Fractional CFO & Advisors

CFOs for owners looking to sell in 3 to 5 years

We help business owners prepare for sale

Are your financial results demonstrating the potential of your business?

Are you looking ahead at retirement or pursuing your next opportunity?

Position yourself for your next step.

A forward- looking financial leader on your team.

  • Trajectory will evaluate your business from a buyers' perspective and provide areas of improvement for attracting and retaining the right buyers.

    • What are buyers looking for?

    • Does your business have any red flags?

    • What can you do to be proactive as an attractive investment?

  • We help companies identify the risk areas in their financial ecosystem and ensure the data we use is correct.

    Being proactive will not only strengthen strategic processes but will instill confidence in potential buyers reviewing your data.

  • Know where you are going

    Based on the goals of the business, we work with you to establish targets that are reviewed on a regular basis.

    Give your team a marker of success and our team will decipher your results and monitor the improvement of key drivers.

    It is said that It takes 3x as long to reach a goal if you don’t look at it enough.

  • Know where to prioritize

    We use financial insights to target areas of improvement and highest return on investment.

    Set your team up for success and drive sustainability of what you have built.

    Trajectory can help you evaluate the cost/beneift of improvements and how they could support succession.

  • We become a member of your team

    Deepen your in-house financial acumen. We are a resource:

    - Provide scenarios to confidently assess the risk and return of projects, improvements, acquisitions etc.

    - Problem solve on financial issues or inefficiencies.

    - Determine the optimal capital structure and provide visibility on cash management.

    - Mapping out costs of compensation plans or incentive programs.

Registered Chartered Professional Accountants

Giving you access to a CFO at the most important juncture of your career

Be confident that you are setting your team up for continued success and leaving nothing on the table.

Let’s go out on top.

You feel ready, but is your business?

Let’s talk about your goals and how we can work together to reach them.