At Merrion Advisory Partners, we work alongside business owners and leadership teams as a trusted financial partner. Our fractional CFO services bring senior-level financial strategy, controls, and execution to businesses that are scaling, navigating complexity, or preparing for a significant transaction without the commitment of a full-time hire.
Stage 1
Financial Foundation & Assessment - A comprehensive review of your current financial position. Full analysis of P&L, balance sheets and cash flow management.
Ideal for businesses seeking clarity and control over their finances.
Stage 2
Ongoing CFO Partnership - Embedded senior financial leadership on a fractional basis. Monthly and quarterly reporting, cash flow management, budget oversight, and capital financing. Direct support to the owner or CEO as a trusted financial partner.
Ideal for growing businesses that need senior financial expertise without a full-time hire.
Stage 3
Strategic & Transaction Support CFO-level support through significant business events such as strategic expansion, downsizing, audits, or ownership transitions.
Ideal for businesses navigating complexity or preparing for a significant transaction.
At Merrion Advisory Partners, we work alongside business owners and leadership teams as a trusted financial partner. Our fractional CFO services bring senior-level financial strategy, controls, and execution to businesses that are scaling, navigating complexity, or preparing for a significant transaction without the commitment of a full-time hire.
Stage 1
Financial Foundation & Assessment - A comprehensive review of your current financial position. Full analysis of P&L, balance sheets and cash flow management.
Ideal for businesses seeking clarity and control over their finances.
Stage 2
Ongoing CFO Partnership - Embedded senior financial leadership on a fractional basis. Monthly and quarterly reporting, cash flow management, budget oversight, and capital financing. Direct support to the owner or CEO as a trusted financial partner.
Ideal for growing businesses that need senior financial expertise without a full-time hire.
Stage 3
Strategic & Transaction Support CFO-level support through significant business events such as strategic expansion, downsizing, audits, or ownership transitions.
Ideal for businesses navigating complexity or preparing for a significant transaction.
