Capital Planning Advisors Services for Founder Growth

A CFO advisor provides senior-level financial leadership on a flexible basis rather than as a full-time employee. The role can include reviewing profitability, managing cash planning, building forecasts, setting financial KPIs, evaluating pricing and costs, and supporting major decisions. At MIV Partners, the work is tailored to the company’s stage, financial complexity, and growth priorities.

Capital planning advisory is especially useful for founder-led businesses with meaningful revenue, growing financial complexity, or upcoming decisions about hiring, expansion, financing, pricing, or investment. It can also help companies experiencing cash-flow instability despite revenue growth. MIV Partners focuses on businesses generating $1M–$15M annually that have outgrown basic bookkeeping but are not ready for a full-time CFO.

A profit and cash flow diagnostic reviews where money is generated, where it is lost, and what may restrict financial performance. The review can examine revenue, gross margins, operating expenses, customer or service profitability, accounts receivable, accounts payable, working capital, and cash conversion. Findings are translated into practical recommendations to strengthen margins, liquidity, and decision-making.

Rolling forecasts are updated regularly using current results and changing business assumptions, rather than relying solely on a static annual budget. They give leaders a current view of expected revenue, profitability, and cash needs. This makes it easier to evaluate decisions, spot potential shortfalls early, adjust plans when conditions change, and allocate capital with greater confidence.

Yes. A CFO advisor can improve cash-flow visibility by forecasting expected inflows and outflows, identifying timing gaps, reviewing working-capital practices, and monitoring liquidity risks. The goal is not simply to react after cash becomes constrained, but to anticipate requirements and put practical measures in place. This can support more predictable operations and better-timed business decisions.

Bookkeepers and accountants generally focus on recording transactions, maintaining financial records, and supporting reporting or compliance. A CFO advisor uses that information to guide forward-looking decisions. MIV Partners evaluates performance, forecasts cash, develops executive scorecards, reviews pricing and cost structure, and helps align capital choices with business goals. The services can also coordinate with bookkeeping and tax partners when needed.

The initial step is a no-cost Right Fit Call, Financial Assessment, and Findings Review, beginning with a 30-minute Right Fit Call scheduled by appointment. The conversation helps clarify the company’s goals, financial challenges, and decision needs. From there, MIV Partners can determine whether a diagnostic or an ongoing CFO advisor engagement is the appropriate next step.

Meeting frequency is shaped by the engagement and the company’s needs. Ongoing CFO partnerships include recurring monthly financial reviews. Reviews can cover actual results against budget and forecasts, cash flow, KPIs, emerging issues, and upcoming decisions. This consistent cadence creates accountability while keeping leadership focused on key financial priorities.