Financely is a structured finance advisory firm with hard skills in credit analysis, deal structuring, lender packaging, term sheet preparation, and capital provider distribution.
When your vessel's almost ready for delivery but your long-term financing isn't in place, a funding gap can really mess with your schedule, acceptance, or even your cash position. Maritime bridge financing steps in with short-term capital so you can pay the yard, close
Thinking about rolling up insurance agencies to expand faster? Every acquisition needs a funding plan that protects your cash flow and ownership. You’ve got options: bank debt, SBA loans, private credit, seller financing, equity, carrier relationships, and a few other structures. You can fund an insurance agency roll-up
Your accountant keeps your financial records accurate and takes care of compliance work. A fractional CFO uses that info to improve cash flow, build forecasts, strengthen reporting, and support key business decisions. A fractional CFO works with your accountant by turning reliable data into clear plans for cash management, budgeting,
A fractional CFO gives you experienced financial support during M&A due diligence, but without the price tag of a full-time executive. You get help preparing records, testing financial performance, assessing risks, and handling buyer or seller questions. A fractional CFO helps you build reliable financial records, validate
Winning a government contract can create a cash flow gap. You might need to cover payroll, materials, and startup costs weeks or even months before the agency pays your invoice. You can finance the gap through invoice factoring, purchase order financing, lender or SBA-backed funding, progress payments, advance payments,
Selling a company takes a lot more than just strong sales. Buyers want reliable financial reports, steady cash flow, clear operations, and proof that your results can keep going after the sale. A fractional CFO gets your company ready to sell by improving financial accuracy, earnings quality, cash flow, valuation
When one major customer brings in most of your revenue, that relationship can open doors to funding. But it’s risky, and lenders or investors will dig into your contract, payment history, the customer’s stability, and how you plan to handle that risk. You can finance your business through
Board reporting should help you make informed decisions—not force you to hunt through endless, confusing spreadsheets. A fractional CFO can fix weak reporting by improving data accuracy, clarifying performance, strengthening forecasts, and connecting financial results to business priorities. You might face unclear KPIs, limited cash flow visibility, unreliable forecasts,
Cash flow problems usually start with limited visibility. When you can't see your current cash position, expected collections, upcoming payments, and the main business drivers in one place, you might make key decisions with only half the picture. A fractional CFO improves cash flow visibility by building reliable
Growth tends to reveal weak financial processes. Spreadsheets slow down reporting, cash flow gaps limit decisions, and unclear margins make it hard to see which parts of your business actually create value. A fractional CFO builds the financial systems you need to forecast revenue, manage cash, control costs, guide investment,
As your business grows, basic bookkeeping might not cut it anymore. Complex operations, new funding needs, tax headaches, and faster growth can really show the cracks in your current accounting support. You may have outgrown your accountant if you get limited advice, wait too long for financial reports, deal with
A fractional CFO helps you look past just revenue and dig into what really drives sustainable growth. By tracking the right financial and operating measures, you can spot risks early, control costs, protect cash, and make better decisions. The 10 KPIs a fractional CFO tracks show whether your company is