For sponsors, independent sponsors & portfolio operators

You bought the company. Now somebody has to close the books.

Fractional and interim CFO support for founder-led ag and food manufacturing assets. Reporting your IC will recognize, a close that lands on a calendar, and the founder out of the critical path well before the earnout ends.

FocusPost-close & interim
BaseMadera, CA
SectorsAg & food mfg
EngagementFractional / interim
StartOn-site for the first close
01 — The first ninety days

The diligence model and the operating company are not the same business.

Nothing about the asset changed at closing. What changed is that you now have to run it from numbers that were never built to be run from.

The reporting package doesn't survive contact

The model was built on financials designed to satisfy a tax return, not to operate a company. Cash-basis timing, inconsistent cutoffs, add-backs nobody can trace to source. The first real monthly close after the wire is where all of that surfaces at once.

The founder is the system

Pricing logic, customer relationships, vendor terms, and the reason any given number is what it is all live in one person's head. An earnout keeps them in the building. It does not transfer what they know — documentation and a real second layer do.

Nobody on the deal team has run a pack shed

A national firm can send you a capable CFO. They will also spend two quarters learning when the crop cycle hits working capital, why labor looks the way it does in Q3, and what a grower settlement actually is. That's a quarter of your hold period spent on orientation.

02 — Scope of work

Stabilize it, operate it, and get it ready to sell again.

Scoped fractional or interim depending on what the asset needs. On-site where the asset is, not on a call from another state.

Phase 01Stabilize — first 100 days

Reporting rebuilt to your standard

Cash basis to accrual, a defensible chart of accounts, and a monthly package that maps to the model your IC approved — so board reporting stops being an archaeology project.

Close calendar and controls

A close that lands on the same date every month, with the controls that should have existed before you owned it. Segregation of duties, approval thresholds, and a reconciliation discipline that holds up.

Cash and working capital visibility

A rolling forecast that accounts for the seasonality actually in this business, not a generic thirteen-week template. In ag, working capital is the whole story and it moves on the crop, not the quarter.

Phase 02Operate — through the hold

Interim CFO coverage

Filling the seat while you search, or instead of a full-time hire the asset can't yet carry. Includes lender reporting, covenant tracking, and being the person your operating partner can call.

Add-on integration

Bringing an acquisition onto one chart of accounts, one close, and one reporting package — without the six months of parallel systems that usually eats the synergy case.

Operational restructuring & founder transition

Documenting what lives in the founder's head, building the layer underneath them, and moving decision rights out before the earnout expires rather than after.

Phase 03Exit — the next transaction

Sell-side readiness

The same discipline applied in reverse: a clean multi-year record, documented add-backs, and an operating story that survives the next buyer's quality-of-earnings work instead of being renegotiated by it.

Diligence & data room support

Running the request list, answering the buyer's questions in language they'll accept, and holding the line on the working capital peg.

The differentiator is that I'm already here.

I've run finance at VP and CFO scope inside agricultural and food manufacturing companies across California's Central Valley and the Southwest — from $20M operations to $2.5B enterprises. Closing the books, sitting through diligence, and being the person the owner called when a number didn't make sense.

I've also worked your side of the table. I was on the diligence team for a private-equity-backed multinational produce platform, on acquisitions across Peru, Chile, Uruguay and Mexico — much of it conducted in Spanish. I know what an IC memo needs because I've helped assemble the read underneath one.

That means no ramp on the sector, no ramp on the geography, and no flights. I can be on-site at a plant in Fresno, Madera, Tulare or Kern in under two hours, which matters more than it sounds like it should when the close is late and nobody can explain the inventory variance.

CertifiedCertified Management Accountant
ScopeVP / CFO-level, $20M to $2.5B
SectorAg & food manufacturing
Buy sideCross-border diligence, 4 countries
CoverageOn-site, CA & the Southwest
Already tested by outside scrutiny
KPMGPrepared and defended the audit — US and Cayman entities
EYDefended a revenue recognition methodology through audit in Israel
Big Four RFPRan the audit and advisory selection for an entire platform
Fund accountingWrote the fund's ASC 946 financial statements from the ground up
03 — Start here

Fifteen minutes on a specific asset beats a capabilities deck.

Tell me what you bought and what's not working. I'll tell you straight whether it's a fractional problem, an interim problem, or something you should hire for outright.

Book the call

Bring the asset, the sector, and what the first close looked like. That's enough to get somewhere useful in fifteen minutes.

Book a 15-minute call
Based inMadera, California
ResponseWithin one business day
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