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WoleverAdvisory
Strategic Finance Advisory

The analysis behind the consequential decisions.

Project and advisory work on growth, profitability, capital allocation, acquisitions, exit planning, and the design of the finance function itself.

Service line
  • Growth & Performance
  • Strategic Alternatives
  • Finance Function Design
Starting at$5,000 per projectModeling & Strategic Projects · see engagements & pricing
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Fit

You may recognize this

Strategic engagements tend to start with a question that the existing reporting cannot answer.

  • You are choosing between growth paths and want the economics compared side by side.

  • One line of business or location may be subsidizing another, and you cannot prove it either way.

  • You are considering acquisitions but have no framework for evaluating targets.

  • You want a defined exit plan with a timeline, not an intention.

  • The finance function has been assembled piecemeal and needs to be designed deliberately.

  • Management accountability is unclear because nobody agrees on the numbers.

Scope of work

What the engagement covers.

The scope is set to the situation — not every line below applies to every client.

Growth & Performance

  • Growth strategy and business-plan development
  • Profitability improvement analysis
  • Resource allocation and capital-allocation frameworks
  • Performance management and accountability structures
  • Pricing and margin analysis

Strategic Alternatives

  • Strategic alternatives analysis
  • Acquisition strategy and screening criteria
  • Exit planning and readiness timelines
  • Build, buy, or partner analysis
  • Scenario planning for major commitments

Finance Function Design

  • Finance-function design and staffing structure
  • Reporting automation and system selection
  • Close and control process design
  • Decision-support frameworks for owners and management teams
  • Documentation and handoff to internal leadership
Outcomes

What changes.

Described as the practical difference in how the business runs — not as a promised result.

  • Strategic choices compared on economics rather than on enthusiasm.

  • A clear view of which parts of the business create value and which consume it.

  • An acquisition framework applied consistently rather than deal by deal.

  • An exit plan with dates, dependencies, and the work sequenced backwards from it.

  • A finance function sized and structured for the company you are becoming.

How it runs

A defined sequence, with a clear endpoint.

  1. 01

    Frame the decision

    Define precisely what is being decided, what would change the answer, and what evidence is available.

  2. 02

    Analyze

    Build the supporting analysis — economics, scenarios, and risks — using the company's own financial data wherever possible.

  3. 03

    Recommend

    Deliver a clear recommendation with the reasoning, the assumptions, and the conditions under which it would change.

  4. 04

    Implement

    Translate the decision into the plan, the budget, and the reporting that will track whether it is working.

Related services
Fractional CFOEmbedded senior financial leadership without the fixed cost of a full-time CFO.M&A AdvisorySell-side preparation and buy-side analysis, with the financial work done early.Financial Modeling & FP&AModels, dashboards, and reporting built to be maintained — not rebuilt every quarter.
Next step

Have a decision in front of you?

Strategic engagements are scoped to a specific question, with a defined deliverable and timeline.