Build.
Where is the cash going, and which work makes money?
Embedded CFO leadership: cash visibility, margin and pricing clarity, reporting the owner can act on and a capital plan tied to the business.
Services
Build. Buy. Sell. Operate.
Finance, M&A and operating advisory for owner-led businesses and family offices. Ongoing leadership or defined project work, shaped around the business and the decision.
Four kinds of work. One second chair.
Buy.
Which business is worth buying, and can we integrate it?
Target research and screening, acquisition modeling, diligence coordination, financing analysis and CFO leadership through integration.
Sell.
Will the numbers hold up when a buyer looks closely?
Buyer-ready financials, normalized earnings, diligence preparation and a data room organized before a sale becomes urgent.
Operate.
Which jobs, projects and teams deserve more capital?
Finance kept close to the work: project economics, job costing, operating reporting and accountable follow-through.
Specialty
Project Economics + Job Costing
For businesses where profitability lives at the job, project, build or activation level.
- Budget vs. actual by project
- Labor, material, subcontractor and freight capture
- Burden and overhead allocation that reflects reality
- Estimate-to-complete and margin-at-completion forecasting
- Change-order and scope-creep visibility
- Project-level cash flow and billing cadence
- Post-mortem analysis: what made money, what did not, and why
Builds. Developments. Experiential activations. Product launches. Vehicles. Museums. Production.
Core engagements
01
Embedded CFO
Ongoing senior financial leadership for businesses that have outgrown the finance function around them.
- Cash flow and forecasting
- Monthly reporting and close discipline
- Margins, pricing and unit economics
- Capital allocation and financing decisions
- Risk management
- Finance team leadership
- Owner and leadership decision support
02
Transaction CFO
Buy-side and sell-side financial leadership when the stakes get higher.
- Acquisition target research, market mapping and screening
- Acquisition and sale modeling
- Diligence preparation and management
- Working capital and normalized EBITDA
- Buyer and lender financial requests
- Financing strategy
- Integration planning and post-close support
Ways in
Shorter, defined engagements can be a way in, with ongoing work only if the business needs it.
90-Day CFO Reset
A focused engagement to get the finance function under control before deciding what should come next.
- Cash visibility and close process
- Forecasting and reporting
- Margin and job-costing analysis, KPI design
- Finance-team roles, accountability and 12-month finance priorities
Built to Sell
Preparation before a transaction becomes urgent.
- Financial cleanup and buyer-ready reporting
- Diligence readiness
- EBITDA normalization
- Management reporting, data-room structure and a financial story that holds up under scrutiny
A few useful answers.
Who does Business Dad Energy help?
We work with owner-led businesses that need senior financial and operating judgment, and family offices acquiring or supporting operating companies. Manufacturing and fabrication, and events and experiential production, are our priority sectors.
How is an Embedded CFO different from project work?
An Embedded CFO provides ongoing financial leadership, reporting discipline and decision support. Project work has a defined scope, such as a finance reset, acquisition model or sale-readiness engagement. The right shape follows the business need.
What support is available for an acquisition or sale?
We support acquisition target research and screening, financial modeling, diligence coordination, financing analysis, normalized earnings, data-room preparation and integration planning. Legal, tax and regulated transaction work stays with the appropriate specialist advisers.
What makes the job costing specialty different?
Our project economics work connects labor, materials, vendors, freight, overhead and scope changes to individual jobs. Budget-to-actual and estimate-to-complete reporting help leadership see margin and cash exposure while the work is still underway.
How does an engagement start?
Start with a short note about the business or transaction. The first conversation is to understand the decision and see whether there is a useful fit. If there is, we agree a clear scope, responsibilities and the information needed, then work beside your team.