CFO Support for Businesses
in Crisis or Transition
Crisis hits.
Deadlines are looming. Partners are fighting.
We bring the fix.
Books are behind, partners are stressed, and cash is tight.
We bring structure and clarity so you can move forward
with strategy, growth, or resolution with specialized Fractional CFO Services tailored to your exact situation.
Common Problems We Solve
We’re not your average bookkeeper or accountant.
Business owners call us when they’re in a business crisis—and they can’t afford to wait.
If you're overwhelmed, off track, or under pressure, you're not alone. These are the kinds of problems we solve every day with our CFO services:
📉 Financial Disarray
-
You’re running a business, but your numbers don’t add up
-
Reports from your bookkeeper are delayed, incomplete, or contradictory
-
Your CPA says your books aren’t ready for taxes, a loan, or due diligence
💸 Cash Flow Confusion
-
You don’t know how long your cash will last—or who to pay next
-
You’ve been growing, but somehow there’s never enough in the bank
-
You feel like you’re flying blind with no idea where the money’s going
-
Payroll is getting tight and there’s no plan beyond this week
⚠️ Ownership Conflict or Executive Exit
-
A partner wants out—but no one agrees on what the business is worth
-
Tension is rising over financial decisions, distributions, or strategy
-
A key executive left and no one knows what’s actually going on financially
-
You need a neutral, trusted Virtual CFO or Interim CFO to keep things moving forward
📑 Pressure from Banks, Buyers, or Investors
-
You’re applying for an SBA loan, but your financials are a mess
-
An investor wants detailed forecasts and clean reports—yesterday
-
You’re preparing to sell the business and your data room is a disaster
-
You’re facing questions you can’t confidently answer
🧯 General Chaos
-
You’ve outgrown your bookkeeper or QuickBooks setup
-
You need better reporting, forecasting, and financial leadership—but fast
-
You don’t want a full-time CFO—you just need the right one right now
We bring calm, clarity, and structure—fast. Whether your business is in crisis, transition, or preparing for growth, we step in as a part time CFO, clean it up, and help you move forward.
Let’s talk about what’s going wrong—and how we’ll fix it.
Who We Help
We support owners and teams when the pressure is high and the path forward is unclear.
Our Fractional CFO Services, Virtual CFO, and Interim CFO solutions are designed
for small to mid-sized businesses navigating real challenges. If any of the below
sounds like you, we can help.
-
Small Business Owners who need expert guidance but aren’t ready for a full-time CFO
-
Companies in Crisis that require immediate financial clarity and control
-
Partnerships in Conflict—especially during a business crisis, valuation dispute, or buyout
-
Executives Planning a Transition, acquisition, or sale
-
Teams Without a Financial Leader, needing a temporary CFO to take the reins
Whether you're trying to grow, stabilize, or resolve a conflict, we provide the support you need—quickly, confidentially, and with a steady hand.
Confidentiality You Can Count On
When your business is facing sensitive challenges—financial distress, ownership conflict, or executive transition—you need more than advice.
You need a partner you can trust.
We operate with complete discretion. Whether we’re reviewing your books,
working with your CPA, or facilitating a buying out business partner strategy,
everything we do is handled with professionalism, privacy, and care.
No leaks. No surprises. No judgment.
Everything we discuss stays confidential—because your trust is the foundation of our work.
About Us
At Transition Consulting, we step in when the stakes are high and clarity
can’t wait. Whether you're facing business crisis management,
a partnership dispute, or urgent funding pressure, we help you regain
control—with speed, discretion, and strategy.
We’ve helped businesses navigate cash flow emergencies, ownership transitions, and complex financial decisions—bringing structure to the chaos and setting the stage for recovery and growth
through expert CFO for small business solutions.
Why We Exist
Most of our clients don’t call us when things are going well.
They call when they’re overwhelmed, under pressure, or preparing for something big.
We founded 5S CFO to support business owners in those moments—bridging the gap between financial confusion and strategic decision-making. Whether they need a temporary CFO, interim CFO, or fractional CFO services, we're ready to lead.
Our Mission
To empower business owners with clear financial systems, strong decision-making tools, and strategic guidance—especially when it matters most.
Our Approach
-
Crisis-to-Recovery Focus – We specialize in high-stakes situations: distress, transition, and rapid change.
-
5S Financial Framework – A step-by-step methodology to clean up, organize, and sustain your financial operations.
-
Straightforward Advice – We speak clearly, act quickly, and bring calm to complicated situations.
We’re not just here to run reports—we’re here to help you turn things around.
What is a Virtual CFO
and Why it Matters
A Virtual CFO offers high-level financial guidance without the cost of a full-time
hire. For small businesses, it’s a powerful solution to access real expertise during
a business crisis or period of growth.
At Transition Consulting, our virtual CFO model gives you strategic insight,
forecasting support, and cash flow control—all while adapting to your
needs. Whether you're experiencing leadership transitions, financial
uncertainty, or partnership disputes, a virtual CFO ensures informed
decision-making without overhead.
This is ideal for startups, fast-growing companies, or businesses that have outgrown their internal systems. We provide flexible support that’s responsive, discreet, and tailored to your situation.
The Role of a Part-Time or Interim CFO
If you’re not ready for a full-time hire but need serious financial expertise, a part time CFO or interim CFO can bridge the gap.
Our part time CFO services are perfect for business owners seeking stability during uncertain times. From investor meetings to business transition planning, we step in as your strategic advisor and operator—offering scalable, results-oriented solutions.
As an interim CFO, we temporarily fill leadership gaps during crisis or transition, ensuring nothing gets missed and momentum isn’t lost. Whether it’s preparing for a sale or responding to a business crisis, we lead with experience and clarity.
How Fractional CFO Services Work
Not every business needs a full-time CFO—but every business needs financial leadership.
Our Fractional CFO Services offer experienced, strategic support—without the overhead of a permanent hire. We become your on-demand CFO, helping you solve problems, build systems, and lead through change.
With a Virtual CFO or Part Time CFO model, we adapt to your needs:
-
Join strategy meetings or board calls
-
Create forecasts, dashboards, and reporting systems
-
Guide cash flow, funding, and investment decisions
-
Provide accountability and clarity when it matters most
Whether you're in a business crisis, scaling up, or preparing for transition, we step in fast and act as part of your team. From weekly check-ins to hands-on recovery support, our role is flexible—but always focused.
Crisis-to-Recovery CFO Support
When the pressure’s on, we help business owners find
clarity and momentum—fast.
At Transition Consulting, we don’t just provide fractional CFO services—we lead businesses through their toughest moments. Whether you’re facing business crisis, a partnership dispute, a looming investor meeting, or internal chaos after a leadership shakeup, we bring structure and strategy when you need it most.
What We Mean by "Crisis to Recovery"
This isn’t business as usual. Our work starts when the stress is real, and the stakes are high:
-
Cash is running out, and decisions can’t wait
-
Financials are a mess, and lenders or investors are circling
-
A partner wants out, and the board is split
-
You’ve lost your financial leader, and no one knows the true picture
-
You’ve outgrown your bookkeeper, but aren’t ready for a full-time CFO
We don’t just stabilize the numbers—we steady the business.
Our Process
1. Diagnose the Crisis
We review your current state quickly—books, reporting, forecasts, operational gaps, and team communication.
2. Stabilize the Financial Core
We implement fast fixes: 13-week cash flow forecasts, vendor prioritization, owner reports, and funding readiness.
3. Lead the Recovery
We continue as your interim CFO—bringing clarity to board meetings, guiding financial decisions, and preparing you for growth, sale, or resolution.
Whether the challenge is internal, operational, or external—we help you move from reactive to strategic.
What Makes Us Different
-
Total Discretion - Your situation stays confidential. We work quietly alongside your CPAs, attorneys, and stakeholders—protecting trust and minimizing noise.
-
Fast, Actionable Solutions - From cash flow triage to investor prep, we focus on what moves the needle right now.
-
Built for Urgency - We act without delay, even in complex business transition planning scenarios.
-
Strategic Negotiation Support - We can help you when buying out a business partner or restructuring ownership.
-
Trusted in High-Stakes Moments -For temporary CFO roles to managing financial fall out from executive exits - we've seen it all.
Let’s Talk Now, Not Later
If your business is under pressure and you need real financial leadership—fast—we’re here to help.
Let’s talk through your situation. It’s confidential, actionable, and zero-pressure.
You don’t need a full-time CFO. You need the right one, right now.
Handling Partnership Disputes with Financial Strategy
When partners disagree, financial clarity becomes your most powerful tool.
Partnership disputes are often emotional and complex. Whether you’re
considering buying out a business partner, renegotiating terms, or facing a
deadlock on strategy or distributions—we help you navigate the numbers
so the next move becomes clear.
Our CFO team:
-
Creates clean, reliable financials to support decision-making
-
Builds valuation models to assess fair buyout terms
-
Acts as a neutral advisor in sensitive conversations
-
Helps restructure roles, equity, and cash flow for future stability
-
Supports mediation, exit planning, and stakeholder communication
In moments of high tension, we provide professional, confidential, and strategic guidance—so your business can keep moving forward.
Planning for Business Transition
Transitions are inevitable. Planning for them shouldn’t be optional.
Whether you're selling the company, buying out a partner, stepping
back as an owner, or preparing for growth, we help you build a strategy
that protects value and reduces chaos.
Our Business Transition Planning services include:
-
Exit readiness assessments
-
Cash flow and risk modeling
-
Forecasting for post-transition success
-
Buyer or investor preparation
-
Team and operational handoff planning
Through Fractional CFO Services or Temporary CFO support, we lead your financial strategy—so you can lead your future. With clarity, structure, and the right systems in place, your transition becomes a launchpad, not a setback.
What is the 5S Financial Management System?
When a business is in crisis or transition, clarity is everything—and chaos is costly.
That’s why we use our 5S Financial Management System, inspired by
the operational discipline of Japan’s renowned 5S methodology, originally developed
by Toyota.
We’ve adapted this powerful system for financial operations—bringing order, visibility, and structure to businesses that need results fast. It’s not just about tidying up the books; it’s about building a system that supports urgent decisions, stabilizes cash flow, and prepares your business for what’s next.
The 5S System for Financial Recovery and Clarity:
✅ Sort (Seiri) – Identify what matters, eliminate clutter, and fix disorganized books.
✅ Set in Order (Seiton) – Create structure: dashboards, controls, and clear financial workflows.
✅ Shine (Seiso) – Ensure reporting is accurate, compliant, and up to date.
✅ Standardize (Seiketsu) – Build repeatable forecasting, cash management, and reporting systems.
✅ Sustain (Shitsuke) – Monitor performance, adjust in real time, and maintain financial discipline—especially under pressure.
Additional Services
Financial Operation Assistance
Factoring Service Referral
Asset Lending Service Referral
.png)
SBA Loan Service
Referral
Other debt advisory
.png)
Mergers and Acquisitions
.png)
Compliance Assistance
.png)
Growth Fund Search
And Many More.
Frequently Asked Questions
What’s the difference between a Fractional CFO and a full-time CFO?
A Fractional CFO provides senior-level financial expertise on a part-time or project basis. You get strategic insight and leadership—without the cost or commitment of a full-time hire.
Can you help with buying out a business partner?
Yes. We frequently support business owners during partnership disputes and buyouts. We offer valuation support, financial modeling, and act as a neutral party to guide the process.
How fast can you start?
We specialize in urgency. In many cases, we can begin within days—whether you need an interim CFO, help during a business crisis, or just someone to steady the ship.
Is everything confidential?
Absolutely. Whether we’re reviewing books, working with attorneys, or managing a transition, confidentiality is at the core of our work.
Do you work with small businesses?
Yes. Our CFO services for small businesses are designed to provide scalable, flexible financial leadership—especially in high-pressure or transitional phases.
.png)
Helping business owners gain peace of mind.
Schedule your free discovery call with a CFO who’s here to listen and share insights—no pressure, no commitment, just guidance you can put to work right away.