12B Strategic Advisory provides fractional and interim CFO support to small and mid-sized businesses.
I work directly with owners and management teams who need experienced financial leadership, whether on a fractional basis or during a period of transition. My approach is hands-on and practical, helping businesses understand their numbers and make better decisions.
18+ Years
Finance Experience
CFO Leadership
Public & Private Companies
$400M+
Portfolio Oversight
$25M+
Restructuring Impact
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CASH FLOW PRESSURE
FINANCE LEADERSHIP GAP
RAPID GROWTH
FINANCING OR CAPITAL RAISE
Cash flow planning, budgeting and forecasting to give you a clearer view of what’s ahead.
Clear financial reporting, stronger processes and better visibility into your numbers.
Support with financing, lenders, capital raising and managing your capital needs.
Financial support for acquisitions, divestitures, due diligence and other transactions.
Hands-on support during restructuring, financial pressure or periods of significant change.
Experienced CFO leadership when you need additional support or during a leadership transition.
ACQUISITION OR SALE
RESTRUCTURING
REPORTING CHALLENGES
MAJOR BUSINESS TRANSITION
Whether you need help with a specific challenge or experienced CFO leadership during a period of change, let’s have a conversation.
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.