CFO Services

At Sagamore Advisory, we provide fractional CFO services designed to meet you where you are—and take you where you want to go. Our approach is structured into four progressive levels, each tailored to support your business’s financial clarity, operational strength, and long-term value.

Phase 1: Discovery

Before we can provide strategic financial leadership and tailored CFO support, we begin with a comprehensive Discovery phase. This step is essential to gain a clear, accurate picture of your organization’s current financial health, operational structure, and reporting environment.

During this phase, we’ll request and review key documents and data. This initial step allows us to identify immediate priorities, spot inefficiencies, and begin shaping the financial strategy to support your growth goals. All information shared with us is treated with the highest level of confidentiality and care.

Phase 2: Foundation - Establishing Control & Clarity

We start by building a strong financial foundation. This stage ensures your internal systems are solid, giving you the clarity needed to make informed decisions.

  • Internal Accounting Setup & Oversight

  • Monthly Financial Closing & Reporting

  • Streamlined Internal Processes

  • Cash Flow Monitoring & Management

  • Coordination with External Advisors

Phase 3: Health - Driving Financial Stability & Operational Efficiency

Once the foundation is in place, we shift focus to improving financial health and operational performance.

  • Budgeting & Financial Forecasting

  • Operational & Production Efficiency Reviews

  • Banking Relationships & Capital Strategy

  • Ongoing Coordination with External Advisors

Phase 4: Growth - Scaling with Confidence

At this level, we align your financial strategy with your growth ambitions, identifying risks and ensuring sustainable revenue generation.

  • Strategic Business Planning

  • Risk Identification & Mitigation

  • Revenue Strategy & Optimization

  • Establishing an Operating Rhythm for Accountability

  • Continued Coordination with External Advisors

Phase 5: Value - Maximizing Long-Term Worth & Exit Readiness

We help owners prepare for the future—whether that means succession, sale, or simply maximizing business value.

  • Succession & Exit Strategy Development

  • Business Readiness & Attractiveness Assessments

  • Valuation Strategy: Price & Multiple Optimization

  • Final-Stage Coordination with External Advisors