Mountain peak reflected in an alpine lake at sunrise
Leadership team meeting in a high-rise office
Whether you are a high-growth founder preparing for an exit in the next 6–24 months or a PE-backed portfolio company seeking to scale, we provide experienced fractional CFO leadership designed to increase enterprise value and improve decision-making.
Leadership team meeting in a high-rise office
Mountain peak reflected in an alpine lake at sunrise
Whether you are a high-growth founder preparing for an exit in the next 6–24 months or a PE-backed portfolio company seeking to scale, we provide experienced fractional CFO leadership designed to increase enterprise value and improve decision-making.
25+
Years of Finance Leadership
$26M+
Enterprise Value Generated
$5M+
Growth Capital Raised
7
Industries Served

 Founder-led, PE-backed portfolio, and SMB companies · eCommerce, SaaS, Manufacturing, Healthcare, Professional Services · Lender, investor, board, and buyer-ready finance functions.

How it Works

Diagnose the gaps. Build the roadmap. Operate with CFO discipline.

01
Diagnose

A Fixed-Fee Diagnostic
Sprint gives you a
prioritized read in 2-3
weeks, credited
toward whatever follows

02
Roadmap

The 30-90 day action
plan becomes the
engagement scope.

03
Operate

A monthly CFO cadence
the board recognizes:
forecast, cash, KPIs,
decisions.

Sound Familiar?

If any of these sound familiar, finance has fallen behind the business.

You're making growth, hiring, pricing, and financing decisions without a clear financial picture, and the board or lender now wants more than your accountant can produce.
A capital raise, acquisition, or exit is on the horizon within 6–24 months, and you know diligence will surface issues that could cut valuation or stall the deal.
A portfolio company has weak finance operations, reporting below sponsor standard, or a value-creation plan that isn't translating into financial execution
Core CFO Advisory

Fractional CFO advisory for companies scaling, raising, or preparing to sell

Cervin CFO Advisory gives founder-led and PE-backed companies senior CFO leadership without the cost of a full-time hire, connecting cash, margin, and operations to the decisions that build enterprise value.

Start with a fixed-scope sprint or bring Cervin in as your ongoing CFO.
See all 14 ways to work with Cervin
Who We Help

CFO leadership for founders and PE-backed companies & sponsors, building enterprise value

You've outgrown the bookkeeper and the controller. Now the growth, hiring, pricing, and financing decisions need a financial picture you can act on, and a partner who has run this climb before.
For founder-led companies
Sponsor-standard reporting, a value-creation plan that executes in the numbers, and a portfolio company that is exit-ready from Day 1, not Month 18.
PE-backed companies
Client Perspectives

Trusted by leaders at critical moments of growth, change, and value creation

“Cervin CFO stepped in as our Interim CFO during a critical period and quickly brought clarity, discipline, and strategic focus to our financial operations. Their steady leadership, sharp financial acumen, and ability to drive results made a meaningful impact on our organization, including helping us secure access to growth capital.”
Andy Wagner
CEO Hera Health
"I've spent 25+ years in the rooms where these decisions get made — as a finance operator for founder-led, PE-backed, and SMB companies. Cervin exists to give you that judgment without the full-time cost."
Meet Andy
FAQ

Questions leadership teams ask before bringing in CFO support

Clear answers on how Cervin CFO works, when to engage, what it costs, and how senior finance support helps companies scale, raise capital, improve visibility, and prepare for a transaction.

How is a fractional CFO different from my bookkeeper or controller?

Your bookkeeper records what happened. Your controller makes sure the books are accurate. A fractional CFO helps decide what happens next: cash planning, forecasting, capital allocation, pricing, hiring, margin improvement, fundraising readiness, and exit preparation. Cervin CFO brings the senior financial judgment and operating cadence that founders, investors, lenders, and boards expect.

What types of companies are the best fit for Cervin CFO?

Cervin CFO is best suited for founder-led, investor-backed, and PE-backed companies that have outgrown basic accounting but are not ready for, or do not need, a full-time CFO. The strongest fit is usually a company facing a major inflection point: growth, margin pressure, cash constraints, fundraising, lender reporting, acquisition, exit readiness, or board-level reporting needs.

What do we actually receive during a CFO Diagnostic Sprint?

The CFO Diagnostic Sprint gives you a clear read on the current state of your finance function, cash position, reporting quality, KPI visibility, forecast readiness, and key financial risks. The output is a prioritized CFO roadmap that identifies what needs to be fixed, what can be improved quickly, and what should become part of an ongoing CFO operating cadence.

How quickly can you start, and how much of my team’s time does it take?

Onboarding is measured in days, not months. The CFO Diagnostic Sprint typically runs over 2–3 weeks and is designed to work from your existing financial data, reports, systems, and management materials. Your team’s lift is intentionally kept light: we focus on the highest-value information first, then identify the gaps that matter.

We are 6–24 months from a raise, sale, or major financing event. Is it too early?

No. That is often the right time to start. Valuation, lender confidence, and investor readiness are protected by fixing financial, reporting, cash, and diligence issues before they become visible to buyers, investors, or lenders. Waiting until the final 60 days is usually more expensive, more disruptive, and more risky.

Can Cervin CFO work with our existing finance team?

Yes. Cervin CFO is designed to complement your existing bookkeeper, controller, accounting team, or outsourced accounting provider. The goal is not to replace the team that keeps the books moving. The goal is to add CFO-level structure, financial interpretation, forward-looking planning, and executive decision support above the accounting layer.

Bring clarity to your next financial decision.

In a focused 30-minute conversation, we’ll identify the financial priorities, risks, and opportunities that matter most — and determine whether Cervin CFO is the right partner for what comes next.