Financial Advisory · Executive Counsel

Executive Advisory

Senior financial counsel for a consequential decision — an acquisition, a major capital commitment, a restructuring or an ownership change.

When the decision is large and hard to reverse, the framing matters as much as the arithmetic.

$9,997 · one-time fixed fee
Who it is for

Built for owners who…

01

Owners weighing an acquisition, expansion or major capital investment

02

Leadership teams preparing for a recapitalisation, new financing or partner change

03

Family businesses planning a transition of ownership or leadership

04

Boards that want an independent financial view before committing

What is included

What we do together

  • Decision framing workshop to define the question, options and constraints
  • Financial model of the decision with base, downside and upside cases
  • Funding and cash impact analysis over a 24-month horizon
  • Risk register of the key assumptions and what would change the answer
  • Preparation support for lender, investor or board conversations
  • Up to 90 days of advisory support while the decision is executed
Deliverables

What you receive

  • Decision model (spreadsheet) with documented assumptions
  • Board-ready decision memo
  • 24-month cash and funding outlook
  • Implementation checklist and 90-day oversight cadence
Process

How it works

1

Apply

Tell us about the decision on the table and its timeline.

2

Fit call

We confirm scope, confidentiality needs and who needs to be involved.

3

Model and challenge

We build the model and pressure-test it with your team.

4

Decide and execute

We support the decision and the first 90 days of execution.

FAQ

Common questions

Why apply rather than buy?

Every Executive Advisory engagement is scoped to a specific decision. We confirm fit, timing and confidentiality before any payment is taken.

Do you act as a broker or take a success fee?

No. We are paid a fixed fee for advice, which keeps our view independent of the outcome.

Can you work alongside our accountant and lawyer?

Yes. We coordinate with your existing advisers and are clear about which questions belong to them.

Is the fee payable up front?

Once the scope is confirmed you will receive a payment link for the fixed fee.

How do I pay?

Payments are processed securely by Stripe. This is a single one-time payment.

What is your refund policy?

Please read our Refund & Returns Policy before purchasing.

Application

Apply for Executive Advisory

Tell us a little about your business. We review every application and reply by email. If it is a fit, you will receive a secure Stripe link for $9,997 one-time.

Executive Advisory — $9,997

When the decision is large and hard to reverse, the framing matters as much as the arithmetic.

KFMB Consulting provides financial advisory, management and bookkeeping support. We are not a CPA firm, we do not perform audits or issue audit opinions, and nothing on this page is tax, legal or investment advice. Outcomes depend on your business and the decisions you make.

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