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.