The execution partner for the Office of the CFO. Strategy, FP&A, cash, and the data underneath, for CEOs, CFOs, and PE sponsors who need visibility that drives action.
Clarity is the competitive advantage.
Solutions
Financial leadership and services support for corporate leadership teams and middle-market PE companies. The anchor practice everything else plugs into.
Cash positioned, credit relationships managed, and a liquidity picture leadership can act on, not react to.
From screening through integration, the finance workstream run by operators who have carried deals end to end.
New sponsor, new standard: the reporting cadence, the controls, and the first hundred days handled.
The annual plan and the monthly rhythm, designed once, built in your systems, and run well.
Planning, forecasting, and the reporting infrastructure behind them, enabling a data-forward future state for the function.
The planning function stood up or rebuilt: models, cadence, and the team structure to run it.
Design, review, and build support for budgets and forecasts leadership actually trusts.
The short list of metrics that drive the business, each with an owner and a threshold.
The process and plumbing behind the KPIs, so reporting lands on time without heroics.
Cash visibility, forecasting accuracy, and working capital strategy, run on a weekly rhythm leadership can act on.
Process-level discovery from order to collection: where cash slows down and why.
The rolling view with the low point flagged early, refreshed weekly, labeled by week-ending date.
DSO, DPO, and inventory levers analyzed and worked, not just reported.
The daily cash motion wired from bank to ledger without the manual layer.
A hands-on approach to improving financial performance, stabilizing liquidity, and expanding enterprise value.
Margin walked line by line: pricing, cost, mix, and the actions that move each.
Cash released from the balance sheet before anyone asks for more of it.
The operating model redesigned around capability, with finance leading rather than trailing.
Stabilize liquidity, restore credibility with stakeholders, and buy the time the plan needs.
An operator in the room for the decisions that move enterprise value.
Support for CFOs and deal teams through every phase of the transaction: buy-side, sell-side, and integration.
Buy-side and sell-side diligence support from people who know where surprises hide.
The separated entity's financial story built clean from day one.
Systems, charts of accounts, and reporting consolidated on the deal clock.
The sponsor and stakeholder cadence installed and running from the first month.
Helping finance organizations assess, select, implement, and extract insight-driven value from their technology stack.
The stack assessed against what the function actually needs, vendor noise filtered out.
Sources connected into one governed flow, so every report starts from the same truth.
Data quality and pipeline health watched continuously, not discovered at month-end.
Reporting that refreshes from live data, in the systems you already pay for.
Why Epic
Built for companies scaling faster than their systems.
Approach
One lens on everything we touch: what dies, what runs itself, and what gets your best people.
Identify the work that shouldn't exist. Reports no one reads. Reconciliations that add no value. Meetings that should be a dashboard. We find the drag and remove it.
Explore Delete → Automate The grindMove repeatable work to systems. Journal entries, variance narratives, data consolidation, reconciliation matching. Your team shouldn't be doing what a machine can do better.
Explore Automate → Elevate Your teamFree your best people to do what humans do best: judgment, strategy, relationships. The work that actually moves the business and creates value for your PE partners.
Explore Elevate →Built for the rooms where the numbers matter: investors, boards, and CEOs. And built to elevate the CFO who answers to them.
Resources
Six questions. Ninety seconds. See exactly where your visibility breaks.
Take it →Thirteen weeks, real dates. Slip one receipt and watch the low week move.
Run it live →Raising, transitioning, exiting, integrating, scaling. Five moments, five first moves.
See the scenarios →Your team agrees. Until you ask separately. Eighteen statements, and the spread is the finding.
Run the index →Ten choices. Four styles. Why the same board pack lands four different ways.
Find your style →What the close costs, what the cash cycle holds, and where you stand against the bar.
Open the calculators →The 13-week cash model, the board pack checklist, and the rest of the working library.
Open the library →We embed directly with your team and actually build: the models, the reporting, the data infrastructure.
The Next Move
The raise that needs a model by Friday. The board question you couldn't answer live. The forecast that's really a guess.
Start the ConversationTell us where you sit and what's in front of you.
Practice
The workstreams. Tap one for the detail.