What's Your
Ultimate Aim?

Helping you get there.

Fractional CFO and advisory for companies between $5M–$75M.

$5M–$75M Revenue Companies
Launch in 2 Weeks
Fractional & Project Models
Fortune 1000 Alumni on Staff

Our Services

From day-to-day accounting to M&A due diligence — one team, full coverage.

End-to-end finance operations — from daily accounting to strategic planning.

  • Fractional and Interim CFO Leadership
  • Financial Planning & Analysis
  • Strategic FP&A, Budgeting & Forecasting
  • Bookkeeping & Accounting
  • Tax Compliance

Expert guidance through complex transactions, restructurings, and strategic transitions.

  • M&A Due Diligence
  • Buy-side and Sell-side Financial Analysis
  • Restructuring & Turnaround
  • Quality of Earnings
  • Exit Planning

When to Engage

Recognize your situation? We built Telos for exactly these moments.

Growth & Transition

  • Prepare for Sale / Capital Raise
  • Cash Needs for Rapid Growth
  • Management Transition
  • Installing Financial Discipline

Operational Challenges

  • Unreliable Financial Statements
  • Declining Profitability
  • Cost Structure Optimization
  • Working Capital Constraints

Financial Restructuring

  • Strategic Alternatives Needed
  • Covenant Violations
  • Lender Calling the Loan
  • Partnership Disputes
Our Team

Meet the Team

Our Approach

A structured methodology that adapts to your situation — whether growth, transition, or turnaround.

Weeks 1–4

Assessment

Financial deep-dive, stakeholder interviews, baseline cash flow model, critical issues identification, and strategic planning

Weeks 5–8

Prioritization

Quick-win identification, cost and revenue optimization, stakeholder communication framework, initial operational changes

Weeks 9–16

Execution

Plan implementation, ongoing reporting and KPI tracking, operational improvements, revenue and growth initiatives

Weeks 17–24

Transition

Performance monitoring, knowledge transfer to management, transition to ongoing advisory or orderly conclusion

Engagement Models

Monthly retainer, crisis deployment, or scoped project — each built for a different situation.

How It Works

A short conversation is all it takes to start.

1

Assessment

Initial conversation to understand your needs

2

Approach

Customized plan and team structure

3

Pricing

Transparent fee structure aligned with scope

4

Launch

Your team begins within two weeks

Whether you're planning for growth or navigating a challenge, the first conversation is on us.

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