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Strategic Finance & HR Leadership for Retail’s Toughest Challenges

Managing razor-thin margins and seasonal staffing issues? Get C-level guidance without the C-level price tag. Recommended by Management One for growing businesses like yours.

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Exclusive Management One Member Benefit: First Month Free!

Commit to operational excellence with confidence. Sign an annual contract for any of our recurring services and get your first 30 days completely free:

Fractional CFO Services – Strategic financial leadership and planning
Fractional CHRO Services – Scalable HR infrastructure and people strategy
Right Hand Finance™ – Monthly subscription for financial reporting and insights

Why We’re Confident Enough to Offer This:

We know the value we deliver. Our clients see 10x returns through capital raises, revenue growth, and operational efficiency. When you commit to building sustainable financial and HR infrastructure with us, month one is on us.

Commit to Financial Visibility

Partner with experts who deliver consistent, month-over-month reporting and insights. This isn’t a band-aid—it’s infrastructure.

Real Results Require Time & Commitment

Real operational transformation doesn’t happen in 30 days. Our contracts ensure you have the sustained support to implement, optimize, and scale.

Scale With Predictable Costs

Lock in fractional C-level expertise at a fixed monthly rate. No surprises, no scope creep—just strategic support that scales with you.

Proven ROI From Day One

Month one is free, but the value compounds. Our clients see capital raises, revenue growth, and efficiency gains that deliver 10x returns.

Common Retail Challenges We Solve

Can’t get real-time visibility into store-level or SKU-level profitability.

Struggling with inventory management and cash tied up in slow-moving stock.

Lack of actionable data to make fast buying and pricing decisions.

Scaling to multiple locations, but financial reporting is a mess.

Peak season staffing is chaotic and expensive.

Can’t afford a full-time CFO or CHRO, but need strategic guidance for growth or potential acquisition.

You’re Scaling Operations. Finance & HR Shouldn’t Hold You Back

You know that operational excellence requires bulletproof financial visibility and scalable HR systems. But hiring full-time C-suite finance and HR leaders? That’s a $300K+ commitment your budget may not support.

Fractional CFO Services

Get the strategic financial leadership that drives profitable growth and prepares you for your next funding round or exit.

Benefits:

  • Strategic financial planning & forecasting
  • Cash flow analysis & management
  • Financial infrastructure design
  • Capital raising support
  • Board-ready financial reporting
  • M&A preparation & execution

Fractional CHRO Services

Build a scalable, high-performance team with HR strategies that attract top talent and drive organizational excellence.

Benefits:

  • Talent acquisition & retention strategies
  • Compensation & benefits optimization
  • Performance management systems
  • Culture development & employee engagement
  • HR compliance & risk management
  • Leadership development programs

Thinking About Selling Your Business? We’ve Got You Covered

Whether you’re two years out or ready to go to market now, we help retail owners maximize their exit value and navigate the sale process with confidence – without leaving money on the table.

Getting Exit-Ready

  • Exit Readiness Assessment: We evaluate your business through a buyer’s lens and identify what to fix, improve, or document before you go to market.
  • Business Valuation: Understand what your business is actually worth today, what’s driving the number, and what moves the needle most.
  • Financial Normalization: We clean up your P&L and recast EBITDA to ensure your earnings story is clear, credible, and buyer-ready.
  • Quality of Earnings Prep: We anticipate the questions buyers will ask during diligence and help you get ahead of them – before they become deal issues.
  • Working Capital & Inventory Optimization:  Retail deals hinge on these numbers. We help you understand their impact on price and structure before you negotiate.

Running the Deal

  • Confidential Information Memorandum (CIM): We write and package a compelling, professional buyer presentation that tells your story and drives interest.
  • Buyer Identification & Outreach: We identify strategic acquirers and financial buyers who are the right fit, and run a confidential, targeted process.
  • Deal Structuring Guidance: Earn-outs, seller notes, equity rollovers – we help you understand every lever and what each means for your take-home.
  • LOI Negotiation Support: The Letter of Intent sets the terms that matter most. We protect your position before you’re locked in.
  • Due Diligence Management: We keep the deal moving, manage the data room, and make sure nothing derails at the finish line.

Ready to Add Strategic Financial & HR Leadership to Your Team?

Book a free 30-minute consultation to discuss your needs and see if we’re the right fit.

Read:

The No-BS Financial Playbook for Small Business CEOs

Are you tired of making costly financial mistakes? Stop guessing and start growing. Learn how to create a scalable and valuable company while minimizing risk with this playbook from a serial entrepreneur who has been in your shoes.