Wolever Advisory gives founder-led and private companies one senior financial partner for reliable reporting, forward-looking decisions, and transaction readiness — led directly by Chris Wolever, CFA, CPA.
Founder experience across prior corporate and advisory roles; not Wolever Advisory transaction volume. Full disclosure.
Transactions get recorded, but nobody is interpreting them. There is no forecast, no variance analysis, and no one whose job is to look forward.
You can see what came in, but not which customers, locations, or service lines earned it — and liquidity gets managed from the bank balance rather than a forecast.
A lender, a board, or a prospective buyer asks for something specific, and producing it means a week of manual assembly and some uncomfortable caveats.
Accurate books, a reliable close calendar, and a chart of accounts that reflects how the business actually runs.
Reporting, KPIs, forecasting, and the management rhythm that turns information into decisions.
Normalized earnings, defensible schedules, an organized data room, and support through diligence to closing.
A recurring engagement that owns the forecast, runs the monthly review, and brings analysis to the decisions that move the business.
Transaction work is most effective early, while there is still time to correct the financial record rather than defend it.
Recurring financial leadership and operations
A standing engagement covering the work that has to happen every month — and the senior attention that turns it into decisions.
Monthly, with a defined reporting calendar
A defined deliverable, scope, and timeline
Discrete work with a clear endpoint — usually because a specific decision or deadline requires it.
Fixed scope, agreed in advance
Support through a specific deal or process
Concentrated financial work around a transaction, from early readiness through closing.
Aligned to the transaction timeline
Starting points for planning, not quotes. Final pricing follows a defined scope agreed in writing before work begins.
Every engagement is led by Chris Wolever, CFA, CPA, bringing more than 20 years of experience across operating finance, accounting, institutional analysis, and M&A. The person in the conversation is the person responsible for the work.
Tell Chris what is changing in the business and what decision is ahead. An introductory discussion carries no fee and no obligation.