Annual plans receive a 20% discount and are structured for companies that need continuity, governance cadence and decision support.
Finance Clarity
US$5,200
/ month · Equivalent to US$49,920/year, paid monthly under a 12-month contract.
For companies that need reliable management reporting, cash visibility and financial clarity before making larger decisions.
Includes
- Monthly strategic finance meeting
- Management reporting review
- Cash flow forecast
- KPI dashboard
- Margin and profitability review
- Budget vs actual review
- 30/60/90 finance priorities
- Executive memo with recommendations
- Up to 1 leadership meeting/month
Best for
Companies with accounting and finance operations in place, but limited strategic finance visibility.
Strategic Finance Partner
US$9,200
/ month · Equivalent to US$88,320/year, paid monthly under a 12-month contract.
For growing companies that need recurring senior finance leadership, FP&A cadence, board materials and decision-grade numbers.
Includes
- Everything in Finance Clarity
- Biweekly CFO advisory meetings
- Full board pack
- 12-month rolling forecast
- Scenario planning
- FP&A cadence
- Budget and annual planning support
- Business unit / product / client profitability view
- Pricing and margin analysis
- Capital needs assessment
- Investor/bank reporting support
- Quarterly valuation update or value-readiness review
- Up to 2 executive/board meetings per month
Best for
Companies preparing for growth, fundraising, succession, expansion or margin improvement.
Board & Capital Readiness
US$14,400
/ month · Equivalent to US$138,240/year, paid monthly under a 12-month contract.
For companies approaching a sale, acquisition, fundraising, succession, restructuring or cross-border expansion.
Includes
- Everything in Strategic Finance Partner
- Weekly strategic finance cadence
- Board participation
- Capital allocation framework
- M&A readiness support
- Fundraising readiness support
- Data room readiness checklist
- Valuation range update
- Debt capacity analysis
- Executive decision thesis
- Brazil–U.S. expansion finance support
- Preparation for investors, banks, buyers or strategic partners
- Up to 4 executive/board meetings per month
Best for
Companies with a capital-critical decision expected within the next 3 to 12 months.
Annual contract with a 12-month commitment. The displayed amount represents the discounted monthly payment.