How We Engage
We work three ways: as your ongoing fractional CFO, as a project partner for a specific initiative, or as a board-level financial advisor. All three models are built around your goals, not a fixed menu of deliverables.
Our Engagement Model
ADVISORY
-
Who it’s for?
Founders and CEOs who want a senior financial perspective on key decisions without ongoingPROJECT ENGAGEMENT operational involvement.
-
What’s included?
Quarterly strategic review, budget review and accountability check-in, ad hoc financial questions, access to CFO-level guidance on major decisions.
-
Engagement level
4–8 hours/month
-
Pricing
Starting at $1,500/mo
EMBEDDED CFO
-
Who it’s for?
Growth-stage businesses that need a CFO function running at all times: forecasting, reporting, planning, and leadership.
-
What’s included?
Everything in Advisory, plus: monthly financial close support, rolling forecast management, KPI dashboard, lender/investor communications, and dedicated availability.
-
Engagement level
20–50 hours/month (flexible)
-
Pricing
Starting at $3,500/mo
PROJECT ENGAGEMENT
-
Who it’s for?
Companies facing a specific event: capital raise, exit process, acquisition, system implementation, or financial restatement.
-
What’s included?
Defined scope, timeline, and deliverables. Fixed or milestone-based fee. No retainer required.
-
Engagement level
Scoped per engagement
-
Pricing
Fixed fee, quoted after scoping call
// EVOLUTION CFO
Not Ready for a Retainer? Start with a Project.
Sometimes you don’t need an ongoing CFO — you need the right financial work done for a specific situation. We take on focused engagements with a clearly defined deliverable and timeline.
Common project engagements include:
-
Exit readiness assessment and diligence preparation package
-
Financial model build (3-statement, DCF, or scenario model)
-
Capital raise support (CIM preparation, lender/investor materials)
-
13-week cash flow model and liquidity analysis
-
Budget build and annual operating plan
-
KPI framework development and dashboard setup
-
Quality of earnings support and normalization analysis
Every project begins with a scoping call to define deliverables, timeline, and fixed fee. No surprises.
-- EVOLUTION CFO --
We Know Your Industry
We have deep experience in the financial dynamics of infrastructure services, field services, specialty contractors, and B2B service businesses. We understand how WIP accounting works, what lenders want to see from project-based revenue, and how buyers evaluate businesses in your sector.
We also serve growth-stage technology, professional services, and healthcare services businesses. If your business has complexity multiple entities, project-based revenue, regulatory considerations, or a meaningful capital structure we’re built for that.