Between $1M and $50M, the financial decisions that determine whether you scale, sell, or stall are happening every month. Most companies that size are making them without reliable intelligence, strategic leadership, or anyone who has been inside a business like theirs. We fix that.
I am a CPA and CVA with over a decade of senior finance experience inside PE-backed manufacturing and industrial companies. I have built finance functions from scratch, restructured teams, managed exits, and sat in the seat your CFO needs to fill.
Most fractional CFOs come from public accounting or consulting. I come from operations. That changes what I look for, what I flag, and how I help you make decisions.
Insight Financial provides fractional CFO services, scalable FP&A, and exit planning to growing businesses that need senior financial leadership without a full-time executive on payroll.
Each service is designed for a specific stage and need.
You have outgrown your bookkeeper but you are not ready for a CFO. Every month you are making pricing, hiring, and investment decisions without forward-looking data. This closes that gap. Starting at $1,500 per month.
Learn MoreCash gets tight when sales are growing. Capital structure questions go unanswered. Investors want reporting you cannot produce. You need a strategic financial partner, not just someone to close the books. That is what this is.
Learn MoreMost owners discover the issues that kill their deal during due diligence, when it is too late to fix them. At a 5x multiple, every $100K in EBITDA improvement adds $500K to your sale price. We do the work before buyers ever see your numbers.
Learn MoreMost financial advisors understand the numbers. Fewer understand what it actually takes to run a business. I have done both. I have sat in the CFO chair at PE-backed companies, managed complex European treasury operations, led finance restructurings, and prepared companies for exit.
That operating background changes the quality of the advice. When I look at your cash flow, your close process, or your exit readiness, I am not reading from a framework. I am drawing on things I have personally navigated.
Start a ConversationHow to evaluate, engage, and get real value from a fractional CFO. Covers costs, what to look for, common mistakes, and a readiness self-assessment.
Download FreeHow to get real financial visibility without a full-time hire. Built for owners who have accurate books but are still flying blind on what comes next.
Download FreeHow to prepare your business for sale and maximize what you walk away with. Written for owners with a 1 to 3 year exit horizon.
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