Executive Engagement
Fractional Executive Oversight & Strategic Advisory
$3,500+ per month
You're making the high-level calls alone — governance, risk, exit timing — without a CFO in the room. Fractional oversight puts one there: high-level financial governance and exit architecture for founders and CEOs scaling past $1M+ in revenue, without the overhead of a full-time Chief Financial Officer.
A standalone engagement — you do not need to already be a tax advisory or ongoing management client. The fractional engagement itself is ongoing, at $3,500+ per month.
What it covers
1. Strategic Governance & Risk Mitigation
- Oversight of entity structure, ownership, and multi-state operations across state lines.
- Risk review across operations, financial reporting, and asset protection.
- Direct partnership with your existing compliance team and advisors, so strategy is executed at the highest level without demanding your day-to-day attention.
2. Exit & Succession Architecture
- Continuous alignment of business operations, asset protection, and financial reporting to maximize enterprise valuation.
- Ongoing monitoring of the readiness gap — so the business can be audited, presented, and transferred cleanly when market and timing are optimal.
- Strategic roadmap execution, grounded in valuation analysis, with CEPA valuation deliverables as part of the engagement.
3. Profit Maximization & Capital Allocation
- Monthly financial rhythm focusing on margin expansion, cash flow velocity, and working capital efficiency.
- High-level analysis of pricing models, client profitability, and overhead containment.
- Objective evaluation of major capital expenditures, investments, or restructuring decisions.
4. Executive Decision Council (On-Demand Advisory)
- Priority access for high-stakes decisions, partner negotiations, and strategic pivots — one scheduled executive session per month, plus response within one business day for urgent decisions.
- Unlimited email access.
- Serving as an objective sounding board to challenge assumptions, protect downside risk, and accelerate profitable growth.
Qualifying questions
Five questions before booking.
The first two questions decide booking: fractional oversight is built for founders, CEOs, and owners past $1M in revenue, with no ceiling. The last three shape the conversation — they do not affect whether you can book. Answer all five: if you qualify, the booking button appears. Nothing is stored on this page.
Are you a founder, CEO, or owner/partner of the business?
Fractional oversight is built for the person making the high-level calls.
Annual business revenue
Last twelve months, best estimate. Fractional oversight is built for businesses past $1M in revenue — there is no ceiling.
Do you know what your business is worth to a buyer today?
A current valuation — formal or estimated — or none yet. This does not affect whether you can book.
Could your business run without you for 60 days?
If you stepped away for 60 days, would it keep running? This does not affect whether you can book.
What do you need most right now?
This shapes the conversation — it does not affect whether you can book.
Your profile fits fractional oversight.
Fractional oversight is built for founders, CEOs, and owners past $1M in revenue, with no ceiling — and your responses meet that bar. The next step is a conversation with Greg about the business, the decisions on your plate, and whether a fractional engagement fits.
30 minutes, weekdays 9am–5pm Pacific — choose Zoom or a phone call.
Fractional oversight is built for founders past $1M.
Based on your responses, fractional oversight is built for founders, CEOs, and owners past $1M in revenue. When your business passes $1M in revenue, retake the assessment and a conversation becomes the appropriate next step.