From owner-operated to nine figures.
Blue Oak works with companies that are serious about growth — whether that means a cleaner set of books this quarter or a successful exit in three years.
The right level of support for where you are
Small & owner-led businesses
You’ve outgrown a bookkeeper or a once-a-year tax meeting. You need accurate monthly financials, a clear view of cash, and someone experienced to call when big decisions come up.
Growth-stage companies
Sales are climbing, but so is complexity: new channels, new entities, new hires, inventory, financing. You need forecasting, reporting and controls that keep up — and a CFO-level partner to lead them.
Mid-market & nine-figure companies
You have a finance team, but need executive leadership: between CFO hires, alongside a controller, or for a major initiative such as a refinancing, system implementation or audit.
Owners planning what’s next
A sale, an ESOP, a new investor, a partner buyout or succession. Preparation drives value — and the earlier we start, the more options you have.
Deep experience where products, channels and cash move fast
Direct-to-consumer & omnichannel
Health, beauty, wellness, apparel, supplements and pet brands selling online, through marketplaces, retail and distribution.
- Channel and SKU profitability
- Merchant fees, chargebacks and returns
- Marketing spend efficiency
Manufacturing & labs
Contract manufacturers, formulators and production businesses.
- Inventory and cost accounting
- Capacity and capex planning
- Customer and product margin
Distribution & importing
Wholesale, importing and distribution companies managing inventory and working capital.
- Working-capital and ABL lines
- System upgrades
- Vendor and customer terms
Hospitality, wine & real estate
Wineries, hospitality operators and real-estate-heavy businesses seeking financing.
- Lender packages and land/expansion loans
- Multi-entity reporting
- Business plans for growth
Professional & business services
Agencies, consultancies, security, media and service firms.
- Partner compensation models
- Cash collection and DSO
- Pricing and utilization
Construction & trades
Contractors and trade businesses growing past the owner’s spreadsheet.
- Job profitability
- Bonding and bank requirements
- Clean, timely financials
You may need a CFO-level partner if…
- Revenue is growing but cash always feels tight.
- You can’t say with confidence which products, channels or customers make money.
- Your bank, investor or buyer is asking for information you don’t have.
- The month-end close takes weeks — or doesn’t really happen.
- You’re considering a loan, acquisition, sale or ESOP.
- Your finance lead left, or the team is in over its head.
Let’s talk about where your business is headed.
A first conversation is free and confidential. Bring your numbers, your questions, or just the problem that keeps you up at night.