Fractional CFO work, quality of earnings, and acquisition diligence for lower-middle-market companies, their owners, and their sponsors. Delivered by an operator who runs finance inside a private equity-backed manufacturer today.
Start a conversation See servicesEngagements are scoped to the decision in front of you: closing a deal, satisfying a lender, or getting reliable monthly numbers into the hands of the people running the business.
For companies that need senior finance without a full-time hire
A recurring monthly engagement that brings the close, reporting, and cash management up to the standard an owner or board should expect.
For searchers, independent sponsors, and acquirers
A clear view of what a target actually earns and what it takes to run, built from the general ledger up rather than the seller's summary.
For sponsor-backed companies and their deal teams
The reporting rhythm private equity owners and lenders expect, set up so the management team can sustain it.
For first-time buyers and search funds
Practical help screening, modeling, and structuring a deal, from someone who has sat on the operating side after close.
Fixed scopes where possible, monthly retainers where the work is ongoing. No surprises on the invoice.
A 30-minute conversation about the business, the decision you are facing, and the timeline.
A short proposal with deliverables, data needed, timing, and a fixed or monthly fee.
Work product built in your systems, with documentation so your team can keep it running.
Managing Partner, Fractional CFO
Jordan leads finance and accounting as VP of Finance at a private equity-backed domestic manufacturer, where he owns the close, lender reporting, board materials, and the systems behind them.
He came to finance by way of operations and engineering, so the numbers he builds are tied to how product actually moves through a building. That background is the point of the practice: finance work that an operator, a lender, and a buyer can all rely on.
Share a little about the business and what you are working toward. Replies within one business day.