Services
Strategic finance, operational CFO infrastructure, and transaction readiness support for founder-led, private equity-backed, and operationally complex businesses.
BUILT FOR SCALE | DESIGNED FOR EXIT
01 Strategic Finance
Overview
CFO-level finance support designed to improve forecasting, reporting, liquidity visibility, and decision-making across.
Includes
Forecasting and financial planning
13-week cash flow and liquidity planning
Board and lender reporting
KPI dashboards and management reporting
Budgeting, variance analysis, and operating reviews
02 Operational CFO Infrastructure
Overview
Finance infrastructure support for businesses that need stronger processes, reporting cadence, controls, systems, and operating discipline.
Includes
Finance process design and reporting cadence
Month-end close improvement
ERP and systems support
Internal controls and finance team structure
Interim or fractional CFO leadership
03 KPI & Margin Clarity
Overview
Operational finance analysis that helps management understand profitability, labor efficiency, site performance, working capital, and margin drivers.
Includes
Cost accounting and margin analysis
Labor, utilization, and productivity metrics
Site, service-line, or business-unit profitability
WIP, inventory, and variance analysis
Working capital and cash conversion visibility
04 Transaction Readiness
Overview
Preparation for diligence, buyer discussions, quality of earnings, and financial storytelling before a potential transaction.
Includes
Adjusted EBITDA and normalized earnings analysis
Quality of earnings preparation
Data room readiness
Diligence support and buyer Q&A preparation
Forecast support and financial bridge analysis
05 Founder-Side Deal Advisory
Overview
Independent financial support for founders evaluating strategic alternatives, preparing for exit, or navigating discussions with buyers, investors, or lenders.
Includes
Exit readiness planning
Buyer and investor discussion support
LOI and deal structure analysis
Rollover, earn-out, and proceeds modeling
Coordination with attorneys, CPAs, and transaction advisors
Need CFO-Level Support Before the Next Major Decision?
Whether you are scaling, preparing for diligence, improving financial visibility, or evaluating a transaction, Meridian Rise Advisors can help build the financial infrastructure required for the next phase.