Services
SERVICES
Start With Diagnostic.
Build From There.
Each service has its own entry point, but they compound. Most clients start with a diagnostic and find the scope of the problem is larger — and more solvable — than they expected.
01
Diagnostic & Advisory
THE ENTRY POINT
We run a structured diagnostic of your finance function across eight signal areas — data capture, subledger integrity, chart of accounts, technology stack, controls, and reporting — and deliver a clear-eyed assessment of where the gaps are, what they cost, and what it will take to close them. No recommendations left on slides. Everything actionable.
WHO THIS IS FOR
PE sponsors evaluating a portfolio company’s finance readiness. CFOs and CAOs who know something isn’t right but haven’t been able to name it precisely. Finance leaders preparing for a capital event, acquisition, or audit.
02
Finance Transformation & M&A Integration
THE CORE MANDATE
We lead the operational work that advisory firms hands off: Day 1 readiness, post-close integration across revenue, payroll, AP/AR, and general ledger, finance function design, and technology implementation across systems such as Workday, Kyriba, Addepar, Vena, Workiva, and connected platforms. We run or help the workstreams.
WHO THIS IS FOR
PE-backed wealth management platforms mid-acquisition or scaling through rollup. Finance functions that have outgrown their infrastructure. Firms running multiple integrations simultaneously and need an operator in the chair, not a consultant on a call.
03
AI Enabled Finance Operations
THE NEXT LAYER
We design, validate, and deploy AI and agentic workflow solutions directly inside finance operations — revenue billing automation, cash posting, reconciliation, document-to-decision workflows, and operational controls. Every build is validated in production with real users before it scales. We don’t implement AI as a separate initiative. We embed it where it changes the numbers.
WHO THIS IS FOR
Finance teams that have a roadmap but not a working prototype. Organizations where the foundation is in place and the next constraint is throughput, not strategy. PE sponsors looking to build a differentiated AI-enabled operating model across portfolio companies.
OUR APPROACH
One Starting Point. Three Options To Continue.
Every engagement starts with a free diagnostic — no cost, no obligation, no boilerplate findings. What we discover there determines exactly what comes next. You're never committed to proceeding before you validate or discover what the problem is and you consider all the options.
1 DAY
Free Diagnostic
Surface the real constraint — not the symptoms. No cost, no obligation.
3 DAYS
Deep Dive
Risk map, gap assessment, and deployment readiness across your finance stack.
3 WEEKS
Sprint Execution
Fix the highest-priority constraint. Visible progress in weeks, not months.
3 MONTHS
Embedded Execution
Ongoing embedded operations — M&A integration, finance transformation, or tech buildout.
Case Studies
