When growth breaks finance
we restore control


Operator-led CFO interventions for PE-backed and founder-led companies facing cash pressure, reporting drift, post-close complexity, or board/lender readiness gaps.

Based in Dallas-Fort Worth. Serving select engagements nationwide.

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When to call us

Monthly close is late or unreliable

Cash surprises keep recurring

Board or lender confidence is slipping

Post-close integration has stalled

You need senior CFO execution before making a permanent hire

Numbers

Impact, at a glance.

Representative metrics from our operating + strategic CFO work standing up cash, close, controls and board-grade reporting that moves decisions.

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Freed $1.8M of working capital in six weeks for a $28M services roll-up
M
Working-capital freed

Delivered 118% of targeted EBITDA synergies on a $220M platform integration
%
Targeted EBITDA success
Prepared two SaaS portfolios for eight-figure exits with clean QoE and covenant-ready reporting
SaaS portfolios
About us

We’re an operator-led CFO advisory firm that plugs in as part of your team standing up cash, close, and control disciplines while keeping a direct line to the board agenda. Clients come to us when they need enterprise-grade finance leadership without adding another permanent seat.

What we do

We build finance engines that keep pace with your growth.

We stand up cash visibility, close cadence, controls, and board-ready reporting so growth doesn’t outrun finance. For PE-backed and founder-led companies facing reporting drift, lender pressure, or post-close complexity, we restore clarity fast and give leadership a finance engine it can rely on.

Book a CFO Reset Call

SERVICES

Entry point offers

Designed interventions executed through operator-grade finance support across CFO advisory, day-to-day operations, and M&A integration, plugging in where your team needs the most lift.

01

CFO Reset Sprint

Best for: cash surprises, late close, board/lender pressure, CFO gap

Length: 4-6 weeks

Outputs: 13-week cash view, reporting diagnostic, KPI reset, 90-day stabilization plan

02

90-Day Finance Stabilization

Best for: growth has outpaced finance discipline

Length: 8-12 weeks

Outputs: close cadence, working-capital actions, ownership map, board/lender-ready reporting

03

Integration / Exit Readiness

Best for: post-close complexity, diligence prep, covenant pressure, exit preparation

Length: 8-16 weeks

Outputs: integration governance, synergy tracking, QoE/lender readiness, decision-grade reporting

CASE STUDIES

Representative engagements.

Infrastructure roll-up, aviation network

Post-close integration had stalled. We rebuilt the roadmap, stood up controls, and delivered governance in 60 days-unlocking delayed synergy and Board confidence.

Case study

Global manufacturer, liquidity reset

Working capital was tying up growth. We redesigned cash, forecasting, and lending dashboards, freeing capacity for expansion while tightening risk and covenant headroom.

Case study

Founder-led SaaS, exit preparation

Ahead of a strategic sale, we rewired KPIs, board reporting, and comp design, aligning the growth story with investor expectations and supporting a premium multiple.

Case study
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Real engagements, Real execution

HOW WE WORK

Built for speed, clarity, and accountability.

We structure each mandate to stabilize finance quickly, align on outcomes early, and give leadership one accountable line of execution.

Lean by default

Small, senior teams only. No layers, no bloated workstreams, and no unnecessary handoffs, just the operator-grade finance support the situation requires.

Built around the mandate

Every engagement is scoped around the actual inflection point: cash pressure, reporting drift, lender readiness, post-close integration, or exit preparation. We define outcomes, timeline, and ownership up front.

Single line of accountability

You work with one accountable lead who plugs into the team, drives execution, and keeps management, boards, lenders, and investors aligned as needed.

FEATURED INSIGHTS

Engagement driven insights.

What Private Equity Actually Means by “Reporting Discipline”

Private equity uses the phrase “reporting discipline” constantly. It sounds generic. It isn’t.

Read More

Your Forecast Isn’t Conservative, It’s Structurally Wrong

Most leadership teams believe their forecasting problem is optimism. It isn’t.

Read More

The 90-Day Cash Blind Spot That Kills Growth Plans

Most cash problems don’t appear suddenly. They accumulate quietly.

Read More
Explore insights

Genuine insights, Engagement driven

Inside active engagements

SAG Analyst

Active clients may receive access to SAG Analyst, our internal CFO copilot used to accelerate cash visibility, KPI clarity, and board-ready reporting.

Access via CFO engagement
SAG Analyst Access Required
Client portal copilot
SAG Analyst is a private AI CFO copilot.
SAG Analyst is used inside active CFO engagements to support cash visibility, KPI clarity, and board ready decision support. If you have been invited, sign in. If you would like access, request it and we will follow up.
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Powered by SAG Analyst, Spacey Advisory Group

Share a short brief on your situation.

Stage, ownership, what’s broken in finance, and what needs to be true in the next 90 days. We’ll respond within one business day with where we can help, the likely engagement shape, and where we’re not the right fit.

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