A fractional CFO sits between the books and the strategic decision. We come in monthly or weekly — fully embedded in your team — for the work that needs a senior financial mind without the full-time salary.
Annual budget built collaboratively with leadership. Rolling forecasts updated quarterly. Scenario modeling for major decisions.
Monthly board packages, quarterly investor updates, KPI dashboards built for the audience that has to read them.
Loan covenant tracking, lender package preparation, refinancing analysis, and capital structure conversations led by your CFO.
Debt vs. equity decisions, fundraising prep, term-sheet review, and integration of capital decisions with tax planning.
Pricing strategy, contract review, vendor negotiation, M&A diligence — the financial work behind every major operational decision.
On-call for the unexpected — the audit, the customer dispute, the deal closing — at a level the operating team cannot handle alone.
Fractional CFO makes sense when the business has grown past the bookkeeper but cannot yet justify a full-time CFO hire — or wants a CPA in the role.
$2M to $30M revenue companies growing fast, raising capital, or preparing for a transaction.
VC, PE, or family-office backed businesses needing investor-ready financial leadership.
Founders preparing the business for sale within 2–5 years and needing financial discipline tightened ahead of diligence.
A complimentary 30-minute consultation. We review your situation and tell you honestly whether Milestone is the right firm.
