Essentials
$1,500
Scorecard, top findings, 90-day roadmap, support recommendation, and 60-minute readout.
Assessments
Start with a clear answer.
Two fixed-fee assessments, led personally by Rachel. You get a scorecard, the issues that matter most, and a plan you keep whether or not we work together.
For companies under $10M in revenue
CFO Diagnostic. A senior read on your finances in two weeks.
For SaaS and tech-enabled services companies that have outgrown their bookkeeper but have not had a senior finance leader look at the whole picture.
What Rachel reviews
Cash and runway
Financial reporting and close
KPIs and SaaS metrics
Pricing and unit economics
Budget and forecast
Controls and banking
Systems and tech stack
Finance team and ownership
What you receive
A scorecard across all eight areas
The 3–5 issues that matter most, with their business impact
A prioritized 90-day roadmap
A direct recommendation on the level of support you need
A 60-minute readout with Rachel
Essentials + People
$2,500
Everything in Essentials, plus a People & Back-Office Review: payroll, benefits, compensation and equity, HR compliance, and back-office processes.
Complete
$3,500
Everything in Essentials + People, plus a KPI definitions sheet for your leadership team and a 30-day check-in on roadmap progress.
Fee paid upfront. The full fee is credited toward a CFO Partnership signed within 60 days.
Book a CFO DiagnosticBefore or after the deal
Investor Readiness Assessment. Get to investor standards, before or after the deal.
I've sat across the table when deals slowed down. I know what investors test first, where stories break under diligence, and what to fix six months before the process, not six weeks.
Preparing for a deal
$10M–$20M SaaS and tech-enabled services companies 6–18 months from a raise, recapitalization, acquisition, or exit. Find the diligence issues before investors do.
Just closed a deal
Companies of any size that closed a round or PE or VC investment in the last 12 months. The board wants a monthly package, the sponsor has a 100-day plan, and you need to know what "good" looks like.
What Rachel reviews
Financial statement quality
Quality-of-earnings exposure
SaaS metric defensibility
Financial model and forecast
Equity story
Data room readiness
Cap table and capital structure
Board and investor reporting
What you receive
A readiness scorecard: Ready, Gaps, or Red Flag for each area
A ranked gap list showing what could affect valuation, timing, or investor confidence
Before a deal: a data room index. After a deal: an investor-standards roadmap with a 30-60-90 day plan
A remediation plan working back from your transaction date or next board meeting
A 90-minute readout with your leadership team
Core
$5,000
Scorecard, ranked gap list, data room index or investor-standards roadmap, remediation plan, and 90-minute readout.
Core + People
$7,500
Everything in Core, plus a People & Back-Office Review, including the people items diligence teams request.
Board-Ready
$10,000
Everything in Core + People, plus a board or sponsor version of the findings, Rachel presenting it at your board or sponsor meeting, and a 30-day check-in.
Timeline is 3–4 weeks. Fee paid upfront. The full fee is credited toward a CFO Partnership or Transaction & Value-Creation Intensive signed within 60 days. Companies above $20M in revenue, multi-entity groups, or books that need cleanup are quoted individually.
Book an Investor Readiness AssessmentQuestions
Asked and answered.
Bring the hard problem.
Thirty minutes with Rachel. No generic pitch—just a candid conversation about the decision, the friction, and what moving forward could look like.