Scale Partner
Fractional C-Suite leadership (CEO · CFO · CMO · COO), investor and board preparation, capital readiness, and the senior executive judgment required to scale with confidence — embedded in your leadership team.
Who This Is For
Scale Partner is designed for companies preparing to scale, raise capital, or navigate complex operating decisions — and need a senior financial leader embedded in the business, not just a reporting function.
Starting at $5,500/mo depending on scope, entity complexity, and the level of C-Suite engagement required.
Common Client Problems
The company is preparing to raise capital and needs an investor-ready financial model and data room.
Board or lender reporting is inconsistent — there is no structured financial package.
Multi-entity complexity has outgrown the current accounting and reporting infrastructure.
Important operating and financing decisions require senior financial judgment, not just data.
Growth is accelerating but there is no financial leadership embedded in the leadership team.
What Is Included
All financial and operating services from the Operations & Strategy engagement — monthly close, reporting, dashboards, forecasting, budget vs. actuals, and strategic planning — are included as the foundation.
Dedicated fractional C-Suite hours (CEO · CFO · CMO · COO) embedded in leadership — participating in key decisions, advising on structure, capital strategy, growth, and operating choices, and providing the senior executive judgment the company needs.
Board-ready financial packages, investor updates, and the structured reporting that supports governance conversations, financing discussions, and external stakeholders.
A rigorous, founder-usable three-year financial model that reflects the company's actual structure, growth assumptions, and operating drivers — built for planning, scenario analysis, and capital conversations.
Preparing the company for conversations with investors and lenders — financial models, data rooms, reporting standards, narrative clarity, and the operating infrastructure lenders and investors expect.
Consolidated reporting, intercompany management, and financial oversight across multiple entities or operating units — including holding company structures and complex ownership arrangements.
Detailed headcount modeling that ties hiring decisions to financial capacity, revenue projections, and operating targets — giving leadership a clear picture of when and what to hire.
Senior financial judgment embedded in the decisions that shape the company's long-term trajectory — M&A exploration, partnership structures, capital allocation, and major strategic investments.
Pricing & Engagement
Pricing depends on entity complexity, C-Suite hours, reporting scope, capital readiness requirements, and the depth of strategic advisory involvement needed.
Common Questions
Scale Partner is our most comprehensive engagement — senior fractional C-Suite leadership (CEO · CFO · CMO · COO) embedded in your company, combined with the full finance and operating foundation. It is designed for companies preparing to scale, raise capital, or navigate complex operating decisions.
Not necessarily. If your accounting and reporting are already solid, we can focus immediately on the strategic and capital-readiness layer. In most cases, we assess the current state and design the right scope.
The number of hours depends on the defined scope, the roles engaged, and the company's needs. We define this clearly at the start of the engagement and adjust as requirements evolve.
Starting at $5,500/mo, depending on the scope of services, the complexity of the business, multi-entity requirements, and the level of senior advisory involvement. We define scope and pricing clearly before work begins.
Get Started
Understand where your company stands and what senior financial leadership can unlock for the next stage of growth.