MGR Advisory builds bespoke service agreements tailored to the stage and priorities of each client's business. Our work is organized across four areas of financial leadership.
We help you plan strategically, operate efficiently, report clearly, advise through complexity, and execute when it counts. Our work is organized around four areas where CFO-level guidance creates the most value.
Develop and maintain financial strategies that align your resources with business goals, enabling you to grow intentionally, deploy capital effectively, and stay ahead of uncertainty.
Build budgets and forecasts that turn strategy into actionable financial plans, providing a clear framework for setting targets, managing spend, and keeping teams aligned.
Monitor, forecast, and optimize your cash position to maintain liquidity, support informed decision-making, and ensure smooth business operations.
Advise on financing strategy and capital planning to help you fund growth, manage risk, and maximize returns using debt, equity, or internal reinvestment.
Oversee accounting operations to ensure accurate books, dependable financial reporting, and full compliance with GAAP or applicable standards.
Implement a structured close process that delivers timely, accurate financials and provides key insights to strengthen performance tracking and decision-making.
Establish internal controls, standard procedures, and approval workflows to mitigate risk, promote accountability, and ensure financial integrity.
Direct internal finance staff and external vendors to ensure accurate reporting, timely execution, and full accountability across all financial functions.
Define and track key financial and operational metrics through custom dashboards that provide clear visibility into performance and progress.
Produce institutional-grade reporting packages with clear commentary and tailored insights that build trust and support informed stakeholder engagement.
Analyze margins, customer or product-level profitability, and unit economics to support informed pricing, prioritization, and investment decisions.
Provide executive-level financial guidance to ownership and leadership teams on strategic planning, organizational structure, and business-critical decisions.
Advise on equity and debt fundraising efforts with financial modeling, investor-ready materials, and organized due diligence preparation.
Design and implement tax-efficient structures and strategies that reduce liabilities, manage risk, and preserve cash, working closely with external tax preparers as needed.
Serve as the financial lead in communications with banks, lenders, and investors to build trust, demonstrate credibility, and support access to capital.
Support business owners and leadership teams through acquisitions, investments, and exits, handling financial due diligence, modeling, and planning on both the buy and sell side.
Every service we offer exists because a business owner needed it and couldn't find the right help.