A fractional CFO practice for multi-entity manufacturers, contractors, and founder-led trades businesses doing $5M–$50M in revenue.
Twenty-five years of senior finance leadership. Engagement-grade thinking on KPIs, working capital, ERP selection, lending, and exit readiness — drawn from real seats in real businesses.
OpsFlow Finance plugs CFO-level finance into businesses that need the thinking but aren't ready to hire it full time. Owners get the same diligence, working-capital discipline, and decision-grade analysis that a $250K full-time CFO would bring — sized to the business, scoped to the engagement.
Monthly retainer engagements for owners who need a steady financial hand. Cadenced reporting, KPI dashboards, lender and board prep.
The 79-item diligence audit PE buyers actually run, applied to your business 12–24 months before you list. Fix what's broken before a buyer finds it.
Lending close, ERP selection, acquisition diligence, financial model build. Scoped, time-boxed, fixed-fee.
A ten-week peer cohort for owners who want to read their financials like a CFO would. Ten owners per cohort, one per industry.
Every month, the practice ships a piece of writing called The Trades CFO Letter — a long-form briefing on something we're actively working through with a client. KPIs, working capital, ERP migration mistakes, what PE buyers are pricing in 2026. If you want to know how we think before you call us, read three issues.
Not every owner needs a CFO. The first call is a conversation, not a sales pitch — we'll figure out together whether the practice is the right fit, and if it isn't, point you toward what is.
