Your fractional CFO for owner-operated businesses on the California coast.
For owner and founder-led companies under $50MM. Sharper decisions across the business. Time back across the team.
30 minutes. Free. Written one-pager within 24 hours.
Five outcomes drive the work
Every engagement delivers some combination. The mix shifts by tier.
More revenue
More of the right customers to your door because the marketing intelligence is sharper, the targeting is tighter, the pricing is right.
Lower customer-acquisition cost
The acquisition spend you ARE making works harder. Redirected from channels that don't pay back into ones that do.
Lower operating expense
Time freed across your organization that was going to data-pulls, dashboards, status reports, and partner coordination. That time redeploys to higher-value work.
Faster reaction to market shifts
When AI search behavior changes, a competitor opens up, an algorithm updates: you're aware in 30 days, not 90.
Higher quality across the organization
Each piece of MSIQ-grade output raises the bar for the adjacent work. Your team starts producing better work too because the standard is visible.
Role by role, time redeploys to the work only that role can do
The hours that were going to data-pulls, status reports, and "what does this mean" memos return to the work each role was actually hired for.
The owner / founder
Stops the monthly data-pull and the late-night decisions on instinct. Spends the recovered hours on customers, product, partners, the work the founder is genuinely irreplaceable on.
The team lead
Stops producing custom reports for monthly reviews. Stops chasing data from five SaaS tools. Spends the time on the operational work they were hired for.
The agency or fractional partner
Stops producing the monthly status recap. Gets sharper briefs. Spends the time on execution.
The professional network
Your CPA, banker, attorney stick to their actual specialty. Every relationship gets sharper because the right question goes to the right voice.
Four things, in plain language
The read
What's actually happening in your business and your market right now.
The plan
What to do about it, sequenced, sized, with payback windows.
The room
A CFO in the room when the decision is made.
The time
Hours back across your organization, redeployed to higher-and-best-use work.
We are not a marketing agency
We don't run your ads, build your website, or write your blog posts on your behalf. We tell you what to do, we sit in the room when you decide, we manage the partners you've hired to execute. The execution tier lives with your team or your vetted partners.
Three verticals with the deepest methodology
Most of our work is owner-operator-shaped across many industries. Three verticals where we have built the deepest methodology, query packs, peer cohorts, and operating playbooks:
Wineries →
Owner-operator wineries balancing club, tasting room, DTC shipping, and distribution. Each customer base has different acquisition, retention, and lifetime value math.
Health & Wellness →
Longevity clinics, IV therapy, hormone optimization, functional medicine, recovery. Multiple modalities, distinct unit economics, often commingled in one P&L.
Elective Medicine →
Cosmetic surgery, dermatology, MedSpa, cosmetic dental, adult cosmetic ortho. Multi-modality practices where the consultation-to-procedure lever drives the math.
If you operate in another vertical and you're owner-operated, under $50MM, on the California coast, we likely still fit. Start with a Fit Call.
AI does the analyst work. We charge you for judgment.
AI infrastructure does the analyst-grade work that traditionally requires a full-time staff. That removes the cost structure that prices corporate-grade intelligence out of SMB reach. We charge you for judgment; the AI does the rest.