
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.



Cervin acts as your fractional CFO, owning forecasting, cash, and reporting, and connecting operating drivers to financial outcomes. You get board-ready numbers, real runway visibility, and sharper decisions, with a monthly cadence the board recognizes.

Cervin CFO prepares the model, normalized EBITDA, data room, and transaction narrative, tightens the close, and resolves diligence issues before buyers see them, so your financials are ready and your valuation holds.

Cervin reviews AI-generated financial outputs, challenges assumptions, flags errors, and builds defensible ROI and payback analysis. We stand up lightweight governance so leadership never makes a real decision on an unverified number.

Cervin serves as the finance operator translating the investment thesis into a financial roadmap, margin, working capital, cost, and reporting, and drives execution through the hold period toward an exit-ready state.

Cervin builds driver-based forecasting and scenario models tied to your real operating drivers, sets a planning cadence, and translates strategic options into financial tradeoffs, so you see the cash and margin impact before you commit.

Cervin builds and runs forward cash visibility, including 13-week direct forecasting, manages working capital, and frames financing and investment decisions against liquidity and risk so you act on defensible numbers, not guesswork.

Cervin defines the metrics that matter for your model, builds a live dashboard, and designs a board and investor reporting package with variance commentary and a clear cadence, so reporting is fast, trusted, and investor-grade.

A fixed-scope CFO diagnostic of your reporting, profitability, cash, and forecasting, delivered as a written findings document with a prioritized 30–90 day action plan you can act on immediately.

Cervin delivers a readiness scorecard, normalized EBITDA workbook, investor/buyer-ready model, and data-room build, addressing the valuation risks that surface in diligence before buyers see them.

Cervin inventories your AI use cases and spend, scores ROI and payback, reviews output reliability, and drafts lightweight governance, delivered through a structured leadership session and a written impact report.

Cervin builds a live dashboard tracking revenue, margin, EBITDA, cash, working capital, and model-specific KPIs, with board, investor, and lender views, replacing static spreadsheets with decision-ready visibility.

Cervin builds a driver-based 13-week direct cash model, documents the assumptions, and sets up a weekly update cadence, giving you a lender- and board-ready view of cash and the runway to act.

Cervin runs AI-assisted ratio, trend, and variance analysis across your financials, reviewed and signed off by a CFO, and delivers a health scorecard, red-flag list, and recommended actions, fast.

Cervin builds a board pack template, KPI appendix, and variance-narrative structure on a defined cadence, then produces the first pack with your team reporting that meets the standard sponsors and investors expect.

Senior CFO cadence for founder-led companies finding their financial footing.
Deeper FP&A, cash, and reporting for companies scaling or preparing to raise.
Full finance-operator engagement for PE-backed and exit-bound companies.
Most engagements begin with a CFO Diagnostic; the fee is credited toward the retainer or project that follows.