Beyond Traditional Advisory
Clients hire us to deliver financial leadership, business acceleration, and AI enablement services that go beyond traditional consulting to drive execution-focused results. Our services are organized into three complementary pillars, each designed to address specific challenges faced by ambitious leaders navigating pivotal business transitions.
40% Better Terms with Expert Funding Guidance
20% Cost Reduction with AI-Drive
30% Faster Processes with Streamlined Operations
Strategic Financial Leadership
We Provide Strategic Fractional CFO & Accounting Solutions on Demand
Team-Based Fractional CFO Services
Specialized financial expertise customized to your specific needs and growth stage
Strategic Modeling & Forecasting
Forward-looking financial insights that connect operational realities with strategic goals
Capital Strategy & Structuring
Objective guidance on funding and transaction strategies
Board & Investor Reporting
Professional reporting with a $2B+ transaction track record
The Forward Advantage:
While traditional CFO services focus on historical reporting, our approach integrates financial insights with operational and market intelligence—transforming finance from a reporting function into a strategic enabler that drives confident decision-making across your organization.
Technology & AI Enablement
Leveraging technology to create sustainable competitive advantages
Business Process Automation
Efficiency improvements with measurable ROI
Go-to-Market Optimization
Data-driven sales and marketing strategies
Collective Intelligence Systems
Decision frameworks that leverage organizational knowledge
Business Model Evolution
Objective guidance through pivotal transitions
The Forward Advantage:
The fast pace of new AI and other technology requires access to a team like ours to understand and implement. We have transformed businesses with practical solutions that create immediate efficiency while building the foundation for long-term competitive advantage through AI-enhanced decision-making.
Strategic Advisory & Decision Support
Experienced guidance for your most critical decisions
Decision Support Frameworks
Structured approaches to complex choices
Strategic Growth Planning
Balanced roadmaps that align vision with execution
Business Model Evolution
Objective guidance through pivotal transitions
Partnership & Alliance Strategy
Relationship structures that accelerate growth
The Forward Advantage:
For executives facing less familiar, high-stakes decisions, we serve as the experienced and objective thought partner to navigate complexity and make confident choices. Our approach leverages connections between market trends, operational performance, and financial outcomes.
Proven by Results
We tailor strategic financial leadership to the unique needs of high-growth companies, combining deep expertise with cutting-edge AI capabilities.
Strategic Fractional CFOs
Our fractional CFOs combine deep financial expertise with strategic vision to accelerate your company's growth while optimizing costs and operations.
Financial Strategy & Planning
We create financial strategies aligned with your business goals, identifying optimization opportunities while maintaining operational excellence.
Financial Operations
Build scalable financial infrastructure that grows with your business, automating routine tasks and freeing your team to focus on strategic priorities.
AI Thought Partnership
We already implemented AI across our business functions, creating efficiency, driving insights, and ensuring future-readiness. We can help in yours.
Collective Intelligence Systems
We create financial strategies aligned with your business goals, identifying optimization opportunities while maintaining operational excellence.
Technology Implementations
Unlike traditional consultants, we embed ourselves as true partners in your success, providing practical guidance and hands-on implementation - from lived experiences.
Decision Support
Between our own businesses and our clients we've handled over $3 billion in financings. We don't just advise on transactions; we help cultivate plans well in advance and then execute them from strategy through integration.
Go-to-Market Optimization
Data-driven sales and marketing strategies
Partnership & Alliance Strategy
Corporate development leadership.
Ready to Discuss Your Inflection Point?
Connect with our team of experts and discover how we can transform
your financial operationsEvery business faces critical moments where the right decisions can dramatically accelerate growth. Whether you're scaling operations, preparing for fundraising, evolving your business model, or navigating a potential transaction, our team is ready to help.