OUR SERVICES
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
Find the profit levers hiding in your P&L — and execute the plan to pull them.
Growth without profitability isn’t growth — it’s risk. We dig into your margins, pricing, customer mix, and cost structure to identify where you’re leaving money behind, then build a growth plan that compounds. You don’t need to hire more people. You need a sharper strategy — and someone who stays accountable to executing it with you.
WHAT’S INCLUDED
Full P&L diagnostic & margin analysis
Pricing strategy & customer profitability
Growth roadmap & execution accountability
Enterprise value building into every move
ONE FLAT MONTHLY FEE
We deliberately built Elevatus as a single integrated engagement. No packages, no tiers, no hourly meters. You get every service, one partner team, and a 10-month roadmap — for one predictable monthly cost.
$4,500
per month · cancel anytime
THE ROADMAP
Every engagement follows the same proven sequence — from clean numbers to a business built to command a premium.
Discovery
The Right Fit Conversation
An honest assessment of where the business stands, what the goals are, and whether this is the right partnership.
Month 01
Financial Foundation
We get inside the books, build your reporting infrastructure, and set the baseline — adjusted EBITDA, dashboard, cash flow model.
Month 02
Deep Diagnostic & Growth Plan
Full diagnostic across margins, pricing, customer profitability, and owner dependency. We surface the priorities and build a plan you can execute.
Month 03–06
Execute Across All Four Services
We work the plan — profit levers, accounting cadence, value-building, and growth initiatives — delivering measurable impact month by month.
Month 10
The Capstone & What Comes Next
Full review of value created, updated business valuation, exit-readiness scorecard, and a 12-month compounding plan to unlock the next level.