Embedded Partnership

Senior commercial and financial thinking, inside your leadership team.

For business owners who need expert decision-making power inside the business but cannot justify a full-time CFO or commercial director. We embed alongside your leadership team as the senior commercial and financial voice in the room.

This is the engagement we run with growth-stage businesses where the owner is brilliant operationally but needs a peer at the strategic and financial level. We attend leadership meetings, build the models that drive decisions, work directly with your accountant or finance team, and sit alongside you in the conversations that shape the business.

What this includes

•  Monthly leadership team participation and strategic contribution

•  Financial model build and ongoing maintenance of the numbers that actually drive your decisions

•  Quarterly performance review and forward planning sessions

•  Direct working relationship with your accountant, bank and other professional advisors

•  Availability between meetings for live commercial decisions and conversations

•  Shareholder, partnership and governance conversation support

Best for

Business owners running operations in the $3.5 million to $20 million range who need senior commercial capability in the room but not as a full-time hire. Often founders, often with partners or shareholders, often facing a decision that warrants a peer to think it through with.