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

    • Executive-level guidance for critical business initiatives

    • Board-level financial presentations and materials

    • Strategic financial modeling for business transformation

    • Long-term financial roadmap development

    • Board and investor relations management

    • Decision-making frameworks for complex initiatives

    • Financial best practices advisory

    • Performance measurement systems for strategic objectives

    • Strategic change management guidance

    • Business model evolution support

    • Acquisition and integration strategy

    • Market expansion financial planning

    • Long-term sustainability modeling

    • 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:

  1. We'll notify you the following month

  2. Schedule a transition planning session

  3. Implement the tier change at the start of the next billing cycle

  4. 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

Ready to take the next step?