15+ years across public company reporting, SEC filings, M&A transactions, SBA financing, and operational finance — delivered directly, with no agency layer between you and the work.
A boutique advisory firm led by two senior finance executives who provide direct access to senior expertise without the bureaucracy of a large consulting organization.
I started Epik Advisory because growing companies kept asking me for the same thing: senior financial leadership without a long-term commitment, and without the agency layers that dilute it.
As a CPA and former KPMG Deal Advisory Director, I've worked across public company SEC reporting, M&A transactions, SBA-financed acquisitions, and operational CFO work — including serving as CEO & CFO of a Nasdaq-listed SPAC. I've cleared SEC comment letters, delivered on-time audits for historically delayed companies, structured deals through close, and rebuilt back-offices that were costing clients hundreds of thousands a year more than they should.
The thread through all of it: getting the financial picture right, then making it useful for decisions. That's what I do.
Every engagement at Epik Advisory receives direct involvement from its leadership team. Clients benefit from senior-level participation throughout the engagement, with specialized resources brought in when appropriate to support execution while maintaining a single point of accountability.
Isaac Freites is a 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. He has helped organizations strengthen reporting processes, improve financial visibility, support transaction readiness, and build scalable finance functions capable of supporting growth.
At Epik Advisory, Isaac works closely with clients to improve financial infrastructure, strengthen close and reporting processes, enhance forecasting and cash visibility, and support lender, investor, and transaction-related initiatives. His experience spans both strategic finance leadership and operational execution, helping organizations translate financial information into practical decision-making tools.
Epik Advisory operates as a boutique advisory practice focused on delivering experienced financial leadership without the bureaucracy of a large consulting firm. Clients work directly with senior professionals who understand the realities of operating businesses, completing transactions, preparing for audits, and supporting growth initiatives.
Unlike traditional firms that often delegate significant portions of engagements to junior teams, Epik Advisory maintains direct senior involvement throughout each engagement while leveraging additional expertise when specialized support is needed.
Engagements are led directly by senior leadership — not handed down to junior consultants billing hours behind the scenes. You get a single point of accountability from start to finish.
Every engagement is scoped to your situation. No unclear retainers and no generic CFO frameworks — the work is shaped by what your business actually needs to accomplish.
Good fractional work eventually makes itself unnecessary. We document, automate, and train so your team can run the systems we build — with specialized support brought in when needed.
Capital Markets · Transactions · Liquidity Execution
30 minutes. No pitch deck. Just a direct conversation about whether we're a fit.
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