HOW TO WORK WITH US
CFO Advisory & Capital Markets Services
You shouldn't need a Fortune 500 balance sheet to get real financial advice.
Every large company has a finance team whose only job is to make sense of the numbers: a controller watching the details, a CFO deciding what to do next, and often someone in the room who's actually sat across the table from a lender or an investor. Most companies between $1M and $25M+ in revenue don't have access to that team.
Axle fills that gap. Every relationship starts with a Diagnostic, so you know exactly where you stand before you commit to anything, and builds from there into an ongoing CFO relationship sized to your business, not a one-size-fits-all engagement.
Our goal is that business owners will:
Anticipate how a buyer, lender, or investor sees your numbers, and what it takes to make them stronger.
Walk into a debt raise, acquisition, or exit already prepared, not scrambling to catch up mid-deal.
Know where your margin is going before it becomes a problem.
How it Works
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Diagnostic
A fixed-fee financial health assessment; two to three weeks; ends with a clear recommendation
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Onboarding
Six to eight weeks; we clean up the data, build your forecast model, and design your reporting.
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Ongoing Engagement
Clarity Cash visibility for growing businesses ($1-3M of revenue)
————————————————————
Command Full CFO partnership ($4-15M of revenue)
————————————————————Growth Partner Board-ready leadership ($6-25M+ of revenue and investor-backed)
Project Engagements (available at any stage)
Expansion Analysis • Sale Readiness • Debt Raise • Interim CFO • Succession Planning • Acquisition Support • Quality of Earnings • Valuation
Retainer clients receive preferred pricing
Financial Services
Ongoing Engagement Packages
Clarity
Command
Growth Partner
Who It's For
BEST FIT
Owner-operated businesses of $1–3M revenue that need dependable cash visibility
Businesses of $4–15M revenue with an internal bookkeeper or controller, ready for full CFO leadership
Companies of $6–25M+ revenue, investor-backed businesses, and owners preparing for boards, lenders, or an eventual exit
THE QUESTION
WE ANSWER
"Where does our cash stand, and where is it heading?"
"How do we run this like a bigger company?"
"How do we become credible to boards, lenders, and buyers?"
What's Included
CASH &
FORECASTING
13-week rolling cash forecast, updated every two weeks
13-week cash forecast plus quarterly reforecast
13-week cash forecast plus a rolling 12-month reforecast, updated monthly
REPORTING
Monthly financial summary in plain English
Full monthly package: financial statements, KPI dashboard, budget-to-actual commentary
Everything in Command, plus board and investor reporting
PLANNING
Annual budget
Scenario-based annual budget, set each fall
Scenario budget plus one strategic project each year (new division analysis, capital expenditure model, or labor review)
BANKING &
CAPITAL
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Covenant management and lender communication
Everything in Command, plus a continuously maintained lender- and investor-grade financial model, ready for any opportunity
MEETINGS
Monthly owner call
Monthly leadership meeting plus quarterly strategy session
Weekly leadership cadence plus board meeting attendance
Investment
MONTHLY
$2,500
$6,000
Custom Quote
REFERRALS
For CPA Firms
Axle works with CPA firms who want a fuller service lineup, a referral partner who takes on the CFO-level advisory your clients need while sending you their bookkeeping and tax work in return. Whether it's forecasting, a financing package, or capital-markets work, we build the relationship around what each firm does best.