Three ways we show up for your business

A Fractional CFO at VantagePoint leads your finance function, with Associates and Analysts doing the forecasting, modeling, and reporting behind it. You get senior financial leadership and the team to execute it, without building a department.

• Financial strategy & planning
• Budgeting, forecasting & reporting
• Cash flow & working capital management
• Banking & lender support

Most accounting functions tell you what happened. Ours tells you what it means. We build structured, GAAP-based accounting systems that turn your financial data into something you can actually run your business from.

• Accrual-based accounting
• Strategic chart of accounts
• Master data management
• Monthly close and reporting

Project-based advisory for acquisitions, turnarounds, pricing, and planning. VantagePoint brings financial rigor and commercial judgment to high-stakes decisions.

• Revenue Management
• M&A Advisory
• Business Turnaround
• FP&A
• Strategic Planning
• Commercial & Brand Strategy

Revenue management consulting for pricing, product mix, and trade spend. VantagePoint finds the margin your current revenue is leaving behind. Project-based.

• Price
• Promotion
• Product
• Placement

M&A advisory for owners on either side of a deal. Buyers learn what they're actually acquiring and what the structure will cost the business. Sellers get their financials ready for diligence. After close, we plan how the two businesses combine.

• Buy-side financial due diligence
• Sell-side financial readiness
• Pro forma and deal structure modeling
• Post-close integration planning

A business turnaround is a structured intervention for a company losing money or watching margin erode. It starts with diagnosis rather than cost-cutting: finding which of price, cost, mix, or overhead actually moved, then modeling what each fix is worth before anything gets committed.

• Root-cause diagnosis, not guesswork
• Baseline and scenario modeling
• Margin and cost structure rebuild
• Execution support through the plan

Financial planning and analysis covers budgeting, forecasting, and explaining the gap between plan and actual. Engagements are scoped to the need: a one-off budget, a performance deep dive, a model your team owns, or standing up the function from nothing.

• Driver-based budget and forecast models
• Performance and variance deep dives
• Board and lender reporting packages
• Tools built and teams trained to run them

Strategic planning sets where the business goes over the next three to five years and what it stops doing to get there. We facilitate the work with your leadership team, model the initiatives that need numbers, and turn the plan into owners and milestones.

• Facilitated leadership sessions
• Written three-to-five-year plan
• Initiatives modeled where it matters
• Owners, milestones, and tracking

Commercial and brand strategy is the judgment on top of the numbers: which channels to pursue, how a launch or price change will land with retailers and shoppers, and how the brand is positioned. We set the direction and write the brief your team executes.

• Channel and distribution strategy
• Launch and go-to-market planning
• Price change strategy and rollout
• Brand positioning and creative briefs