived them. You will not spend the first three months of our engagement educating me on how your industry works.

I also work with a deliberately small client portfolio. That's not a limitation — it's a commitment. Every client gets real access, genuine attention, and a CFO who is actually thinking about their business.

The best place to start is the contact page. Fill out the form and I'll respond directly — you'll hear from me, not a team member or a scheduling assistant.

If you'd prefer to come prepared, it's helpful to know a little about your business, your revenue stage, and what you're trying to solve. But none of that is required. A short note is enough to get a conversation started.

My work is scoped to fit the engagement — there's no one-size pricing structure because no two situations are the same.

Fractional CFO retainers are structured as ongoing monthly engagements, tiered by the level of access, depth, and strategic involvement your company needs. Project-based work is priced on a fixed or capped-fee basis with clear deliverables and timelines. Capital and grant advisory is scoped based on complexity and what you're pursuing.

What I can tell you is that the investment is meaningful — and designed to be. The clients who get the most value from this work are companies that are serious about what comes next and ready to treat financial leadership as a strategic priority, not a back-office function.

The right place to start is a conversation. Once I understand your stage, your goals, and what you need, I can tell you quickly whether the fit makes sense and what an engagement would look like.

Direct. Honest. Operator-first.

You will not get polished decks that dress up bad news, or consensus-building language that softens what needs to be said. If the numbers are hard, I will tell you. If the plan doesn't pencil, you will hear it from me before the market tells you.

I work with a small number of clients at any given time — intentionally. That means you have real access. You are not buying a report or a monthly call. You are buying a thought partner who is actually thinking about your business between conversations.

I work best with owners and operators who want the truth, are willing to act on it, and understand that real financial leadership is a two-way relationship. I'm selective about who I work with — not because of ego, but because that selectivity is part of how I protect the quality of every engagement.

If that's the kind of CFO relationship you're looking for, I'd like to talk.