Elevate

After we delete the waste and automate the grind, your people do what humans do best.

Judgment. Strategy. Relationships. The work that actually moves a business forward. Elevate is the endgame — a finance team that spends its time on the decisions that create value for PE partners and the board, not on spreadsheet mechanics.

Where elevated teams spend their time.
Once the drag is gone and the machines are running, this is what your finance function looks like.

Strategic FP&A

Your FP&A team stops building variance reports and starts answering questions the CEO actually cares about. Where should we invest? What's the real cost of that acquisition? What happens if we miss Q3?

High-value work

PE Partner Relationships

When the CFO isn't buried in close mechanics, they can be the strategic partner your PE sponsor actually needs — proactive, insightful, and two steps ahead of the board deck.

Relationship capital

Deal Support & Value Creation

M&A due diligence, integration planning, carve-out execution. The high-stakes work that directly impacts equity value — the reason the PE firm hired this CFO in the first place.

Value creation

Team Development & Talent

The Controller shouldn't be running schedules or doing reconciliations. They should be building the next generation of leaders on their team. Elevated teams invest in people, not spreadsheets.

Long-term leverage
The transformation.
Same team. Different work. Different impact.

Before Elevate

CFO: Managing close mechanics and firefighting
Controller: Doing reconciliations manually
FP&A: Building variance decks in Excel
Team: Reactive, overworked, undervalued

After Elevate

CFO: Strategic partner to PE, ahead of the board
Controller: Building the team and the playbook
FP&A: Driving decisions with scenario analysis
Team: Proactive, developing, creating value
"My team went from dreading month-end to actually having time to think. That's when the real breakthroughs started."
— The outcome every engagement targets

Ready to elevate your team?

We'll show you what your finance function looks like when your people are free to do what they were hired to do.

Start the conversation →