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 sheet, cash flow, and existing controls. Identification of gaps, risks, and immediate priorities. Establishment of reporting frameworks and KPIs aligned to your business goals.
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 variance analysis. Strategic input on pricing, margins, vendor terms, and capital allocation. 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. Preparation of investor-ready financials, deal structuring advice & strategic mapping.
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 sheet, cash flow, and existing controls. Identification of gaps, risks, and immediate priorities. Establishment of reporting frameworks and KPIs aligned to your business goals.
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 variance analysis. Strategic input on pricing, margins, vendor terms, and capital allocation. 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. Preparation of investor-ready financials, deal structuring advice & strategic mapping.
Ideal for businesses navigating complexity or preparing for a significant transaction.
