PE-grade financial leadership for your trades business — from a CFO who built one from $69M to $245M.
We help contractors turn revenue into profit and cash — and get ready for a premium exit. One flat monthly fee. A proven monthly system. No hourly billing, ever.
See the value a margin lift creates.
Watch the numbers move as you type — no email required.
Value from the margin improvement alone. Illustrative — multiples vary by trade, size, and quality of earnings.
Your bookkeeper can reconcile your books — but can't help you increase cash flow or grow the value of your business.
Most contractors between $2M and $50M are flying blind at exactly the moment the stakes get highest.
Cash is always tight
Revenue's growing, but payroll weeks still hurt. You're financing your customers' jobs and don't know your real cash position past Friday.
No forward plan
You know last month. You don't know next quarter. There's no budget tied to operations, no forecast, and no plan for what the business sells for someday.
Profit flat while revenue climbs
You added trucks, crews, and overhead — and somehow the bottom line didn't move. Growth is eating your margin and nobody can tell you where.
You don't trust the numbers
The P&L shows up three weeks late and changes every time you look at it. You make six-figure decisions on gut because the books can't keep up.
If this sounds like you, we should talk.
We're not for everyone — and we'll tell you if we're not the right fit. We work best with owners who want to act on their numbers, not admire them.
Growth is eating your cash
Every new job, crew, and truck consumes cash before it pays. You're winning work faster than the money comes in — and payroll doesn't wait. We've seen the crunch coming months out and headed it off, with the tools and weekly cash discipline our founder used to fund a 3.5x growth run without missing a payroll.
You're building toward a sale
You want top value when you sell — and a process that doesn't fall apart in diligence. We get you there ahead of time: clean numbers, defensible margins, and the information buyers ask for, organized before they ask. And even if a sale isn't the plan, you want to run the business sale-ready — the same discipline that commands a premium multiple pays you every year you own it.
Your finance function only looks backward
Someone tells you what happened last month. Nobody tells you what's coming next quarter — or what to do about it. You need a finance leader who looks forward: budgets, forecasts, and decisions made ahead of the curve, not after it.
Your numbers and your operations don't connect
The financial plan lives in a spreadsheet; the real business lives in jobs, crews, and close rates. We tie them together — so your budget reflects how the work actually gets done, and your operating goals show up in the financials every month.
The monthly operating rhythm
Not ad-hoc consulting. A repeatable system that runs every month — built to turn your numbers into action and your revenue into cash.
Set targets
A budget tied to your operations — jobs, crews, and close rates — not an accountant's spreadsheet.
Track actuals
Every month we compare what happened against the plan — and find out exactly why, in dollars.
Forecast cash
A rolling forecast plus a weekly 13-week cash flow, so payroll never surprises you again.
Score the KPIs
The 4–6 signs of success that actually matter — sales, production, margin, billing speed, collections.
Act & course-correct
Every month ends with an action plan: what to change, who owns it, and what it's worth in cash.
One flat monthly fee. Fixed scope. Action and cash conversion — not vanity reports.
Advice from someone who's sat in your seat — an Operations CFO who scaled a trades business from the inside.
"I help owners take back their time, turn more of their work into cash, and build a company worth more — without losing the culture that they want to build."
Our founder scaled a national property restoration platform from $69M to $245M in revenue — and grew equity value from $64M to $398M — with no private equity sponsor behind him. He's raised the debt and equity, integrated the acquisitions, and made payroll in the hard weeks. Now he runs the same playbook for trades businesses like yours.
Numbers that held up under diligence.
Capital structures built and negotiated to fund growth without giving up control.
Growth capital raised at a premium valuation — while the founders kept the company.
From $64M to $398M of equity value in under a decade — margin, cash, and disciplined M&A.
One flat monthly fee. Fixed scope. No surprises.
- No hourly billing
- No surprise invoices
- Clear, fixed scope
- Cancel with notice
Most engagements run in a predictable monthly range depending on complexity, locations, and scope — a fraction of the $350K+ a full-time CFO costs. Our clients aim to have the engagement pay for itself within 90 days, in found margin and freed-up cash.
Deal outcomes, in their words.
"Leo has the rare ability to translate operations into financial rigor. Together, we built a proprietary KPI application that enabled us to quadruple the business within 3 years. He's a genuine leader."— Seller and Former Owner
"After the acquisition, Leo brought clarity and calm to very complex moments. He was always patient, breaking things down in plain language. He was a true partner, focused not just on the numbers but on doing right by the people."— Seller and Former Owner
Book a free consultation — we'll tell you honestly if we can help.
No pressure, no pitch. Thirty minutes on your numbers, your cash, and what's actually in the way. If we're not the right fit, we'll say so.
Book a Free Consultation