Strategic Finance.
Built to Scale.
We provide end-to-end financial leadership for growing companies navigating complexity — whether you're raising capital, executing a transaction, or building a finance function that can support scale.
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What We Do
Our model combines Fractional CFO leadership with deep execution across Controller, FP&A, and back-office operations — giving you a fully integrated finance team without the full-time overhead.
Who We Work With
- High-growth startups and scale-ups
- Founder-led businesses preparing for capital or exit
- Companies navigating complexity without a full in-house finance team
Why Us
- Transaction-ready mindset – We operate with diligence, discipline, and investor expectations in mind
- Integrated team model – Strategy + execution, seamlessly aligned
- Scalable support – Engage what you need, when you need it
- Proven deal experience – We've sat on both sides of the table
Core Services
Non-Dilutive Capital Strategy
We help you access capital without giving up equity.
- Identification and sourcing of non-dilutive funding opportunities
- Structuring and positioning for lenders and grant providers
- Application support and financial modeling
- Ongoing compliance and reporting requirements
Outcome: Extended runway, optimized capital structure, and minimized dilution.
Debt Stack Advisory & Support
We design and support the right debt strategy for your business.
- Debt capacity analysis and structuring
- Lender introductions and negotiation support
- Covenant review and risk assessment
- Integration into broader capital strategy
Outcome: A well-structured, sustainable debt stack aligned with growth.
Government Grants & Incentives
We unlock funding available through government programs.
- Grant identification and eligibility assessment
- Application strategy and financial narrative development
- Coordination with technical and regulatory stakeholders
- Audit-ready documentation and reporting
Outcome: Access to capital that supports innovation, hiring, and expansion.
Financial Due Diligence
We prepare you for scrutiny — or lead it on your behalf.
- Data room preparation and quality control
- Financial normalization and adjustments
- Risk identification and mitigation
- Support through investor and buyer Q&A
Outcome: A clean, credible financial story that builds investor confidence.
Quality of Earnings (QoE) Analysis
We go beyond the numbers to validate sustainable performance.
- Revenue quality and sustainability analysis
- EBITDA normalization and adjustments
- Working capital and cash flow assessment
- Identification of red flags and deal considerations
Outcome: Clear visibility into true earnings power — critical for valuation and negotiations.
M&A Strategic Support
From pre-deal strategy to post-close execution.
- Buy-side and sell-side advisory
- Financial modeling and valuation support
- Deal structuring and negotiation insights
- Integration planning and execution
Outcome: Better decisions, smoother transactions, and maximized deal value.
Full-Service Finance Function
Led by a CPA-Designated Team
Fractional CFO
Strategic leadership and decision support
- Capital strategy and investor relations
- Board and stakeholder reporting
- Scenario planning and growth strategy
- KPI development and performance management
Controller
Financial integrity and control
- Financial reporting and close process
- Internal controls and compliance
- Audit readiness and coordination
- Policy development and implementation
FP&A
Forward-looking insights that drive decisions
- Budgeting and forecasting
- Cash flow modeling and runway analysis
- Scenario and sensitivity analysis
- Operational performance tracking
Back Office
Reliable execution at the foundation
- Bookkeeping and transaction processing
- AP/AR and payroll coordination
- Systems implementation and optimization
- Data integrity and reporting support
Frequently Asked Questions
A fractional CFO provides the same strategic financial leadership as a full-time CFO, but on a part-time or project basis. This includes capital strategy, investor relations, board reporting, financial modeling, and transaction support. It's ideal for growing companies that need senior-level finance expertise without the full-time cost.
We work across industries with a focus on technology, SaaS, professional services, and high-growth companies. Our sweet spot is businesses in the $2M–$50M revenue range, though we also support earlier-stage companies preparing for significant capital events.
We offer flexible engagement models — from ongoing monthly retainers for fractional CFO and finance function support, to project-based engagements for transactions, due diligence, or capital raises. Every engagement starts with a discovery call to scope the right level of support for your needs.
We are based in Canada and serve clients across the country. We also work with international companies expanding into the Canadian market, including navigating regulatory requirements, grants, and local financial reporting standards.
Depending on the scope, we can typically begin within 1–2 weeks of signing an engagement letter. For urgent transaction support or time-sensitive capital raises, we can often mobilize even faster. Reach out and we'll discuss your timeline.
Let's Talk Business
Ready to elevate your finance function? Whether you need a fractional CFO, transaction support, or a complete finance team, we're here to help.