Planning, Problem Solving, and Strategic Finance
We empower CEOs and teams to turn challenges into opportunities
How can we help your business grow?
Take our 5-minute Strategy Assessment and Book a Discovery Call
What We Do
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Get your organization aligned, focused, and future-ready with a comprehensive strategic planning package designed to guide you through building a clear and actionable 2026 plan. This engagement blends expert analysis, collaborative planning, and practical tools to ensure your leadership team is set up for confident decision-making in the year ahead.
Packages Include:
• Strategic Readiness Assessment
A brief but targeted diagnostic to evaluate your current priorities, challenges, and preparedness for 2026 planning. This helps us identify blind spots and opportunities before we begin.• Materials Review & Organizational Scan
Your consultant reviews key supplemental materials—past plans, performance data, org charts, financials, and competitive insights—to ground the engagement in real context.• Strategy Sessions
Deep-dive working sessions designed to clarify goals, align your team, pressure-test assumptions, and shape a coherent 2026 strategy. Sessions can be structured around vision setting, scenario planning, prioritization, or roadmap creation—tailored to your needs.• Draft 2026 Strategy Framework
A polished strategic outline that captures your top priorities, measurable objectives, and recommended initiatives for 2026.• Action Roadmap & Next-Steps Guide (Comprehensive Package)
You’ll receive a clear next-steps document outlining responsibilities, timelines, and suggested operational actions to carry your strategy forward.• Quarterly Check-ins (Comprehensive Package)
Four calls to check-in on your 2026 Strategy• Optional Add-Ons
Budgeting and forecasting, financial and operating models, pricing and product analyses, stakeholder interviews, competitive research, facilitation of team workshops, or presentation-ready decks for board or investor communication. -
We provide project-based and longterm support in business decision making, including:
Business plan creation, updates and feedback
Market and competitive analyses
Pricing and product research
Business development planning and infrastructure
Financial and operating models
Supply chain and human capital planning
Merger integration
Deal and diligence support
Risk management
We also provide leadership during transitions, such as when a company is between full-time hires or going through significant changes, including:
Fractional Executive (COO and CFO)
Interim Chief of Staff
Advisor roles
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We work with businesses and nonprofits to identify opportunities for improvements in business processes, including:
Operational Audits
Operational planning and updates to business processes
Project management
Organizational design and hiring support
Systems infrastructure, include finance and accounting systems
Technology and data practices
Employee handbooks and company manuals
Identifying cost efficiencies
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We help businesses fill in gaps on their marketing team by providing:
Pitch Decks
Copywriting
Design
Branding
Social media planning
Marketing campaigns
Other creative support
Who do we work with?
Current + Previous Projects
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Managed business planning, capital raising, M&A pipeline development, and merger integration for a financial services company, resulting in $200M in capital from Crestview Partners and a successful platform M&A acquisition
Supported leadership of a services company with 2026 strategic and financial planning, including analyzing internal investment opportunities at 12 branches, redesigning commission structure to align incentives and financial strategy with operational goals, building multi-scenario financial models, and preparing Board presentations
Served as interim CFO of non-profit and C-Corp; revamped accounting systems; managed P&L, audit and PPP; developed and executed pandemic response plans, including organizational re-design and Board reporting
Launched two enterprise pilots and hired team of nine as interim COO of a mobility startup in the Philippines; hired and co-led four-person marketing team
Served as fractional CFO/COO for an omni-channel personal goods company; conducted forecasting, pricing, KPI tracking and supply chain analyses, resulting in ~8% lower costs
Supported CEO of a B2B SaaS company in the climate tech space with financial modeling, pitch deck creation, business development infrastructure, hiring of senior staff and developing messaging
Led strategic finance analyses and partnership evaluations for a clean energy infrastructure company, enabling disciplined capital planning, structuring successful partnership agreements, and securing financing to meet cash flow needs
Completed analysis of financial results and business practices for an art gallery and provided recommendations on real estate, hiring and billing practices
Advised a healthcare data and consumer goods company; built financial model for multiple business lines and assisted CEO with successful VC fundraising round
Built a financial model for a rapidly growing e-commerce company in the food and beverage space and assisted CEO with decision making regarding brick-and-mortar expansion vs. further investment in digital
Provided forecasting support for a healthcare CEO considering the sale of a business vs. continued investment
Supported the CEO of a music entertainment business with financial modeling, fundraising and growth plans
Assisted two health-tech founders with business planning, including helping them to determine their business model, pricing, strategy, funding needs and human capital planning; built financial model and pitch deck resulting in successful pre-seed funding
Conducted market research for a longevity company, created business model and product offerings, designed company assets and created pitch materials
Conducted a multi-year LTV analysis for a consumer goods company
Built financial models for commercial and residential real estate developers
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Conducted an operational audit for a rapidly growing e-commerce company, including creating guides for customer support, inventory processing and damages and marketing; assisted with supply chain analyses and hiring decisions
Conducted an audit for a talent agency, resulting in improvements in business development and talent relationship management; supported CEO in decision making regarding employees and promotions
Assisted an investment company in screening applicants for investment analyst positions
Led technology innovation of a non-profit’s finance and accounting systems, including updating bill pay practices and accounting software
Led project management of a 400-person event with a speaker series and a cocktail reception
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Created materials explaining complex fintech concepts for non-technical sales meetings
Built a comprehensive course on investment banking fundamentals for a global education company
Designed a case study simulating the M&A process, including data room creation, employee interview videos and mock company branding
Designed marketing collateral for a mobility tech company, climate-tech company, healthcare company and a lifestyle brand
Created Adobe and Figma designs for a dating and relationships app
Designed a consumer facing dashboard for a financial services company
Provided copy support for a consumer goods company
Co-Founder of $200M PE Backed Startup
“Stephanie was instrumental in helping get our new company going. She stepped in to help anywhere needed, applying her diverse skillset from financial and analytical to creative and visual. It was great having her involved in our startup.”
Mobility Startup Investor / GP
“We hired Stephanie as a consultant. We got a fractional CFO, a strategic corporate development specialist, and a marketing and ops genius. She is what we call a force multiplier. She is hugely talented and an asset to any organization.”
Additional references available upon request