Senior finance leadership, exactly where you need it.
Engage Blue Oak for a single critical project or as your ongoing finance partner. Either way, you get the judgment of an executive who has run a full finance organization.
Your CFO — without the full-time cost.
A consistent, senior finance leader who owns the numbers, sharpens decisions, and represents the company with banks, investors and auditors.
- Know your cash position weeks ahead, not after the fact
- Margin insight down to the channel and SKU
- A finance voice in every major decision
What’s included
- Monthly financial review and management reporting
- Cash-flow forecasting and working-capital management
- Budgets, rolling forecasts and multi-year plans
- KPI dashboards by brand, channel, product and customer
- Pricing, margin and cost-reduction analysis
- Leadership meetings, board decks and investor updates
- Oversight of your accounting team or outside providers
Bankable numbers. Better terms.
Lenders back companies that understand their own numbers. We prepare you for the conversation — and sit beside you in it.
- Stronger terms and more flexible covenants
- Credibility with banks from day one
- Capital structured around your growth plan
What’s included
- Lender-ready financial packages and business plans
- Debt raises, refinancing and asset-based lending (ABL)
- Credit agreement review, negotiation and amendments
- Covenant compliance and lender reporting packages
- Lender and investor calls
- Financial models and projections for investors
- Capital structure and cash-flow optimization
From diligence to closing — and what comes after.
Whether you’re buying, selling, bringing in investors or transitioning to employee ownership, we help you prepare, negotiate and execute.
- Fewer surprises in diligence
- A cleaner, more defensible valuation story
- A smoother transition for owners and employees
What’s included
- ESOP readiness, transition and ongoing ESOP finance
- Buy-side and sell-side financial due diligence
- Quality-of-earnings (QoE) preparation and support
- Letters of intent, deal modeling and partner buyouts
- Carve-outs, spin-offs and entity restructuring
- Public-company audit (PCAOB) and SEC-filing readiness
- Post-merger integration of finance and systems
Books you can trust. Reports you can use.
Every growth plan rests on accurate numbers. We clean up, catch up and set up a finance function that closes fast and answers real questions.
- A close measured in days, not weeks
- Financials ready for a bank, buyer or auditor
- Clarity on profitability by line of business
What’s included
- Accounting clean-up and catch-up
- GAAP-aligned financial statements and restatements
- Month-end close design — faster and more reliable
- Revenue, merchant and payment-processor reconciliations
- Audit readiness and auditor coordination
- Monthly bookkeeping and close for smaller businesses
- Tax planning and compliance support (business and owner)
Scale without the chaos.
Growth breaks spreadsheets. We select, implement and connect the systems and controls that let your business scale cleanly.
- Less manual work every month
- Controls that protect cash and reputation
- Processes that hold up as you grow
What’s included
- ERP selection and implementation (e.g., NetSuite)
- Integrations: payroll, warehouse (WMS), sales channels
- Internal controls, approvals and fraud prevention
- Standard operating procedures for finance
- Inventory accuracy and cost accounting
- Insurance and risk program reviews
- Retirement and benefit plan setup support
A trusted sounding board at the top.
Founders, CEOs and boards call on Blue Oak for an experienced, independent perspective on the decisions that shape the company.
- Decisions grounded in numbers
- A finance team that grows with the business
- Leadership aligned on what matters
What’s included
- Strategic and financial planning with leadership
- Board meeting preparation and presentations
- Management incentive and equity plan design
- Entity structure and reorganization planning
- Hiring, building and developing the finance team
- Vendor and key-agreement negotiations
- Advisory to other executives and functional leaders
Not sure where to start?
Most clients begin with a short diagnostic: we review your financials, systems and goals, then recommend the right next step — no long commitment required.