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.
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.

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.


WHAT WE DO
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.

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
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
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
Annual Revenue: $8.0M
EBITDA Margin: 9% / $720k
Exit Value Multiple: 3.0X
Enterprise Value: $2.2M
Onboarding Begins
02 · MONTH 10
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
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
CFO ADVISORY ENGAGEMENT
Flat fee
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
“
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
“
“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?



