Financial clarity for companies building what's next.
Funk Enterprises Advisory partners with founders, owners and leadership teams to run disciplined finance functions, make confident decisions and execute transactions.
A consultative finance partner, not just a service provider.
We embed with our clients as an extension of their leadership team. Our consultants bring transaction, operating and accounting experience to every engagement, so the numbers you rely on are accurate, timely and tied to strategy.
Whether you need monthly close support or a full M&A process, we scale our involvement to the stage and needs of your business.
Services built around the full finance lifecycle.
From day-to-day accounting through capital events, our team delivers the financial infrastructure and insight growing companies need.
Mergers & Acquisitions
Buy-side and sell-side advisory, target evaluation, deal structuring, negotiation support and post-close integration.
Bookkeeping & Accounting
Accurate, timely books with month-end close, reconciliations, payables and receivables management.
Financial Reporting
GAAP-aligned financial statements, management reporting packages and board-ready reporting.
Budgeting & Forecasting
Annual operating budgets, rolling forecasts and variance analysis that keep plans tied to performance.
Strategic Finance
FP&A, scenario planning, pricing and unit economics analysis to support major decisions.
Working Capital & Cash Flow
13-week cash flow forecasting, working capital optimization and liquidity planning.
Fractional CFO
Executive-level finance leadership on a part-time or interim basis, without the full-time cost.
Financial Modeling & Valuation
Three-statement models, DCF and comparable analyses for planning, fundraising and transactions.
Capital Raising Support
Investor materials, data room preparation and lender and investor readiness for debt and equity raises.
Due Diligence & Quality of Earnings
Financial due diligence, normalized EBITDA analysis and transaction readiness reviews.
KPI & Performance Dashboards
Metrics frameworks and dashboards that give leadership real-time visibility into the business.
Systems & Process Improvement
Accounting system selection, implementation and controls that scale with your company.
Deep familiarity with the business models we serve.
Every industry runs on different drivers. We bring a working knowledge of the metrics, revenue models and cost structures that matter in each.
SaaS & Software
ARR, churn, CAC payback and subscription revenue recognition.
Business Services
Utilization, project margins and recurring service contracts.
Consumer Goods & Services
Inventory, channel economics, margins and brand growth.
FinTech
Payments, lending and platform economics with regulatory awareness.
Sports
Teams, leagues, facilities and athlete-driven business ventures.
Media & Entertainment
Content, production, rights, licensing and live events.
Healthcare Services
Practice groups, reimbursement and multi-site operations.
Real Estate & Construction
Project accounting, development budgets and property portfolios.
Manufacturing & Distribution
Cost accounting, inventory control and supply chain finance.
Hospitality & Restaurants
Unit-level P&L, labor cost management and expansion planning.
A structured engagement, tailored to you.
Every relationship follows a clear path from understanding your business to delivering measurable results.
Discover
We learn your business model, goals, systems and current financial position.
Assess
We identify gaps, risks and opportunities across reporting, cash and strategy.
Execute
Our team delivers the work with clear timelines, owners and deliverables.
Advise
Ongoing insight and guidance as your business grows and its needs change.
Experienced professionals, dedicated to your success.
Our team of more than ten consultants and finance professionals brings together backgrounds in investment banking, corporate finance, public accounting and operations.
- Transaction and M&A advisory experience
- Controller and accounting expertise
- FP&A and strategic planning leadership
- Industry-specific operating knowledge
Let's discuss your business.
Schedule a complimentary consultation to talk through your goals and how Funk Enterprises Advisory can help.