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WoleverAdvisory
Engagements & Pricing

Clear starting points. A scope built around your business.

Whether you need a stronger financial foundation, ongoing CFO leadership, or support through a major transaction, Wolever Advisory structures each engagement around the work required and the outcome you are trying to achieve.

Starting points
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How we price

Clear starting points. Scope built around your business.

Every Wolever Advisory engagement is tailored to the company, its financial infrastructure, and the decisions ahead. The starting fees below provide a practical planning range. Following an initial conversation, we develop a defined scope, delivery plan, and fee structure.

  • Starting points, not quotes

    The figures published here are starting points intended for planning. They are not guaranteed quotes, and final pricing depends on complexity and agreed scope.

  • Recurring work is a monthly retainer

    Ongoing accounting, reporting, and Fractional CFO engagements generally use a predictable monthly retainer set against an agreed scope.

  • Defined projects are fixed fee

    Models, dashboards, forecasts, cleanup work, and other discrete initiatives are generally structured as fixed project fees.

  • Transactions are always custom

    M&A and transaction engagements are individually structured. Transaction size alone does not determine the work involved.

  • Written scope before work begins

    Clients receive a written scope describing responsibilities, deliverables, timing, and fees before an engagement starts.

  • No charge to have the conversation

    There is no fee for an introductory discussion. It exists to determine whether the fit is right — for both sides.

Engagements

Five ways an engagement is structured.

Each is built for a different situation rather than a different tier. Read the situation first — the figure follows from it.

Accounting & Reporting

For businesses that need dependable books, a disciplined monthly close, and financial reporting they can confidently use.

Starting at

$2,000per month

Build a Stronger Financial Foundation

Typical scope

  • Monthly bookkeeping
  • Bank and balance-sheet reconciliations
  • Accrual-based financial statements where appropriate
  • Chart-of-accounts management
  • Monthly close oversight

Representative scope. The full engagement is defined in a written proposal.

Transaction volume, number of accounts, entities, and locations, payroll complexity, accounts payable and receivable requirements, and the current condition of the books all affect the final fee.

Most Popular

Fractional CFO

For owners and management teams that need senior financial leadership without hiring a full-time CFO.

Starting at

$4,500per month

Explore Fractional CFO Support

Typical scope

  • Annual budget and rolling forecast
  • Cash-flow and liquidity planning
  • Monthly financial and operating review
  • Budget-to-actual variance analysis
  • KPI dashboard

Representative scope. The full engagement is defined in a written proposal.

The fee depends on company size, reporting cadence, financial complexity, meeting frequency, stakeholder requirements, and how deeply Wolever Advisory is embedded in the business.

Integrated Finance Function

For growing companies that need an integrated accounting, reporting, and strategic-finance function.

Starting at

$8,000per month

Build Your Finance Function

Typical scope

  • Accounting and monthly close oversight
  • Controller-level review
  • Management financial reporting
  • Budgeting and forecasting
  • Cash-flow planning

Representative scope. The full engagement is defined in a written proposal.

This engagement is shaped by the number of entities and locations, the current state of the accounting function, the depth and cadence of reporting, and the range of stakeholders that reporting has to satisfy.

Modeling & Strategic Projects

For businesses that need a specific financial deliverable, analysis, or strategic initiative completed.

Starting at

$5,000per project

Discuss a Project

Representative projects

  • Integrated financial models
  • Annual budgets and operating plans
  • 13-week cash-flow forecasts
  • Scenario and sensitivity models
  • KPI dashboards

Representative scope. The full engagement is defined in a written proposal.

Project pricing is based on the required deliverables, the availability and condition of source data, the number of entities or operating units, the complexity of the model, expected turnaround, and the amount of management collaboration required.

Transaction advisory
Transaction mandate

M&A Advisory

Every transaction has a different level of complexity, preparation, execution risk, and required support. M&A engagements are therefore individually structured.

Fee structure

Custom engagement

Depending on the mandate, an M&A engagement may be structured using a fixed project fee, an engagement fee or monthly retainer, a transaction success fee, or a combination of these approaches. Final terms are established after reviewing the transaction, scope, timeline, and expected level of involvement.

Discuss a Transaction

Typical scope may include

  • Exit-readiness assessment
  • Financial cleanup and transaction preparation
  • Normalized EBITDA analysis
  • Valuation and proceeds analysis
  • Deal positioning

Representative scope. The full engagement is defined in a written proposal.

M&A fees are influenced by transaction size, complexity, company readiness, expected timeline, buyer or target outreach requirements, diligence demands, and Wolever Advisory's role in the process.

Scope

What determines the final scope?

Five factors account for most of the difference between a starting fee and a final one. They are assessed during the initial conversation, before any proposal is written.

  1. Business complexity

    Number of entities, locations, accounts, systems, and operating units.

  2. Financial readiness

    The current condition, completeness, and reliability of the accounting records.

  3. Reporting requirements

    Frequency, level of detail, stakeholder expectations, and required deliverables.

  4. Level of involvement

    Project-based support versus ongoing participation in management decisions.

  5. Timing and transaction demands

    Deadlines, diligence intensity, financing requirements, and process complexity.

Process

From first conversation to defined scope.

  1. 01

    Confidential conversation

    We discuss the business, current financial environment, immediate priorities, and desired outcome.

  2. 02

    Scope assessment

    Wolever Advisory reviews the complexity, available information, required deliverables, and expected level of involvement.

  3. 03

    Defined proposal

    The client receives a written scope describing responsibilities, deliverables, timing, and fees.

  4. 04

    Engagement begins

    Wolever Advisory establishes the reporting cadence, communication process, information access, and immediate priorities.

No unclear hourly accumulation. No oversized team. No generic package imposed on a business it does not fit.

This describes the primary engagement model. Work agreed outside an existing scope is quoted and approved separately before it begins.

Questions

Before you ask.

The questions that come up most often once a company starts thinking seriously about scope and fees.
Are these fixed prices?

No. They are starting points intended to help companies understand the likely level of investment. Final pricing is based on a defined scope.

Why is M&A pricing custom?

Transaction size alone does not determine the work involved. Company readiness, financial complexity, transaction structure, diligence requirements, outreach needs, timing, and execution risk all influence the engagement.

How are recurring services billed?

Recurring accounting, reporting, and Fractional CFO engagements are generally structured as predictable monthly retainers based on an agreed scope.

Can accounting and Fractional CFO services be combined?

Yes. Wolever Advisory can provide an integrated finance function combining monthly accounting oversight, reporting, forecasting, and strategic financial leadership.

Do you offer one-time projects?

Yes. Financial models, dashboards, cash-flow forecasts, transaction-readiness assessments, accounting cleanup, and other defined initiatives can be structured as fixed-fee projects.

Is cleanup work included in the monthly accounting fee?

Significant catch-up or corrective accounting work is assessed separately from the recurring monthly scope.

What happens if the scope changes?

Material additions to the agreed scope are discussed with the client before additional work or fees are incurred.

Is the initial conversation confidential?

Yes. Initial discussions are treated as confidential and are used to determine whether Wolever Advisory is the right fit.

Note on fees

Figures shown on this page are starting points published to help companies plan. They are not quotes, offers, or commitments to perform work at a particular fee. Pricing for any engagement is established in a written scope agreed before work begins.

Fee structures vary by mandate and are set after reviewing the scope, timeline, and expected level of involvement. Nothing on this page forms part of an engagement agreement, and the terms of any engagement are governed solely by that agreement.

Next step

Start with the conversation, not the invoice.

An introductory discussion carries no fee and no obligation. It exists to establish the scope — and whether Wolever Advisory is the right fit at all.