HOW WE WORK TOGETHER
I offer three distinct engagement models based on where you are and what you need:
Whether you need a partner to your existing CFO or full fractional CFO services, I bring the commercial operations expertise and financial discipline that transforms scaling brands into acquisition-ready Businesses.
WHO I SERVE
Consumer brands where financial maturity no longer matches the scale and complexity of the business.
Focus Sectors: Food & Beverage | Health & Wellness | Personal Care | Household Products
IDEAL CLIENT PROFILE:
A brand where commercial complexity is outpacing financial clarity — and the founder needs more than reports. They need a partner who can read the model, anticipate risks, tighten cash and margin, and get ahead of problems before they become crises.
YOU'RE A FIT IF:
✓ Accounting infrastructure is solid, but strategic finance and FP&A are missing or immature
✓ Your CFO or controller came up through accounting and lacks operational finance expertise
✓ You're preparing for fundraising, exit, or need to professionalize for the next growth phase
✓ Board meetings expose gaps in forecasting, unit economics, or financial storytelling
✓ You recognize that financial infrastructure is now a bottleneck to growth or value creation
ENGAGEMENT MODELS
Three ways to Work Together
STRATEGIC OPERATING PARTNER
For growth-stage brands with a CFO in place.
Best For:
Your CFO owns the board relationship, capital strategy, and financial vision. I come in as the commercial and operational engine — getting into the weeds with your team to drive the value creation your CFO doesn't have the bandwidth to reach. Pricing architecture, promo strategy, operating rhythms, distribution economics, MBR/QBR frameworks. I'm the COO of Finance so your CFO can be the CEO of Finance.
This is typically how I engage with PE-backed portfolio companies.
FRACTIONAL CFO
For brands who've raised their first capital but don't yet have a finance leader.
Best For: You may have a controller handling the day-to-day, but nobody is doing the commercial lift your growth requires. I come in as your senior finance leader — managing working capital, building your pricing and promo strategy, setting planning infrastructure and SOPs so you don't get in over your head as you scale. The goal: financial confidence and rigor without stifling your momentum.
PROJECT-BASED ENGAGEMENTS
For brands at a specific inflection point.
Best For: Targeted, fixed-scope work when you need a defined outcome — not an ongoing commitment. Pricing architecture, distribution expansion planning, operating infrastructure builds, or a commercial and financial diagnostic.