Professional portrait outside neoclassical building

CFO ADVISORY

Relentless Focus.

Transformational

Results.

Most founder-led businesses are worth
a fraction of what they could be.

We fix that.

Professional portrait outside neoclassical building

CFO ADVISORY

Relentless Focus.

Transformational

Results.

Most founder-led businesses are worth
a fraction of what they could be.

We fix that.

Professional portrait outside neoclassical building

CFO ADVISORY

Relentless Focus.

Transformational

Results.

Most founder-led businesses are worth
a fraction of what they could be.

We fix that.

ONE INTEGRATED FRACTIONAL CFO OFFER

THE ELEVATUS DIFFERENCE

Elevatus closes the gap between your business’s current state and it’s true potential.

We do this by embedding as your fractional CFO to install and run the private-equity growth playbook in your business while you still own it.

Our offer is a unique battle tested combination of financial leadership, growth consulting, and exit advisory.

The outcome is a business that is more profitable, efficient, and on an elevated growth trajectory that compounds over time.


Signing the legal contract
Signing the legal contract

Our Purpose

To elevate your growth, your profits, and your exit value.

Our Goal

Our goal is for the growth in your business value to far exceed what you invest in us.

Our Promise

We'll create value beyond the cost of your investment — or keep working with you until we do.

Our Ethos

Lead with integrity, think like an owner, and execute with discipline.

INDUSTRIES

Industries we serve with financial leadership.

Elevatus is a fractional CFO and growth advisory firm for founders generating $2M–$30M in revenue.

Private Education

Enrollment-driven institutions balancing mission and financial durability. Tuition strategy and facility commitments carry long tails that reward early rigor.

Professional Services

Firms where the asset is people and the economics are utilization and rate. Pricing tends to lag value by several years; the correction is usually straightforward and rarely made.

Trade Contractors

Project businesses with real job-costing complexity and long cash cycles. Most of our work here concerns margin visibility, pricing, and the gap between booked and billed.

Healthcare Services

Practices and groups navigating payer dynamics, provider economics, and an active consolidation market. Valuations in this sector reward clean numbers disproportionately.

Facility Services

Labor-heavy, contract-driven businesses where a few points of margin per site and efficient quality control matter. The work here is knowing your real cost to serve each account, pricing to it, and holding that discipline as wages move.

Hospitality

Strategic support for companies scaling teams, revenue, obligations, and operational complexity with seasonality, labor concerns, and unit-level returns.

Majestic stone columns and marble steps

Proven Results.
Reliable CFO Advisory.

We consistently deliver strong outcomes through deep business experience and a client-focused approach.

$1.2B+

Aggregate Enterprise Value of Businesses We've Worked With

186+

Businesses Successfully Advised

52+

Exits Advised

17+

Years of Experience

OUR PROCESS

How We Work
The 10 Month Roadmap

Underneath every phase, your CFO function runs continuously — clean financial reporting, a live KPI dashboard, rolling cash flow forecasts, bi-weekly working sessions, and a sophisticated monthly CFO report delivered ahead of every strategic review.

The roadmap below is what we build on top of that foundation.

Collaborative document review in law office
Discovery

The Conversation

A conversation about your business, your goals, and the fit. An honest initial assessment of where things stand and where we can potentially build value.

Discovery

The Conversation

A conversation about your business, your goals, and the fit. An honest initial assessment of where things stand and where we can potentially build value.

Month 1

Onboarding & Financial Foundation

A structured onboarding process where we gain familiarity with your numbers, learn the business inside out, build your financial reporting and visibility layer — adjusted EBITDA, dashboard, cash flow models — and set the goals we'll drive toward.

Month 1

Onboarding & Financial Foundation

A structured onboarding process where we gain familiarity with your numbers, learn the business inside out, build your financial reporting and visibility layer — adjusted EBITDA, dashboard, cash flow models — and set the goals we'll drive toward.

Month 2

Deep Diagnostic & Growth Plan

A full diagnostic across your financials, operations, and sales — margins, pricing, bottlenecks, customer profitability, owner dependency — resulting in a prioritized growth plan to improve your growth trajectory, margins, revenue, operating efficiency, and exit multiple.

Month 2

Deep Diagnostic & Growth Plan

A full diagnostic across your financials, operations, and sales — margins, pricing, bottlenecks, customer profitability, owner dependency — resulting in a prioritized growth plan to improve your growth trajectory, margins, revenue, operating efficiency, and exit multiple.

Months 3 to 5

Execute

We work the plan across all three pillars — profit levers, operational efficiency, value drivers — targeting early wins to deliver quick ROI and build for long term growth. Deliberate work, measured in dollars and trajectory.

Months 3 to 5

Execute

We work the plan across all three pillars — profit levers, operational efficiency, value drivers — targeting early wins to deliver quick ROI and build for long term growth. Deliberate work, measured in dollars and trajectory.

Collaborative document review in law office
Month 6

Deep Progress Review

A full review of results to date and an updated valuation against your baseline. We double down on what's working, fix what's not, and work with you to recalibrate and sharpen the plan for the second half.

Month 6

Deep Progress Review

A full review of results to date and an updated valuation against your baseline. We double down on what's working, fix what's not, and work with you to recalibrate and sharpen the plan for the second half.

Month 7 to 10

Execute & Compound

Execute our iterated growth plan and compound on the systems and value builders that we've been installing.

Month 7 to 10

Execute & Compound

Execute our iterated growth plan and compound on the systems and value builders that we've been installing.

Month 10

The Capstone

A full review of value created, an updated valuation, your exit-readiness scorecard, and a clear roadmap forward to unlock the next level of growth.

Month 10

The Capstone

A full review of value created, an updated valuation, your exit-readiness scorecard, and a clear roadmap forward to unlock the next level of growth.

Month 11+

Compound Growth

Month 10 isn't the finish line — it's where growth compounding begins.

Month 11+

Compound Growth

Month 10 isn't the finish line — it's where growth compounding begins.

WHAT WE DO

We Grow What Your Business Is Worth.

We Grow What Your Business Is Worth.

We Grow What Your Business Is Worth.

You built this. Real revenue, real profit, a real business. And somewhere in your gut you know it could be worth a lot more than it is — that there's profit you're not capturing, growth you can't quite unlock, and an exit-value number at the end of all this that should be bigger.


You're right.


Here's what no one tells you: when private equity buys a business like yours, they run a growth playbook. Improve efficiency and margins. Sharpen pricing. Build systems. Get the company off the owner's back and so much more. A few years later it's worth multiples more — and they keep the difference.


That difference should be yours. You may not yet have had the playbook—or the support—to unlock that growth.


We do.


We run that same playbook — for you, while you still own every share.


We embed as your CFO and grow what the business earns and what it's worth, month after month, measured in dollars.


We're your fractional CFO, growth advisor, and exit advisor rolled into one integrated engagement.


Sell in two years or run it for thirty. Either way, you'll own a business worth dramatically more, operating more efficiently, with better cash flow, and that finally gives you your time back.


That's the work. Let's grow together.



You built this. Real revenue, real profit, a real business. And somewhere in your gut you know it could be worth a lot more than it is — that there's profit you're not capturing, growth you can't quite unlock, and an exit-value number at the end of all this that should be bigger.


You're right.


Here's what no one tells you: when private equity buys a business like yours, they run a growth playbook. Improve efficiency and margins. Sharpen pricing. Build systems. Get the company off the owner's back and so much more. A few years later it's worth multiples more — and they keep the difference.


That difference should be yours. You may not yet have had the playbook—or the support—to unlock that growth.


We do.


We run that same playbook — for you, while you still own every share.


We embed as your CFO and grow what the business earns and what it's worth, month after month, measured in dollars.


We're your fractional CFO, growth advisor, and exit advisor rolled into one integrated engagement.


Sell in two years or run it for thirty. Either way, you'll own a business worth dramatically more, operating more efficiently, with better cash flow, and that finally gives you your time back.


That's the work. Let's grow together.



Financial Leadership

Your accountant tells you what happened. Your CFO engineers what happens next.

Growth Consulting

The private equity growth playbook customized to you — installed and operated in your business.

Exit Advisory

Worth more. Built better. Still yours.
Every move builds toward a more profitable, efficient, and valuable business. A higher multiple delivering dramatic increases in value — whether you sell in two years or twenty.

Elevatus Advisory

Elevatus Advisory

CFO led growth. Built for a lucrative exit.

Strategic financial leadership for founder-led businesses.

Focused on growing your profits and enterprise value.

Known for calm judgment in high-stakes moments.

OUR FOUNDER

Meet Our Founder

Over 17 years of working with founders and private equity, I've seen far too many business owners struggle with cash management, efficiency, growth and leave significant money on the table by not growing their business to its true potential.

Growth and business value that is left unrealized or quickly captured by the next owner.

I founded Elevatus Advisory to fix this.

My goal is to grow what your business is worththrough financial leadership, proven value-building systems and frameworks, and disciplined execution that improves revenue, margins, cash flow, and exit value.

Elevatus delivers financial leadership, growth consulting, and exit advisory in one integrated fractional CFO engagement.

We bring deep experience, a collaborative approach, integrity, and a relentless focus on making every dollar you invest in us worth multiples more.

Let's grow together.

Kit Mehta

Founder & CEO

Elevatus Advisory

Over 17 years of working with founders and private equity, I've seen far too many business owners struggle with cash management, efficiency, growth and leave significant money on the table by not growing their business to its true potential.

Growth and business value that is left unrealized or quickly captured by the next owner.

I founded Elevatus Advisory to fix this.

My goal is to grow what your business is worth—through financial leadership, proven value-building systems and frameworks, and disciplined execution that improves revenue, margins, cash flow, and exit value.

Elevatus delivers financial leadership, growth consulting, and exit advisory in one integrated fractional CFO engagement.

We bring deep experience, a collaborative approach, integrity, and a relentless focus on making every dollar you invest in us worth multiples more.

Let's grow together.

Kit Mehta

Founder & CEO

Elevatus Advisory

Kit Mehta, Founder of Elevatus Advisory

Experience

17+ years across M&A, transaction advisory, and CFO leadership

Credentials

CVA, PMP. Partner at Bristol Group, lower middle-market M&A.

Track Record

52+ exits and 186+ businesses advised.

Recognition

IBBA & M&A Source award winner. WSJ Bestselling Co-Author of the book: Success Mindsets..

Connect with Kit on LinkedIn

Elevatus Advisory — book a consultation

Own A Business Worth Dramatically More

One conversation is all it takes to see what your business could be worth. No pitch. No pressure. A straight assessment.

Elevatus Advisory — book a consultation

Own A Business Worth Dramatically More

One conversation is all it takes to see what your business could be worth. No pitch. No pressure. A straight assessment.

ILLUSTRATIVE EXAMPLE

Exceptional Results: An Illustrative Example

Exceptional Results: An Illustrative Example

Exceptional Results: An Illustrative Example

A conservative high-level example of how clear strategy and financial leadership can change the trajectory of a business.

Illustrative example only. Not a client case study or guarantee of results. Actual outcomes vary and depend on your business, skills, decisions, market conditions, and execution.

01 · MONTH 0

Undervalued.
Cash Pressure.
Engagement Begins

Undervalued.
Cash Pressure.
Engagement Begins

Annual Revenue: $8.0M

EBITDA Margin: 9% / $720k

Exit Value Multiple: 3.0X

Enterprise Value: $2.2M

Onboarding Begins

02 · MONTH 10

After 10 Months Of Working With Elevatus

After 10 Months Of Working With Elevatus

Annual Revenue (+8%): $8.64M

EBITDA Margin (+1%): 11% / $950k

Exit Value Multiple (+0.5X): 3.5X

Enterprise Value: $3.3M

Elevated Growth Trajectory

EXCEPTIONAL ROI

The Difference

The Difference

Revenue Growth: +$640k

EBITDA Growth: +$230k

Exit Multiple Growth: 0.5X

Enterprise Value Growth: $1.1M

ROI on $4500/m fees paid: 24X

Growth Compounding

FLAT FEE

One price.
Everything included.

One price.
Everything included.

A single advisory engagement designed to give you clarity, direction, and a practical next-step plan without hourly uncertainty.

A single advisory engagement designed to give you clarity, direction, and a practical next-step plan without hourly uncertainty.

CFO ADVISORY ENGAGEMENT

Flat Monthly Fee.

Flat Monthly Fee.

Our goal on every engagement: the growth in your enterprise value far exceeds the fees you pay us.


No long term contract. If this isn't right for you, cancel anytime, and we part ways as friends.

Our goal on every engagement: the growth in your enterprise value far exceeds the fees you pay us.


No long term contract. If this isn't right for you, cancel anytime, and we part ways as friends.

Flat fee

$4,500

$4,500

$4,500

Growth Consulting

We grow revenue and profits and plug the holes draining both.

Financial Leadership

Data driven approach to efficiency and growth. Clean numbers, KPI tracking, forward visibility, decision support, and cash flow optimization.

Exit Advisory

Clear systems, recommendations, and next steps to build enterprise value.

CLIENT WORDS

Hear From Former Clients

Hear From Former Clients

Words from clients who have directly worked with Kit before.

Words from clients who have directly worked with Kit before.

You did a phenomenal job from day 1. Your expertise, advice, follow up, and diplomatic approach made you a great resource and partner during this process.

President

Service Company

Commercial Cleaning Business

“There is no way we could have done this without you. You made the whole process roll out wonderfully… always wanting what was best for us.”

Owners

Home Service Franchise Business

“Thanks for all your help! It was a pleasure to work with you.”

CFO & Owner

Pool and Landscaping Company

“Thank you for all your hard work.”

Owner

Tree Servicing Company

“We really feel like you were sent to us to help. A ‘God wink’ or whatever you want to call it. All I know is you have been an absolute blessing to work with.”

Owner

Facility Services Business

FAQ

Questions we typically hear from founders.

A few straight answers about what we do, who it's for, and how engagements work.

If you have further questions, please get in touch at kit@elevatusadvisory.com.

What happens during the first call?

Who is this for?

I'm already slammed. I don't have time to add another thing.

What does ROI look like?

What does Elevatus Advisory do?

What's the difference between an Accountant and Elevatus Advisory?

How do I get started?

What type of clients do you typically work with?

Elevatus Advisory is a growth oriented fractional CFO firm laser focused on growing enterprise value for founder-led businesses generating $2M–$30M in revenue.

Elevatus Advisory LLC provides fractional CFO and growth advisory services. We are not a licensed CPA firm and do not provide tax, audit, or investment advice. Results are not guaranteed.