Expert CFO Leadership to Fuel Growth and Maximize Value
Whether you're scaling fast, preparing for a sale, or trying to make sense of the numbers, TrueNorth gives you strategic CFO guidance without the full-time cost.
Our Services
Transaction & M&A Readiness
Preparing for exit, investment, or acquisition with confidence and clarity.
Exit readiness assessments
Deal negotiation support
Partner/shareholder buyout planning
Business valuation consulting (with 3rd-party validation if needed)
Buy-side financial review and deal assessment
Sell-side due diligence prep and buyer Q&A
Pre- and post-transaction integration planning
Board/investor communication strategy
Collaboration with M&A advisors, legal, and tax teams
Financial Strategy & Business Optimization
Aligning numbers with decisions to drive performance and value.
Business model and pricing strategy review
Cost structure and profitability assessment
Customer and product profitability analysis
Annual budgeting and rolling forecasting
Cash flow forecasting and optimization
KPI development and dashboard design
Budget-vs-actual variance analysis framework
Close process optimization (month-end acceleration)
Finance tech stack evaluation and optimization
Strategic Advisory & Executive Support
Partnering with owners and leadership teams to scale, align, and lead with clarity.
CEO/founder advisory and decision support
Support for strategic planning and alignment
Family business transition support (succession, generational planning)
Leadership team alignment and planning cadence design
Finance team assessment and org structure recommendations
Establishing OKRs or KPI dashboards across leadership
Coaching first-time founders on financial acumen
Risk assessment and insurance optimization
Recruiting and onboarding finance talent (controllers, FP&A, analysts)
About
our company
TrueNorth CFO Solutions provides high-impact financial leadership to growing businesses without the cost of a full-time CFO.
We partner with business owners and CEOs to solve complex business challenges, improve profitability, and prepare for what’s next whether that’s scaling, optimizing operations, or getting ready for a sale. With decades of hands-on experience, we bring strategic clarity, financial insight, and a steady hand to fast-moving teams.
We don’t just manage the numbers, we help you make smarter decisions, unlock value, and move forward with confidence.
Contact Us
Whether you're navigating a transaction, seeking to strengthen your financial strategy, or looking for executive-level financial insight, we’re here to help. Please complete this form and we’ll be in touch shortly to schedule a conversation.