Our Services

Fractional Consult partners with various stage companies and their founders/leaders.

With prior roles in small, medium and large companies spanning across business improvement, revenue, financial planning and operations. Our solutions will be steeped in data, thoughtfully communicated and strategically exhausted.

  • With experience in wealth management and corporate treasury; this part of your business is critical to organization and efficiency.

    QuickBooks integration, Financial Reporting

  • The details matter and most of your business data is on multiple platforms. Synthesizing KPI’s via your company’s data is key to profitable decision making.

    PowerBI, Tableau, Regular Reporting Dashboard

  • If you’re considering launching an RIA, we can advise on custodian relationships, tech stack, critical partners including Compliance, etc.

    Having launched an RIA before we can partner to administer this burden.

  • With experience of multiple Private Equity boards, executive and founder communications; it’s imperative to communicate regularly and know when to involve your investors.

  • Partnering directly with owners, executives, and investors to evaluate opportunities, mitigate risk, and ensure projects are financially sound from strategy through implementation. Engagements are tailored, time-bound, and outcome-driven, designed to deliver results without the overhead of a full-time hire.

  • Experienced in navigating external resources including private capital, legal and M&A resources.

Our Process

Introduction

Schedule a brief call to discuss needs & goals.

Discovery

In depth call or site visit to review details in depth.

Engagement

Partner to advance your business and it’s needs with detailed milestones.

  • “With enough energy and thoughtfulness and commitment, even the boldest ideas could be executed.”

    Bob Iger, CEO Disney

Let’s Work Together

If you're interested in working with us, complete the form with a few details about your project. We'll be in touch soon.