Fractional CFO Services
Manufacturing CFO consulting, built from real shop-floor experience
Bryan's core specialty is family-owned manufacturing companies — margin improvement, cost controls, and succession planning grounded in direct manufacturing operations management experience. The same four engagements also serve dental practices and other owner-led businesses, plus two diagnostic health checks, all designed to give owners CFO-level financial leadership without a full-time executive hire.
01 — Bryan's Core Specialty
Family-Owned Manufacturing CFO
Manufacturing is unique among owner-led businesses: the financial statement is downstream of what happens on the floor — input costs, throughput, labor efficiency, equipment utilization. Bryan brings direct manufacturing operations management experience to this engagement, not just outside financial analysis, so cost-control and margin decisions are grounded in operational reality.
For family-owned and closely-held manufacturers, we also work through multi-entity structures, working capital tied up in inventory and equipment, and the financial side of succession planning — so the business is positioned to thrive across generations, not just this quarter.
- Margin improvement and cost controls rooted in manufacturing operations experience
- Multi-entity financial strategy, working capital discipline, and consolidated reporting
- Succession planning for the next generation, grounded in real financial readiness
02 — For Dental Groups
Dental Practice CFO
For dental practices and groups in the $1M–$200M revenue range, growth outpaces the financial infrastructure that's supposed to support it. This engagement positions Bryan as your financial quarterback — the person coordinating cash flow, profitability, and growth decisions across every location.
Whether you're a single high-performing practice or a multi-location group preparing for its next stage, the goal is the same: profitability that scales as fast as your patient base does.
- Practice profitability analysis by location and provider
- Growth-stage financial management for multi-location groups
- Financial quarterback coordinating strategy across your team
03 — For Growing Operations
Cash Flow & Profitability
Revenue can grow while cash gets tighter — it's one of the most common (and dangerous) patterns in owner-led businesses, and especially in manufacturing, where working capital gets tied up in inventory and equipment. This engagement focuses on working capital discipline, margin improvement, and the governance and controls that keep growth from outrunning your cash position.
We look at what's really driving profitability at the line-item level — input costs, waste, throughput — then build the forecasting and controls that let you see problems months before they become emergencies.
- Cash flow forecasting and working capital discipline
- Margin improvement across products, services, or locations
- Governance and financial controls built for how you operate
04 — For Complete Coverage
CPA Coordination
A fractional CFO doesn't replace your CPA — the best outcomes happen when the two work in lockstep. This engagement keeps your existing CPA firm and your financial strategy aligned, with clear accountability for tax strategy, reporting accuracy, and forward-looking decisions.
You keep the accountant you trust. You gain a strategic partner who makes sure nothing falls between the cracks of "that's a tax question" and "that's a CFO question."
- Works alongside — not in competition with — your CPA firm
- Shared accountability on tax strategy and timing
- Alignment between compliance reporting and strategic planning
Diagnostic Health Checks
Start with a clear picture of where you stand
Before any engagement, these two diagnostics give you an honest, structured read on your business's financial and legal-entity health.
The 15-Point Financial Health Check
A structured review across five categories that matter most to lenders, buyers, and owners alike — Liquidity, Profitability, Sales Performance, Borrowing & Leverage, and Asset Utilization.
- Liquidity
- Profitability
- Sales Performance
- Borrowing & Leverage
- Asset Utilization
Deliverables: a detailed report, a plain-English narrative summary, and a prioritized action plan.
The 12-Point Business Entity Health Check
A review of your entity structure — LLC, S-Corp, or C-Corp — across the factors that quietly cost owners the most money and protection over time.
- Liability Exposure
- Pass-Through Taxation
- QBI Eligibility
- Self-Employment Tax
- Exit / Sale Consequences
Deliverables: a detailed report, a plain-English narrative summary, and a prioritized action plan.
Not sure which service fits?
Tell us about your business on the intake form and Bryan will recommend the right starting point.