We are operators and Chartered Professional Accountants who work on businesses from the inside. We invest in companies, help leadership teams hit their next inflection point, and buy businesses from owners who are ready to step away.
Each pillar draws on the same foundation: years of building finance functions at venture-backed startups and established private companies, and the conviction that good decisions start with accurate numbers.
We invest in companies where our capital and our operating experience together can change the trajectory. We roll up our sleeves after the money moves.
We work as your fractional CFO and operating partner, helping you maximize value and get to the next inflection point, whether that is a raise, a new market, profitability or a sale.
We buy and operate established, profitable businesses from owners who are ready to retire or move on, and we protect the team, customers and reputation they have spent years building.
We have been the first finance hire at a startup, the CFO and CEO of a growing brand, and advisors at KPMG and Deloitte. We know what it takes to close a month, prepare for due diligence, survive a cash crunch and scale a team, because we have done it ourselves.
We are selective about who we work with so every client gets partner-level attention, not a junior team.
Meet the founders →We measure ourselves by long relationships, and many of our clients have worked with us for years.
Working with Chris for the past three years, I've learned first-hand how much a startup gains from having a fractional CFO on board. Chris continues to provide strategic guidance on Wealthie's financial models and forecasts, and he shapes presentations that align with investor expectations. A fractional CFO is one of the most proactive investments a startup can make.
Sabaa Quao Co-Founder, Wealthie Works Daily Inc.BCG is my go-to when a company needs its financial infrastructure built or fixed fast. We've worked together on businesses with IPO potential, and they consistently deliver by implementing the right processes and systems, and securing the advisors and employees to get results quickly. BCG's team brings the people skills that allow them to integrate quickly and motivate co-workers.
Lennie Ryer, CPA, CA Board Director, Audit Committee Chair & CFOWhether we are investing, advising or acquiring, we follow the same disciplined path: understand the numbers, agree on what matters, then execute.
An open conversation and a review of your financials, systems and goals to find the real constraints.
A clear scope, timeline and set of drivers we agree to move, with no open-ended retainers.
We put in the models, reporting, processes and people to run the business with confidence.
Regular reviews to keep decisions tied to the numbers as you grow, raise or transition.
Tell us where you are. We will tell you candidly how, or whether, we can help.