Clarity.
Confidence.
Control.
the trusted advisor and operational partner for leaders who think big, move fast, and want to grow.
Clarity.
Confidence.
Control.
the trusted advisor and operational partner for leaders who think big, move fast, and want to grow.
Holding for Special Offer… 25% off Advisory Services Contracts through January 31st
Clarity.
Trusted Space to Think Boldy and Strategically
Leading From the Top Can Be Lonely.
You constantly make decisions shaping the future for you, your employees, and your investors- and doing so under constant pressure. Finding a place to have open, unfiltered and qualified brainstorming can be even harder. Finstravi provides that trusted space for executives.
The Power of Thinking Out Loud.
Clarity comes from having a regular candence with a peer who has the executive-level financial insights and experience with which you can think out loud – where ideas, challenges, and opportunities can be explored freely, without polictics, posturing, or risk.
Find Your Trusted Space
Clarify your priorities, align your team, brainstorm freely, and stay focused on what drives growth.
Clarity Fuels Confidence- Data Sustains It.
You constantly make decisions shaping the future for you, your employees, and your investors- and doing so under constant pressure. Finding a place to have open, unfiltered and qualified brainstorming can be even harder. Finstravi provides that trusted space for executives.
Test Assumptions Before Your Act.
Clarity comes from having a regular candence with a peer who has the executive-level financial insights and experience with which you can think out loud – where ideas, challenges, and opportunities can be explored freely, without polictics, posturing, or risk.
Feed Your Intuition
Turn strategic discussions into data-driven plans.
Confidence.
Data-Driven Insights That Strengthen Every Decision
Control.
Strategy into Execution – Exeuction into Momentum
FINSTRAVI
FINance | STRAtegy |
VIsion
Proactive, hands-on financial leadership that turns data into decisive action.
Controls
Having an External Financial Officer is Crucial for a Successful Acquisition
Monthly Financial Statement Prep and Review
Like a health check for your business, CEO Financial Pulse reviews bring an external perspective to your numbers. Evidence shows leaders make stronger decisions when they receive clear, objective feedback—our sessions provide that steady, expert sounding board.
Merger & Acquisition Support
For Businesses on the Grow… Grow Faster
with Finstravi
Finstravi provides end-to-end support for every stage of an acquisition through our signature 4-P Program: Prep, Plan, Pitch, and Production. From initial strategy to post-acquisition integration, we deliver the expertise and bandwidth your team needs to navigate complexity, reduce risk, and accelerate success. We also assist in securing financing from investors and lenders—ensuring you have the resources and guidance to complete your deal with confidence.
The Prep
The Pitch
The Prep
The Production
unleash the power of FORWARD-LOOKING
Open-Book Management
Financial and Operational scoreboards (KPIs) allow you and your team the ability to always know if you are winning or losing. Building on the power of open-book management, our team can help implement a forward-looking strategy that aligns the entire company toward higher revenue, higher profits, and higher engagement.
Advisory Services
Board Membership
Strategic Planning Facilitation
Crisis Management
Debt Restructure
Scenario Analysis & Modeling
Risk Analysis
Policy Alignment
Systems Review
Turn Around Strategy
Key Customers
High-Growth Startups
For startups looking to scale quickly, a fractional CFO provides a strategic, cost-effective solution that supports both growth and financial discipline.
Businesses
Gain significant advantages from a fractional or interim CFO, especially when your financial needs have outgrown basic accounting but don’t yet justify a
full-time CFO.
Guided Orgs
Fractional CFOs provide critical financial oversight, strategic planning, and regulatory compliance at an affordable cost, allowing the non-profit to focus on their mission and expand their impact without the financial strain of a full-time CFO.
Schedule Your Free Consultation
Unlock your business’s potential with our expert financial guidance. Schedule a free consultation today to discuss how we can support your financial goals.
Annual Planning Facilitators
Let us lead your annual planning retreat. Our independent facilitators cover the four focuses of your business: operational, market, finance, and people/culture. We can also plan your entire retreat with venue selection and activities.
The CFO Hotline
Urgent need for expert financial guidance? Whether you’re expanding to a new state, sourcing critical resources, or facing a time-sensitive decision, our CFO Hotline is here to provide immediate, actionable advice to keep your business moving forward!