Advisory Services
Financial Consulting Services
Financial analysis that optimizes capital allocation and scales your margins.
Is this you?
You're raising capital or closing an acquisition and need a model investors will actually trust.
Your margins should be climbing as you grow, but they have stalled and nobody can say exactly why.
You have a specific financial question, a debt refinance, a pricing reset, a big equipment purchase, that needs a project, not a full-time hire.
If any of those sound familiar, or call +1 (305) 819-3675.
Growth stalls without a model behind it
Scaling companies hit a ceiling when cash flow is not modeled, debt is structured against them, or there is no forward-looking financial strategy behind the growth plan. The ceiling does not announce itself, it just shows up as margins that stop moving.
8 to 16 weeks
Typical length of a project-based finance consulting engagement
Why owners choose us for this
Built for one specific job, not a monthly retainer.
Engagements are scoped around a single outcome, a capital raise model, an M&A analysis, a margin study, with a fixed timeline agreed up front.
You own the model when the engagement ends.
You leave with a finalized financial model your team owns outright, a written executive summary, and a quarterly advisory check-in for 12 months after handoff.
Your financial data stays confidential.
Every engagement runs under a signed confidentiality agreement (NDA) in a restricted-access environment, with file access limited to the partners assigned to your engagement.
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What you actually get
Scenario models and margin analysis that tell you exactly where to deploy capital.
Ready when you are
How it works
- 1
Diagnostic
A thorough analysis of your current operational margins, unit economics and capital structure.
- 2
Strategy
We build the financial models that dictate exactly how and when to deploy capital for maximum return.
- 3
Execution
We hold quarterly advisory sessions with your leadership to ensure the financial blueprint is executed.
Included Services & Outcomes
Questions
Finance Consulting FAQ
How is this different from your Fractional CFO service?
Fractional CFOs embed into your leadership team for ongoing overall management. Finance consulting is specialized, project-based work, such as modeling a specific M&A acquisition or restructuring a debt facility.
Do you help secure venture capital?
Yes. We build the financial models, LTV to CAC analyses and pro-forma projections that institutional investors expect before writing a check.
How long does a typical engagement run?
Most project-based engagements run 8 to 16 weeks, scoped around a specific deliverable such as a capital raise model, M&A analysis or margin-optimization study.
What do you actually hand over when the engagement ends?
A finalized financial model your team owns outright, a written executive summary with specific recommendations, and a quarterly advisory cadence for 12 months after handoff.
How do you protect our sensitive financial data?
Every engagement runs under a mutual NDA inside a restricted-access environment. Files are encrypted at rest and in transit, and only the partners assigned to your engagement can access them.
Put SMAART Advisors on your finance consulting
Book a free consultation. We'll review your situation, quote a fixed fee, and show you exactly what we'd do differently.