Bob G.

I help small and mid-sized business owners make high-stakes financial decisions with confidence—whether that means running or acquiring a company, raising capital, improving performance, or preparing for an exit.

I work as a fractional CFO and M&A advisor to founders, investors, and management teams, typically in the $2M–$10M revenue range, providing senior-level financial leadership without the cost of a full-time executive.

My background includes 25+ years as a partner at two major CPA firms and 10+ years running my own financial and M&A advisory firm. In addition to advisory work, I have hands-on experience running business units, turning around underperforming operations, and building new practice areas—so my guidance is practical, not theoretical.

How I Help Clients

Fractional CFO & Financial Leadership

-Financial strategy, budgeting, forecasting, and cash-flow modeling
-KPI dashboards and board-level reporting
-Debt and equity financing support
-Pricing, margin improvement, and cost reduction
-Incentive compensation and performance plans
-Tax strategy oversight (in coordination with CPAs)

M&A, Due Diligence & Valuation

-Buy-side financial due diligence & Quality of Earnings (QoE)
-Pre-LOI analysis and valuation
-Deal structuring and acquisition financing
-Sell-side readiness & reverse due diligence
-Partner buyouts and internal transactions

Strategic Growth & Exit Planning

-Growth planning and execution support
-Capital planning for scale
-Exit planning and sale readiness
-Special financial and strategic projects

Selected Engagement Examples

(Representative and anonymized)

-Conducted Q & E Review and financial due diligence and provided lender report for a manufacturing acquisition (~$12M revenue) with lender providing pari passu SBA and traditional financing, relying upon my work.

-Guided and advised the buyer through the valuation, structuring, and financing of a specialty construction company (~$13M revenue).

-Serves as long-time on-going fractional CFO for family or solo owner real estate, SaaS, consumer products, and instructional businesses, providing financial management and reporting, cash flow forecasting and budgeting, oversight of tax matters, and strategic financial advice and guidance.