Fractional CFO + Strategic Financial Advisory
Clarity for consequential decisions.
Senior financial leadership and strategic advisory for privately held businesses navigating growth, performance, capital and transactions.
Protect capital.
Improve performance.
Move with confidence.
The Financial View
Know where you are.
See where you’re going.
Understand what happens next.
Addvance provides business owners and executives with a forward-looking financial view of the business, bringing together performance, liquidity, forecasting and strategic analysis to support better decisions.
Cash
Liquidity, working capital and capital requirements.
Performance
Margins, profitability and operating performance.
Forecast
Forward-looking financial and scenario planning.
Capital
Allocation, investment and financing decisions.
Decisions
Financial perspective on the choices that shape enterprise value.
When to Engage Addvance
When the decision matters, the numbers matter.
Transaction
Mergers, Acquisitions & Transactions
Evaluate acquisitions, divestitures and strategic transactions before capital is committed.
Transaction economics · diligence support · valuation analysis · financing implications · downside scenarios · integration planning
Transformation
Restructuring & Business Transformation
Financial leadership through changes in cost structure, operating model, capital strategy or strategic direction.
Restructuring · cost transformation · liquidity planning · operating-model change · financial reorganization
Growth
Growth, Capital & Strategic Planning
Understand growth’s financial impact before committing capital.
Capital allocation · expansion modeling · forecasting · new markets · major hiring · investment analysis
Performance
Performance & Executive Financial Advisory
Turn financial intelligence into better executive decisions.
Profitability · margin performance · cash conversion · KPI analysis · forecasting · executive reporting
The Addvance Model
One relationship.
The right expertise.
Addvance provides experienced fractional CFO leadership supported by specialized financial and strategic expertise that gives owners access to the capabilities the business requires without building unnecessary executive infrastructure.
CFO Leadership
Senior financial perspective integrated into the decisions that matter.
Financial Intelligence
Forecasting, liquidity, performance analysis, scenario modeling and executive reporting.
Specialized Expertise
Additional financial, transaction and strategic resources aligned with the needs of the engagement.
Sophisticated expertise. Applied when it matters.
Modern Financial Intelligence
Executive insight at modern speed.
Modern financial platforms, automation and analytical tools can dramatically reduce the time required to assemble and evaluate information. Addvance combines that speed with experienced financial judgment to help leadership move from information to action faster.
Compress the time between information and action.
Private Client Inquiry
Start a conversation.
Tell us briefly about your business and the decision, opportunity or challenge you are evaluating. We’ll determine whether Addvance is the right advisory fit.