ADVISORY SERVICES
Advisory Services Designed for Every Stage of Growth
Whether you’re launching, scaling, or optimizing — CoreAlign delivers the fractional CFO and COO
leadership your business needs at a price that makes sense.
Foundation Package
Ideal for businesses building operational structure and financial alignment while preparing for their next stage of growth.
- Monthly financial reviews & reporting
- Budget development & cash flow management
- Basic KPI tracking & financial health monitoring
- Quarterly strategy sessions
- Financial systems setup & optimization
MOST POPULAR
Growth Partner Package
Designed for companies looking to scale or actively scaling, that need ongoing executive financial and operational leadership.
- Everything in Foundation, plus:
- Advanced financial modeling & forecasting
- Operational process optimization
- Vendor & contract negotiation support
- Monthly leadership advisory calls
- Performance dashboard development
Executive Scaling Package
For organizations requiring integrated executive-level CFO and COO partnership to support complex growth and cash flow strategies.
- Everything in Growth Partner, plus:
- Full fractional CFO + COO integration
- M&A readiness & investor relations support
- Custom KPI dashboards & executive reporting
- Weekly strategic advisory sessions
- Capital strategy & fundraising support
One-Time Advisory Services
Negotiation Advisory
Contract review, deal structuring, and negotiation strategy. Protect your interests and maximize value in every business transaction.
Coaching, Conference Keynote & Speaking
Business transformation, financial leadership, and operational excellence topics. Engaging, insight-driven presentations for conferences and corporate events.
Startup & Launch Programs
Credited toward package
Startup Assessment
Business viability analysis, financial projections, and operational roadmap. The essential first step before committing to a full launch program.
Tier 1 Foundation
Entity setup, financial systems, and launch
infrastructure. Everything you need to open your doors with the right financial foundationin place.
Tier 2 Executive Launch
Full launch support with fractional CFO/COO oversight. Comprehensive guidance from business formation through first-year operations.