Exploring a Fractional Strategic Finance Partner For Your Business

Elbert Street Fractional Finance

Growth Decision Modeling

Many small business owners don’t struggle with revenue. They struggle with decision visibility.

They’re constantly asking:

  • Can I afford to hire?

  • Should I take on debt?

  • What happens if revenue slows?

  • When can I expand?

  • How to I prepare financially for a future sale?

Bookkeepers and CPAs track what already happened. We build forward-looking financial models that show what’s likely to happen so owners can make confident decisions before committing capital.

Growth Decision Modeling focuses on projecting cash flow, profitability, and risk under different business scenarios. These models become practical decision tools, helping owners evaluate hiring, financing, expansion, margin pressure, and long-term exit readiness before making major financial commitments.

Scope of Work

Cash Flow & Liquidity Planning

  • 13-week cash flow modeling

  • Payroll and bill payment planning

  • Seasonality and working capital planning

Margin & Profitability Improvement

  • Service or customer profitability

  • Labor and overhead burden analysis

  • Pricing and margin scenario modeling

Sales & Expense Forecasting

  • 12–36 month financial projections

  • Revenue driver and cost structure modeling

  • Scenario planning based on growth assumptions

Debt Capacity Modeling

  • Debt affordability and ‘Debt Service Coverage’ analysis

  • SBA and bank readiness modeling

  • Financing impact on cash flow

Exit Planning & Financial Readiness

  • Building a forward financial package for a future sale

  • Normalized earnings and cash flow views

  • Identifying financial gaps buyers will diligence

  • Guidance on financial tracking to maximize value in a 2–5 year exit window

What This Is Not

Growth Decision Modeling is forward-looking and decision-focused.

I do not provide:

  • Bookkeeping

  • QuickBooks cleanup or transaction coding

  • Payroll processing

  • Tax preparation

  • Historical accounting reconstruction

I can work alongside your bookkeeper and CPA using existing financials to build projection models and decision frameworks.

Where helpful, I can also provide suggestions on how financials or bookkeeping processes could be structured more effectively to support forecasting, decision-making, and future sale readiness, but I do not perform accounting or bookkeeping services directly.

Engagement Structure:

(1) Model Build: One-time engagement to develop cash flow and projection models tailored to your business.

(2) Ongoing Decision Support: Periodic updates, scenario analysis, and guidance as growth decisions arise.