Private equity experience. SME focus. No full-time commitment required.
Built and scaled a company from the ground up — navigating the same pressures, decisions, and trade-offs your business faces every day. Raised capital as a founder, and understands first-hand what investors actually scrutinize.
Built for Canadian businesses between $5M and $30M in revenue that need institutional-grade financial leadership — without the cost, overhead, or lock-in of a full-time CFO hire.
Senior-level finance work across the full breadth of what a CFO does — delivered on a retainer that fits your stage.
Integrated 3-statement models, 13-week cash flow, scenario and sensitivity analysis built to institutional standards. The kind of work investors and lenders actually trust.
Monthly packages that give owners and directors the clarity to make decisions with confidence. Variance commentary, KPI tracking, and trend analysis — delivered on schedule.
Data room preparation, investor model review, lender presentations, and covenant structuring. Built from experience on both sides of the table.
Covenant monitoring, amendment negotiations, and ongoing lender communications handled at the executive level. No surprises.
Ownership transitions, acquisition modeling, exit readiness, and capital structure optimization. Decisions that are hard to undo deserve senior-level input.
Async financial guidance within 24 business hours. Senior-level answers to the questions that come up between board meetings — without the overhead of a full-time hire.
You're a business between $5M and $30M in revenue. You don't have a CFO — and probably can't justify the $200K–$400K all-in cost of a full-time hire. But you need someone senior who can give you what you actually need.
Four finance systems deployed inside your business — built for your accounting stack, running continuously from day one. Most clients see a measurable financial return within the first quarter.
Overdue invoices are followed up systematically — calibrated to the relationship and the dollar amount. Cash comes in faster, without you chasing it or straining client relationships.
Your cash position projected four weeks forward, updated continuously. If anything is heading below your threshold, you know before it becomes a problem — not after.
Every quarter, every line of operating expense gets reviewed — vendor pricing, redundant costs, contracts that have never been renegotiated. You get a clear report of what to cut and what to push back on.
Every monthly reporting package includes plain-English narrative on performance and variance — reviewed, accurate, and written in your voice. Hand it to the board as-is.
A monthly retainer with a fixed, predictable fee — no hourly billing surprises, no scope creep arguments. Everything described on this page is included.
$7,500/month. No hourly billing, no surprises. Renewable quarterly after a 3-month minimum term.
All work delivered remotely, with video board attendance as required. No office space needed.
A mutual NDA is signed before any information is shared. Confidentiality is absolute — client relationships are never publicized.
You get full attention, not diluted service split across dozens of accounts.
All conversations are subject to mutual confidentiality. Ellison Advisors operates as a numbered Ontario corporation.
Get in Touch