Services
CFO-level thinking, focused on what you're trying to achieve.
Our work is organized around business outcomes. Most engagements combine elements of each, supported by ongoing fractional CFO leadership.
Scale Profitably
Growth should make the business stronger, not just bigger. We build the visibility and planning discipline that keeps profit growing alongside revenue.
- Financial forecasting
- Cash-flow planning
- KPI development
- Profitability analysis
- Margin analysis
- Budgeting and planning
- Scenario modeling
- Strategic decision support
Prepare for Exit
Whether a sale is two years away or ten, the work starts long before a buyer shows up. We help leadership understand — and strengthen — what drives the value of the business.
Kay Advisory Services is not an investment banker, M&A broker, valuation firm, legal advisor or CPA firm. We work alongside those advisors when they're needed.
- Improving financial visibility
- Strengthening reporting
- Identifying profitability drivers
- Financial readiness for buyer diligence
- Forecasting
- Building stronger financial processes
- Understanding what increases enterprise value
Raise Capital
Lenders and investors want to see a business that knows its numbers. We prepare the financial foundation so management can present a clear, credible financial story.
We prepare the business and its financials. We do not raise capital directly or guarantee funding.
- Financial models
- Forecasts and projections
- Investor-ready financial reporting
- Scenario analysis
- Cash runway analysis
- Communicating the financial story
Ongoing fractional CFO support
A finance leader in your corner, month after month.
Beyond specific projects, ongoing CFO support gives you a senior partner who knows your business, reviews the numbers with you and helps you make the next decision well.
Let's talk about what stronger CFO-level support could look like.
If your business is growing and the financial decisions are becoming more complex, a 30-minute conversation is a good place to start.