“His work on technician utilization and job pricing genuinely transformed how our business operated.”
16+ Years
$400M+
PE-Backed
M&A Exited
You close a solid contract. One emergency call later, you’re not sure you made money on it.
The opportunity looked right and you moved on it but you’re not sure if the numbers made sense.
You know roughly how many hours your team worked. You’re not sure how many actually made it to an invoice.
The job closed. The invoice went out. Your techs need paying before the client does.
You priced it based on last year. Your costs moved but the contract didn’t.
When M&A or an exit is on the table, your financials need to tell the story that gets you the highest value.
You know exactly where every dollar is going before it becomes a problem.
You open a dashboard and see exactly where all your business numbers stand.
You keep scaling by making decisions with your numbers and not your gut.
You walk into any investor, partner, or exit planning with numbers that hold up.
Technician Utilization
“His work on technician utilization and job pricing genuinely transformed how our business operated.”
Ben Caiola, CPA
Financial Executive
Myra Li, CPA
Controller, National Critical Power Service Organization
M&A
“He clearly communicated the business value to buyers. Few professionals can match his breadth of experience.”
Alexander Moore
Investment Banking VP, Q Advisors
Fractional CFO Advisory
For businesses that need clarity and guidance
Fractional Embedded CFO
For businesses that need financial leadership
Here’s the difference: They tell you what happened. A CFO tells you what’s coming, how to handle it, and how to grow.
The truth? Yes. It is. But just one mispriced contract or one cash crunch costs more than working together. Most businesses working with a fractional CFO see a 3x return (on the conservative end) within one year. The question isn’t what it costs to work together but what not working together is costing you.
The lift to get up to speed and add value to your business is the responsibility of the CFO, not yours. Most clients get a clearer financial picture in as little as 10 days without changing where they put their time.
UPS maintenance margins, technician utilization, emergency dispatch costs, service contract profitability, billable hour leakage – I bring 16+ years of working inside critical power businesses like yours, not advising from the outside.