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03 — Advisory

Senior financial leadership, exactly when you need it.

The strategic finance work that decides whether growth compounds or stalls — forecasting, capital, and deal execution — delivered by someone who has done it for far larger companies, without the full-time hire.

01

Fractional CFO Services

A seasoned financial leader embedded in your business: cash management, unit economics, pricing, board and investor communication, and the strategic decisions that need a CFO's judgment. You get the seniority of a CFO at a fraction of the cost and commitment.

Cash & runwayBoard & investorsStrategic finance
02

Forecasting, Planning & Analysis

Driver-based financial models, annual budgets, rolling forecasts, and scenario planning grounded in your real data. Know where you're going before the numbers get away from you — and understand the levers that change the outcome.

3-statement modelsRolling forecastScenario planning
03

Post-Acquisition Integration

After a deal closes, the finance function has to come together fast. We stand it up: GAAP conversion, opening balance sheets, chart-of-accounts harmonization, and a close process that ties acquired entities into clean, consolidated reporting.

GAAP conversionFinance standupConsolidations
04

Capital, Lender & Investor Readiness

Raising debt or equity, or heading toward a sale? We get you ready: a clean data room, quality-of-earnings-ready financials, lender packages, and the diligence support that makes your company easy to underwrite and hard to discount.

Diligence prepData roomQoE-ready

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, surfaced in real time for you and your board.

Illustrative Scenario

A PE-backed platform absorbing its first add-on acquisition

The situation

A sponsor-owned company closed an add-on with cash-basis books, a different chart of accounts, and no consolidated reporting — and the board wanted clean numbers fast.

What we did

Converted the target to GAAP, built an opening balance sheet, harmonized the chart of accounts, and stood up a consolidated monthly close across both entities.

The outcome

Consolidated, audit-ready financials within the first quarter and a repeatable integration playbook for the next add-on.

1 quarterTo consolidated close
GAAPConversion complete
RepeatableIntegration playbook

Representative example for illustration. Not based on a specific client; results vary by engagement.

Put a CFO in your corner.

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

Book Your Free Call →

rocky@huntandcoadvisors.com · Smyrna, GA