Our Services

Strategic Financial Leadership, Tailored to Your Chapter

Every business faces moments of inflection—periods when the right financial leadership can mean the difference between good and great.

Fractional CFO Services

For: Growing businesses that need strategic financial leadership without the full-time commitment

Executive-level CFO expertise on a flexible basis. We partner with you to optimize cash flow, enhance profitability, and build the financial infrastructure that supports sustainable growth.

Typical Engagement: Ongoing retainer, 2-4 days per month

Business Exit & Transition Consulting

For: Owners preparing for sale, succession, or significant transition

From valuation optimization to deal negotiation, we guide you through every phase of your exit journey. Our CM&AA certification and hands-on M&A experience ensure you're positioned to maximize value and achieve your transition goals.

Typical Engagement: Project-based, 6-24 months

Interim CEO Services

For: Addiction treatment and behavioral healthcare organizations requiring executive leadership

Drawing on 12 years of healthcare leadership—including six as CEO of Jaywalker Lodge—we provide steady, experienced executive guidance during periods of transition, growth, or organizational challenge.

Typical Engagement: 3-12 months

How We Work

We don't believe in cookie-cutter solutions or one-size-fits-all pricing. Every engagement begins with a discovery conversation to understand your specific situation, challenges, and objectives. From there, we design a partnership structure that delivers maximum value while respecting your budget and timeline.