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CFO Advisory

Senior financial leadership, exactly when you need it.

The strategic finance work that decides whether growth compounds or stalls — cash, margin, capital, and the plan that ties them together — delivered by a practitioner who has done it for far larger companies, without the full-time hire.

Interim CFO & Strategic Advisory

For founders who need to optimize cash flow, expand margin, and scale capital without adding a full-time executive. We embed in the business and take ownership of the numbers that drive enterprise value.

  • 13-week rolling cash-flow forecasting with liquidity and covenant visibility
  • Unit-economic & margin modeling to find and defend profitability
  • Capital structure optimization across debt, equity, and timing
  • Board-ready reporting packages your investors and lenders trust

Forecasting, Planning & Analysis

A planning function that ties strategy to the financials and updates against live actuals. You see where you're headed, what moves the outcome, and where the plan is drifting — before it costs you.

  • Driver-based 3-statement models built on your operating reality
  • Rolling forecasts & annual budgets refreshed each close
  • Scenario & sensitivity analysis on the levers that matter
  • Variance-to-plan reporting with clear, actioned commentary

Private Equity & Venture Capital Portfolio Solutions

For PE and VC deal teams that need standardized, institutional-grade data across the portfolio. We make portfolio companies easy to monitor and compare — with reporting that reads the same from one company to the next.

  • Standardized, GAAP-aligned reporting across portfolio companies
  • Automated KPI dashboarding for you and your boards
  • Finance-function assessments & upgrades at portfolio companies
  • Consolidated, audit-ready reporting at group and entity level

Deal execution — diligence, quality of earnings, carve-outs, and post-acquisition integration — lives in our M&A Advisory practice.

AI & Automation in Advisory

More strategy, less spreadsheet wrangling.

Models on live data

Forecasts connect to current actuals, so plans update automatically and variance analysis is instant.

Faster diligence

Automated reporting and clean books mean data rooms come together in days, not weeks.

Decision dashboards

The metrics that drive your business and portfolio, surfaced in real time for you and your board.

See how we apply AI — and how we secure your data →

Use Case Example

A founder-led services company growing fast and flying blind on cash

The situation

Revenue was growing 40% a year, but the founder was making hiring and investment calls from a bank balance — no forecast, no margin view by service line, and a board asking harder questions each quarter.

What we did

Stood up a 13-week rolling cash-flow forecast, built a driver-based operating model with margin by service line, and delivered a monthly board package tied to live actuals.

The outcome

Hiring and pricing decisions made against a forward view of cash, a repriced service line that restored margin, and a board conversation that moved from "what happened?" to "what's next?"

13-weekForward cash visibility
By lineMargin clarity
MonthlyBoard-ready package

Representative example for illustration.

Transactions

Preparing for a deal?

Sell-side readiness, quality of earnings support, carve-outs, and post-acquisition integration have a dedicated practice at Hunt + Co. — built for owners and deal teams who want the numbers ready before the process starts.

Explore M&A Advisory →

Put a CFO in your corner.

A 30-minute exploratory call. Tell us where you're headed and we'll talk through the financial work it takes to get there.

Schedule an Exploratory Call →

rocky@huntandcoadvisors.com · Smyrna, GA