We operate on an engaged or retained search model, serving as your exclusive partner throughout the hiring process. Our approach is consultative, research-driven, and fully transparent. You'll have visibility into every stage of the search, including candidates sourced, interviewed, submitted, and declined.

Every search is built from the ground up. We begin by understanding the ideal candidate profile, hiring timeline, organizational constraints, interview process, compensation structure, and long-term objectives. From there, we map the market, identify target companies, and engage high-caliber, often off-market talent.

We manage the search process from start to finish, allowing your team to remain focused on running the business while we focus on finding the right hire.

• Targeted approach.

• Dedicated focus.

• One voice to the market.

• Confidentiality.

Pricing:

C-Suite & Executive Leadership: 25% fee of hired candidate's base salary.

Controller, Director, VP: 22.5% fee of hired candidate's base salary.

Manager, Senior Manager, Assistant Controller: 20% fee of hired candidate's base salary. 

All engaged and retained searches include an up front retainer of 33% the estimated fee and candidate guarantee period.  Free replacement and discounted follow-on search fees are available based on the terms of the individual search.

We provide fast, flexible access to proven CFO leadership—exactly when and how your business needs it. Whether your company is undergoing transformation, facing financial challenges, preparing for a capital event, in need of stronger financial oversight, or simply not in need of a full-time CFO, our model ensures you receive top-tier financial expertise.

Our approach is built on trust, credibility, and results. We begin by embedding an experienced fractional CFO who delivers immediate strategic clarity and operational leadership. For companies experiencing financial restructuring, cash flow issues, or operational inefficiencies, we provide the tools and talent to stabilize, refocus, and position for growth.

As your business evolves, we scale with you - In addition to CFO leadership, we offer a range of services to support your company’s broader growth and operational needs. This includes staffing, professional bookkeeping, and support for organizational management.  Whether you’re shoring up your back office or preparing to scale, we provide the resources to get you there efficiently and effectively.

What sets us apart is our ability to deliver high-value financial and operational support on demand—with flexibility, accountability, and a partnership mindset. When you’re ready to hire full-time, we offer seamless options: convert your embedded CFO with a structured transition, or engage our retained search services at a preferred rate.

We are your strategic partner in financial leadership—ready to help your business grow, adapt, and thrive.

Pricing:

Fractional & Interim: Mark-up on candidate's hourly pay or monthly retainer, engagement dependent.

We provide in-depth executive due diligence to support high-stakes hiring and investment decisions. Our process goes beyond traditional background screening to deliver a clear, evidence-based view of a leader’s professional history, credibility, and reputational profile.

Our analysis includes a structured review of:

• Professional background and career track record

• Verified employment history and progression

• Education, credentials, and professional qualifications

• In-depth reference checks, management style, and peer reviews 

• Documented business successes and failures

• Industry reputation and leadership perception

• Potential conflicts of interest and related-party relationships

• Prior litigation and legal proceedings (where publicly available)

• Criminal records (where legally permissible)

• Bankruptcy filings and financial distress indicators

• Media coverage, interviews, and public statements

Each engagement is designed to help clients validate leadership claims, identify inconsistencies or risk signals, and make more confident decisions when evaluating senior executives.

Pricing:

Executive Due Diligence: $5,000 per report.