CFO ADVISORY
CFO Advisory Services.
Built for GROWTH.
An accountant tells you what happened.
We engineer what happens next.
52+
Exits
17+
Years
186+
Businesses
HOW WE HELP
The right guidance for what comes next.
From day-to-day financial clarity to your next defining move, our work meets you where you are and helps you move forward with confidence.
01
Fractional CFO
A strategic financial partner for the decisions that shape your future.
02
Outsourced Accounting
More clarity, stronger margins, and a plan built for sustainable growth.
03
Exit Advisory
Prepare for a transition with intention, confidence, and lasting value.
04
M&A Advisory
Plan and execute a transaction that protects what you’ve built and maximizes what comes next.
From clean numbers to a clean exit.
THE FRICTION
You’ve built a strong business.
Now it’s time to improve efficiency, decision quality, and growth with the right financial leadership in place.
You're wearing every hat and spending your best hours on work that drains you instead of work that drives growth.
You’re making high-stakes choices with data that is incomplete, dated, or lacks context.
The business is earning and valued at less than it could be. The gap between reality and potential is growing.
OUR FOUNDERS
Meet Our Founders
Kit Mehta
CVA, PMP
Managing Partner - Elevatus Advisory
17+ years across M&A, transaction advisory, and CFO advisory.
52+ exits and 186+ businesses advised.
Educated at the University of Michigan, with prior experience at national accounting and consulting firms including Crowe, Protiviti, and Moss Adams.
Affiliate Partner at Bristol Group - a national M&A Advisory group.
Deep experience with home service and trade contractors and professional services.
Financial leadership for founder-led businesses ready to grow.
Josh Alexander
CPA
Managing Partner - Elevatus Advisory
16+ years across accounting, audit, and CFO advisory.
2x Forbes Best-in-State CPA.
Educated at Harding University, with prior experience at Turner, Stone & Company. Founding Partner at Alexander & Williams and J. Alexander Business Advisors.
Deep experience with non-profits, retail, professional services, and hospitality.
Helping owners get financial clarity so they can focus on what they love.
OUR SERVICES
Your Partner In Growth
Board-level financial command — without the full-time cost.
Most founders carry the financial leadership role by default — fielding questions from banks, trying to read reports built for CPAs, and making capital decisions without real visibility. A Fractional CFO changes that. We take the financial seat, run a monthly operating rhythm, and give you the forward-looking picture your business has been missing.
WHAT’S INCLUDED
Monthly CFO operating rhythm
Forward-looking cash & EBITDA forecasts
Bank & investor relationship support
KPI dashboard & decision support
Clean books. Reliable numbers. Every month, without thinking about it.
When the books are late, messy, or unclear, every decision slows down. We run the full accounting function for you — month-end close, reconciliations, payroll support, and clean financials delivered on a schedule you can plan around. No chasing. No gaps. Just numbers you can trust.
WHAT’S INCLUDED
Monthly close & reconciliations
Payroll processing & vendor management
Adjusted EBITDA & clean P&L reporting
Tax-ready books & audit support
Build a business worth a premium — and navigate the transaction with confidence.
A transaction only happens once. Most founders go into it unprepared — with messy books, unclear EBITDA adjustments, and no one in their corner who has done it before. We work with you from the moment you start thinking about a transaction: building value, preparing financials, and guiding you through the process so you don’t leave money on the table.
WHAT’S INCLUDED
Value building & exit-readiness planning
Quality of Earnings & deal-room prep
Buyer & investor representation
52+ completed transactions and counting
Grow profits. Reduce owner dependence. Build a business buyers value more highly.
A stronger exit begins well before a sale. We find the profit hiding in your P&L, improve margins and cash flow, and make the business more efficient and less dependent on you. Then we strengthen the systems, reporting, and growth story a buyer will diligence. The result: higher-quality earnings and a business positioned to command a stronger exit multiple — whether you sell soon or years from now.
WHAT’S INCLUDED
Profit, margin & cash-flow improvement
Operational efficiency & owner independence
Exit-readiness & buyer-grade reporting
Enterprise value & exit-multiple strategy
Proven Results.
Reliable CFO Advisory.
We consistently deliver strong outcomes through deep business experience and a client-focused approach.
$1.2B+
Aggregate Enterprise Value of Businesses We've Worked With
186+
Businesses Successfully Advised
52+
Exits Advised
17+
Years of Experience
INDUSTRIES
Industries we serve with financial leadership.
Elevatus is a fractional CFO and exit advisory firm for founders generating $2M–$50M in revenue.
Non-Profit
Professional Services
Trade Contractors
Coffee
Facility Services
Dental Practices
CLIENT WORDS
Clients We’ve Worked With
“
You did a phenomenal job from day 1. Your expertise, advice, follow up, and diplomatic approach made you a great resource and partner during this process.
President
“
“There is no way we could have done this without you. You made the whole process roll out wonderfully… always wanting what was best for us.”
Owners
Home Service Franchise Business
“
“Thanks for all your help! It was a pleasure to work with you.”
CFO & Owner
Pool and Landscaping Company
“
“Thank you for all your hard work.”
Owner
Tree Servicing Company
“
“We really feel like you were sent to us to help. A ‘God wink’ or whatever you want to call it. All I know is you have been an absolute blessing to work with.”
Owner
Facility Services Business
WHAT WE STAND FOR
The Principles We Practice
01
Integrity First
We will always be honest. We will only recommend what we truly believe is true and in your best interest. If an engagement isn’t creating more value than it costs, we’ll be the first to say so.
02
Radical Clarity
No jargon, no hedging, no fifty-page decks. Just the clearest view of what matters. You get the honest picture of your business and a plan you can act on .
03
Partnership Rooted In Respect
We honor what founders have built — their team, structure, culture, and accomplishments — while respecting their time and goals, and helping strengthen the business with clear, practical guidance.
04
Accountability To Results
We measure success by practical results: stronger cash flow, better margins, increased efficiency, smarter decisions, and increased enterprise value. Outcomes, not activity.
OUR VALUES
What That Looks Like
We will, always
Tell you the truth about your numbers, even when it stings
Put every recommendation in plain language you can act on
Track our impact against margins, growth, and enterprise value
Stay accountable month after month — not just at kickoff
We won’t, ever
Sell you services you don’t need to hit a revenue target
Hide behind spreadsheets when a hard conversation is due
Confuse being busy with moving your business forward
Intentionally be misleading or waste your time
A CLEARER PATH FORWARD
Questions, answered with clarity.
A thoughtful partnership starts with knowing what to expect. Here are a few of the questions we hear most often.