Fees
Every fee on this page, before you ask
Owners tell us the hardest part of hiring an adviser is not knowing what it will cost. So here it is: three ways to engage, four services, and the terms behind them.
| Compare | Project | Retainer Most clients start here | Interim CFO |
|---|---|---|---|
| Fee | From $7,500 fixed | From $3,200 / month | From $6,500 / month |
| Length | 4–12 weeks | 6-month minimum | 3–12 months |
| Our time | As scoped | 2–3 days a month | 1–3 days a week |
| Best for | One clear job: a model, a lender pack, an exit-readiness review | Owners who want a CFO’s eye on the numbers every month | A company between finance leaders, or growing faster than its finance team |
| Included |
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| Enquire | Ask about a project | Ask about a retainer | Ask about an interim CFO |
Fees by service
Starting prices for a typical company of $5M–$30M revenue. Your fixed quote follows the first call.
| Service | From | Typical length | Link |
|---|---|---|---|
| Fractional CFO | $3,200 / month | 6-month minimum, then monthly | Details |
| Fundraising & debt advisory | $18,000 + success fee | 8–12 weeks for debt, 4–7 months for equity | Details |
| Exit & sale preparation | $24,000 fixed | 12-week review, then optional support to completion | Details |
| Financial modelling & FP&A | $7,500 per model | 3–6 weeks | Details |
The small print, in large print
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The diagnosis guarantee
If the written note from the first two weeks does not tell you something about your numbers you did not know, tell us and we will not invoice that fortnight.
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How we invoice
Projects: 40% on signing, 60% on hand-over. Retainers: monthly in advance. Success fees: only on completion, from the funds received.
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Expenses
Travel inside the city of the office is included. Other travel is billed at cost, agreed in advance, never marked up.
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Ending an engagement
Retainers run for a six-month minimum, then 30 days’ notice either side. Projects can be stopped at any stage; you pay for the work done.
When can you start?
Most engagements start within ten working days of the scope being signed. This is how the first twelve weeks run.
- Week 1–2
Diagnose
We read three years of accounts, the bank statements and your management pack, then sit with you for half a day. You get a written note on what we found.
- Week 2–3
Plan
A one-page plan: what we will fix, in what order, what it costs and what you will have at the end. Nothing starts until you sign it.
- Week 3–10
Build
The work itself — the model, the data room, the lender pack, the monthly close. A partner on it every week, a written update every Friday.
- Week 10–12
Hand over
Your team is trained on everything we built, and it lives in your files, not ours. Retainer clients keep us on for the monthly review.
Get a fixed quote
Book a call, sign a mutual NDA, send last year’s accounts. You will have a one-page scope and a price within three working days.
Or call +1 (212) 555-0142 — a partner answers.