Fractional CFO, transaction advisory, acquisition support, and strategic finance leadership for founder-led businesses, acquisition entrepreneurs, investors, and growth companies — to fix financials, improve cash visibility, and prepare for lenders, audits, and exits.
Cleared SEC comments & supported S-4/A filings
On-time audits for historically delayed companies
Reduced external accounting costs $135K+ annually
Built lender-ready cash flow & working capital reporting
Structured acquisition models & SBA financing
We partner with a specific type of client — those who need senior financial expertise now, not in six months.
Owner-operators who want a senior financial partner to bring clarity to growth, cash, and profitability decisions.
Businesses that have outgrown their bookkeeper and need real financial leadership without a full-time hire.
Searchers and operators buying a business who need deal modeling, diligence, and SBA financing strategy.
Sponsors structuring deals who need institutional-grade financial analysis, modeling, and reporting.
PE firms and family offices needing portfolio-level oversight, reporting, and value-creation support.
Companies getting ready for a first audit, lender review, or sale that need bulletproof financials.
Direct access to experienced finance executives who have led transactions, supported public-company reporting, built finance functions, and guided companies through growth, acquisitions, and strategic change.
Former KPMG Deal Advisory Director and former CEO & CFO of a Nasdaq-listed SPAC. Experience spanning SEC reporting, M&A transactions, SBA acquisitions, public company readiness, and strategic finance leadership.
Senior finance executive with experience serving in CFO, Corporate Controller, and finance transformation leadership roles across growth companies, capital markets initiatives, M&A-related projects, and operational finance environments.
Experience supporting a range of founder-led, growth-stage, and investor-backed businesses.
Every engagement is scoped to your situation and led directly by senior leadership — experienced professionals, not layers of junior staff.
Real situations. Real outcomes. Specific, measurable results.
✓ On-time audit delivered · SEC comments cleared · S-4/A filing supported successfully
✓ $135,000+ in annual savings · Faster close · Clean, reliable financials
✓ Deal closed · SBA financing secured · Clean financial foundation post-close
✓ Improved financial visibility · Streamlined lender communications · Established a reporting framework capable of supporting future financing and growth
Practical perspectives on acquisitions, finance leadership, SEC reporting, and business growth.
Key financial reporting, working capital, and lender considerations that can affect transaction success.
Read More →Understanding when strategic finance leadership creates value and when a full-time CFO is unnecessary.
Read More →How reporting processes, controls, and financial visibility can support growth and future capital market opportunities.
Read More →A fractional CFO provides senior financial leadership on a part-time or project basis — owning cash flow, reporting, forecasting, and board and investor materials — without the cost of a full-time hire.
We typically work with companies between $2M and $50M in revenue, along with acquisition entrepreneurs, search funds, independent sponsors, and investors.
Every engagement is tailored to the client's needs, whether through a fractional engagement, a defined project, or transaction support. Engagements are led by experienced senior finance professionals with direct accountability from start to finish.
Yes. We support LOI-stage modeling, deal structuring, quality of earnings, working capital analysis, SBA financing strategy, and diligence through close.
Yes. We build lender- and investor-ready reporting, cash flow and working capital models, and board packages that withstand scrutiny.
Yes, as a specialized capability — SEC reporting readiness, technical accounting, audit readiness, and S-4 and registration statement support.
Let's talk. A direct 30-minute conversation about your situation — no pitch, no agenda.
info@epik-advisory.com · New York, NY