Your Outsourced Office of the CFO
Institutional-grade financial leadership. No full-time hire.
“The most expensive financial mistake is waiting until you need a CFO to get one.”
Most growth-stage businesses scale their operations before their financial infrastructure. By the time a PE buyer looks under the hood — the gaps are visible. Restated financials. Missing KPIs. Unnormalized EBITDA. Deals slow. Multiples compress. Value disappears.
A complete finance department. One engagement.
Cash and accrual bookkeeping · reconciliations · AR/AP · payroll · monthly financial statements
Budgeting & forecasting · FP&A · KPI dashboards · cash runway management · exit planning
Weekly KPI reports · board packages · investor updates · Series A/B support · diligence readiness
Buy-side & sell-side M&A · Quality of Earnings (QoE) · PE process preparation · capital raising
The EBITDA multiple gap between a prepared and an unprepared seller in the lower middle market.
PE buyers pay a premium for companies that already look like they are PE-owned. Clean financials. Normalized EBITDA. Documented add-backs. A KPI dashboard that tells the story before the buyer has to ask. Advisory Kru builds this infrastructure 12–24 months before the transaction — so when the call comes, you are ready.
Weekly KPI Report
Monthly Financial Package
Advisory Kru is led by a team of former family office executives, investment bankers, and private equity investors, supported by credentialed accountants with direct experience in venture capital raising, venture and PE-backed company operations, financial reporting, and transaction execution. Our professionals have sat on both sides of the table — as operators, as investors, and as advisors to founders navigating growth, capital events, and exits.
Every engagement is staffed with a dedicated Lead CFO and two mid-level professionals — delivering a full finance function at a fraction of the cost of a single senior hire. You receive institutional-caliber coverage from day one, without the overhead of building an internal team.
One person. A few hours a week.
A CFO, a relationship manager, and a senior associate — deployed fully from day one.
Bookkeeping with a CFO title.
PE and investment banking experience embedded in your business. We have sat across the table from buyers. We know what they find.
Monthly statements. Delivered late.
Weekly KPI reports + monthly financials + rolling forecasts. On time. Investor-grade. Every time.
A solo hire at $300K–$500K+ salary, benefits, and equity.
No dilution. No recruiting. 40–60% less than a full-time CFO. The same institutional caliber.
Advisory Kru works with a small number of companies at a time. Engagements are selected for fit — not volume.