Solutions

Turning chaos into order.

Whether through ongoing fractional CFO support, focused project engagements, or high-level advisory, we walk alongside founders to bring order to the chaos, strengthen operations, and position businesses for high-value exits

Fractional CFO Services

Senior-level financial leadership without the full-time cost. We integrate into your business to provide strategic oversight and process discipline that grows with you.

Financial audits and cleanup to establish a strong foundation
Cash flow forecasting and scenario modeling
Monthly financial analysis with actionable insights
Budgeting and advanced forecasting for growth
Profitability optimization across clients, products, and services
Processes for resource and capital allocation principles
Board and investor-ready reporting packages
Strategic financial planning and valuation support
Accounting and financial reporting oversight
Exit preparation and diligence readiness

Focused Project Engagements

Targeted engagements to solve critical challenges, prepare for growth or build a plan to exit. Designed to meet you where you are and deliver immediate, measurable results.

Workflow and operational audits to identify bottlenecks
Process documentation and standardization across teams
Optimize monetization and pricing strategies
Client profitability analysis and retention analysis
Reporting dashboard builds and automation setup
Finance and operational restructuring for clarity and scalability
Profitability at scale assessments
Financial literacy organizational training
Compensation design for high performing teams
Diligence support and narrative development for exit
M&A integration or change management initiatives

Quality of Earnings

Whether you’re preparing to sell your business or evaluating an acquisition, a Quality of Earnings report provides clarity, confidence, and credibility. At LB Advisory, we deliver investor-grade analysis with an operator’s perspective , faster and more cost-effective than traditional firms.

Sell-Side QoE

Normalize EBITDA with clear addbacks and adjustments
Highlight revenue quality, growth drivers, and risks
Prepare investor-ready reporting that withstands scrutiny
Build confidence in your numbers and maximize valuation

Buy-Side QoE

Validate the seller’s financial story and EBITDA adjustments
Assess revenue sustainability, customer concentration, and churn
Identify hidden risks in expenses, contracts, and working capital
Provide insights on growth potential and deal sensitivities

Advisory

Strategic guidance for founders and executive teams at key inflection points. Advisory support that sharpens decision-making and positions your company for long-term value creation.

Growth and exit strategy development
Business valuation optimization and positioning
Investment and capital raise readiness support
Leadership coaching and succession planning
Scalable organizational design and partnership development
Culture, values, and change management integration
Competitive positioning and market expansion planning
Investor, buyer, and diligence communication strategy

Results

The true measure of impact is in the outcomes. Across media, agencies, and service-driven businesses, disciplined financial leadership and operational excellence have consistently delivered stronger margins, scalable growth, and successful exits. These stories highlight how clarity, confidence, and preparation translate into lasting value for all.

Publishing Company

This company had grown rapidly, but years of restructures left the books messy and the operations patchworked with bandaid solutions. Assets and financials required significant reclassification, and there was no unified system across the business. These issues threatened to undermine value during diligence.

Industry: Media

By developing clean financial reporting and building a unified operational framework, we backed up the company’s growth story with the analytics and data buyers demanded across all functions: Revenue, audience development, growth, product, operations and finance.

The result was a successful exit in 2025 at a premium valuation, driven by both the strength of the numbers and the confidence of a clear story.

Marketing Agency

The agency had strong client demand but was struggling with declining profitability. Years of rapid expansion created operational bottlenecks, and incentive compensation structures were misaligned with margin goals. Project delivery slowed, efficiency dropped, and margins eroded over time.

Industry: Services

A restructuring of compensation systems aligned incentives with profitability, while operational workflows were redesigned to eliminate delivery bottlenecks. Reporting was strengthened to create greater visibility into margin performance and accountability across teams.

The result was a 28% increase in gross margins, restoring profitability and providing the financial stability needed for massive but sustainable growth.

Marketing Agency

A high-performing marketing agency lacked financial visibility and consistent operational discipline. Leadership had limited insight into profitability drivers, and decision-making was constrained by the absence of reliable financial and operational data.

Industry: Tech/Services

Financial dashboards and performance reporting were created to provide transparency at both the leadership and team level. The organization was trained to use these insights in managing to financial performance, embedding accountability into daily operations.