Executive-Level Partnership: Full CFO Consulting

Who it's for

Businesses with complex financial needs requiring an on-call, integrated executive-level financial partner. The owner doesn't need a part-time consultant. They need a CFO on the team without the cost or commitment of a full-time hire.

Fully Embedded Team Member

realCFO integrates with your team to tackle advanced CFO responsibilities and intricate financial challenges, such as:

• ERP (Enterprise Resource Planning) Implementations. Vendor selection, requirements, project oversight, and the finance work that has to happen around the rollout.
• Capital Raises. Investor financials, data room, narrative, diligence Q&A.
• Debt Acquisition. Bank packages, lender selection, covenants, and ongoing reporting.
• Mergers, Acquisitions, and Divestitures. Diligence, modeling, integration planning, and the financial work on either side of the deal.

Includes everything in ACE and Consulting

The foundation work (ACE) and the ongoing strategic work (Consulting) are both included. Partnership is the full stack.

How the engagement works

Partnership clients get realCFO as part of the leadership team. In the standing meetings, on the email threads, in the board prep and the lender calls. The cadence is whatever the business needs. The output is finance leadership that scales with the company.