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Financial Leadership
for Visionary Businesses

Fractional
Interim
Project
Advisory
FINSTRAVI

FINSTRAVI

FINance | STRAtegy |
VIsion

Finstravi delivers clarity through actionable financial intelligence — not reports for reports’ sake. We transform complex financial data into powerful, decision-ready insights that help leadership make confident, timely choices. Beyond traditional advisory, we act as operational partners, embedding financial discipline and foresight into your business. Our team drives measurable outcomes by optimizing cash flow, improving profitability, and uncovering growth opportunities. Whether it is day-to-day financial management or guiding your M&A activity, we provide the leadership and expertise to turn your numbers into your strongest strategic advantage.
How to Get Started
CFO Services
CFO Services
M&A Support
M&A Support
OBM Support
OBM Support
Advisory Services
Advisory Services
Strategic CFO Services

Proactive, hands-on financial leadership that turns data into decisive action.

From budgeting and forecasting to cash flow management and compliance, Finstravi goes beyond standard reporting to deliver clear, decision-ready insights. Our experts embed best practices and financial discipline into your day-to-day operations, ensuring accuracy, control, and continuous improvement. Whether interim, fractional, part-time, or project-based, we act as operational partners — driving strategic decision-making, optimizing processes, and fueling sustainable growth at every stage of your business.
Financial Strategy & Planning
Financial Strategy & Planning
Cash Flow & Treasury Management
Cash Flow & Treasury Management
Investor & Stakeholder Relations
Investor & Stakeholder Relations
Budgeting & Forecasting
Budgeting & Forecasting
Risk Management & Controls
Risk Management &
Controls
Leadership & Team Management
Leadership & Team Management
Financial Reporting & Compliance
Financial Reporting & Compliance
Capital Structure & Financing
Capital Structure & Financing
Having an External Financial Officer

Having an External Financial Officer is Crucial for a Successful Acquisition

Acquisitions are complex and high-stakes. Even the best CEO or CFO cannot be in two places at once. Finstravi provides the additional power, specialized expertise, and bandwidth your finance team needs during critical acquisition moments. We strengthen your existing leadership with focused attention on due diligence, risk assessment, and financial clarity — increasing efficiency, reducing risk, and improving the likelihood of a successful acquisition.
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Having an External Financial Officer
Monthly Financial Statement Prep and Review img

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.

As Low As $395 A Month

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.

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The Prep icon

The Prep

The Pitch

The Pitch

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The Prep

The Production

The Production

Open-Book Management

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.

KPI Management
Internal Financial Reporting
Trend Analysis
High-Involvement Planning
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board room, c suite, project team

Advisory Services

Harness Finstravi’s deep expertise and strategic perspective to strengthen your boardroom and executive decision-making. Our high-level guidance drives long-term success, builds investor confidence, and ensures every move is grounded in actionable financial insight. We empower your C-Suite and project teams to navigate challenges, capitalize on opportunities, and execute with confidence and precision.
Board Membership icon

Board Membership

Strategic Planning Facilitation

Strategic Planning Facilitation

Crisis Management

Crisis Management

Debt Restructure

Debt Restructure

Scenario Analysis & Modeling

Scenario Analysis & Modeling

Risk Analysis

Risk Analysis

Policy Alignment

Policy Alignment

Systems Review

Systems Review

Turn Around Strategy

Turn Around Strategy

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FINSTRAVI

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.

High-Growth Startups
Established Small-Mid
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.

Established Small-Mid Businesses<br />
Non-Profits & Mission-
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.

Non-Profits & Mission-Guided Orgs<br />
Schedule Your Free Consultation

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.

Book Now

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.

Get More Information
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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!

Book an Hour for $195!
The CFO Hotline<br />