
Partner
Partner is our executive-level guidance.
Executive-level financial guidance that transforms your finance function from operational necessity to strategic advantage. The perfect complement to your established internal team.
Ideal For Companies Who:
Have established financial infrastructure
Need ongoing strategic guidance
Want high-level accountability
Seek continued optimization
Value executive-level perspective
Partner Structure
$20,500 / Month
Same dedicated Director who knows your business intimately
Executive-level financial leadership for strategic initiatives
Monthly strategic guidance sessions
Quarterly board preparation support
On-call strategic counsel for critical decisions
Team availability: 10am - 4pm CST Monday to Thursday
60-day notice required for cancellation or renewal
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Executive-level guidance for critical business initiatives
Board-level financial presentations and materials
Strategic financial modeling for business transformation
Long-term financial roadmap development
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Board and investor relations management
Decision-making frameworks for complex initiatives
Financial best practices advisory
Performance measurement systems for strategic objectives
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Strategic change management guidance
Business model evolution support
Acquisition and integration strategy
Market expansion financial planning
Long-term sustainability modeling
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Finance leadership mentoring and coaching
Team structure evolution guidance
Culture-building for finance organization
Executive team collaboration frameworks
Succession planning for finance leadership

Pricing
Graduation to Partner: You'll advance to PARTNER when ANY ONE of these occurs.
1.) Team Autonomy:
You've established a clear Finance/Accounting leader representing the function
Why this triggers an upgrade: Your needs have evolved from operational support to executive-level strategic guidance for your finance leadership.
2.) Business Scale:
Your revenue exceeds $15M ARR (based on trailing 3 months × 4)
Why this triggers an upgrade: At this scale, the strategic financial needs of the business require CFO-level expertise and guidance.
3.) Transformation Needs:
Your business requires strategic transformation initiatives
Why this triggers an upgrade: These complex initiatives require executive financial leadership rather than operational support.
4.) Capital Events:
You're preparing for a significant liquidity event
Why this triggers an upgrade: Sale preparation, IPO readiness, or major fundraising requires specialized strategic financial leadership.
5.) Capital Events:
Your company exceeds 100 employees
Why this triggers an upgrade: This organizational scale typically requires more sophisticated financial leadership and strategic guidance.
What Happens When a Trigger Is Reached:
We'll notify you the following month
Schedule a transition planning session
Implement the tier change at the start of the next billing cycle
Provide a detailed service evolution plan
This transparent approach ensures you receive the right level of service for your evolving business needs, with no surprises or arbitrary price increases.
The Partner Difference
While GROW focuses on building and running your financial operations, PARTNER shifts to purely strategic guidance. Your internal team handles day-to-day execution while we provide the executive financial leadership that drives strategic advantage.
What’s Not Included
Direct team management
M&A advisory or execution
Tax preparation, planning, or strategy
Audit and assurance services
Investment advice
Legal advice
Insurance advice
Valuation services
