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About 12B Strategic Advisory

12B Strategic Advisory provides fractional and interim CFO leadership to founder-led, privately held and private equity-backed companies.


We work directly with owners and management teams navigating growth, financing, transactions and complex situations. Our approach is hands-on and practical — understand the numbers, identify what matters and help get things done.


Our Principal brings 18+ years of finance experience, including CFO and senior finance leadership with public and private companies, with experience across financing, treasury, capital markets, restructuring and transactions.

  • Cash Flow & Forecasting
  • Financial Reporting & Controls
  • Financing & Treasury
  • Transactions & Special Situations
  • Interim Finance Leadership

18+ Years
Finance Experience

CFO Leadership
Public & Private Companies

$400M+
Portfolio Oversight

$25M+
Restructuring Impact

WHEN TO BRING ME IN

CASH FLOW PRESSURE


FINANCE LEADERSHIP GAP


RAPID GROWTH


FINANCING/ TREASURY



CASH FLOW & FORECASTING

Cash flow planning, budgeting and forecasting to give you a clearer view of what’s ahead.

REPORTING & CONTROLS

Clear financial reporting, stronger processes and better visibility into your numbers.

FINANCING & Treasury

Support with financing, lenders, capital raising and managing your capital needs.

TRANSACTIONS

Financial support for acquisitions, divestitures, due diligence and other transactions.

SPECIAL SITUATIONS

Hands-on support during restructuring, financial pressure or periods of significant change.

INTERIM CFO Leadership

Experienced CFO leadership when you need additional support or during a leadership transition.

ACQUISITION OR SALE


RESTRUCTURE

REPORTING CHALLENGES


MAJOR BUSINESS TRANSITION

LET’S TALK ABOUT WHAT YOU NEED

Have a finance gap or a situation that needs senior attention ? Let's have a confidential conversation.

FREQUENTLY ASKED QUESTIONS

A fractional CFO provides experienced financial leadership on a part-time basis. It can be a good fit for businesses that need CFO-level support but do not require a full-time CFO.

An interim CFO can help during a leadership transition, rapid growth, restructuring, financing, or another period when experienced financial leadership is needed quickly.

I primarily work with small and mid-sized businesses that need experienced financial leadership, stronger reporting or help navigating a period of change.

It starts with a conversation about your business, the challenges you are facing and the support you need. From there, we can determine the right scope and level of involvement.