Blueprint
Reverse-engineering your financial journey from formation to exit, Blueprint is your comprehensive roadmap to growth. This service provides tailored, actionable insights and strategies that prepare your business for every milestone—from initial funding rounds to a successful IPO or acquisition.
New
Playbooks
Designed for market domination, Playbooks equip you with strategic financial solutions to outmaneuver competitors. With a focus on rapid revenue growth and robust market share, Playbooks deliver the competitive edge you need to thrive in today’s dynamic business landscape.
Tailored pricing plans designed for you
Save 25%
Launch & Growth Package
$20,000/ month
Accounting & Bookkeeping
Full setup of your accounting system, automated transaction management, and timely bookkeeping
Core Financials
Detailed monthly financial reports (Profit & Loss, Balance Sheet, Cash Flow)
Budgeting & Forecasting tools to ensure you’re always one step ahead
Data-Driven Advisory
Basic CFO guidance sessions to interpret financial data and identify quick wins
Tailored KPIs and dashboards geared toward
Exit Readiness Package
$40,000/ month
Everything in Launch & Growth, plus:
Financial Blueprint
Reverse-engineer best practices to align your financial roadmap with a future exit event, be it an acquisition or IPO.
Advanced Financial Modeling
Detailed scenario models (growth, distribution expansions, new product lines) to highlight risks and ROI.
Cash Flow & Working Capital Optimization
Proactive strategies to maintain healthy inventory levels and prepare for seasonal demand spikes.
Investor & Board-Ready Documentation
Polished pitch decks, pro forma statements, and due diligence checklists for institutional investors.
Dedicated Partner CFO
Enhanced CFO advisory for monthly strategy sessions, leadership on capital strategy, and alignment with industry-specific regulations.
Exit & Transition Package
$60,000/ month
Everything in Scale & Exit-Readiness, plus:
Execution Playbooks
Proprietary, step-by-step guides to streamline operations, maximize EBIDTA, and boost valuation before an exit.
Enhanced Tax Strategy & Compliance
Advanced multi-state/national tax planning, R&D credits, and entity structuring to minimize liabilities and unlock savings.
Internal Controls & Process Optimization
Best-in-class governance to mitigate fraud risks, strengthen security, and instill investor confidence.
High-Touch CFO Advisory
A dedicated CFO lead on all investor calls, negotiation support, and customized M&A or IPO guidance.
Strategic M&A & Transition Management
Deal-room setup, synergy assessments, and post-deal integration frameworks to ensure a smooth transition.
Launch & Growth Package
$180,000/ year
Accounting & Bookkeeping
Full setup of your accounting system, automated transaction management, and timely bookkeeping
Core Financials
Detailed monthly financial reports (Profit & Loss, Balance Sheet, Cash Flow)
Budgeting & Forecasting tools to ensure you’re always one step ahead
Data-Driven Advisory
Basic CFO guidance sessions to interpret financial data and identify quick wins
Tailored KPIs and dashboards geared toward
Exit Readiness Package
$360,000/ year
Everything in Launch & Growth, plus:
Financial Blueprint
Reverse-engineer best practices to align your financial roadmap with a future exit event, be it an acquisition or IPO.
Advanced Financial Modeling
Detailed scenario models (growth, distribution expansions, new product lines) to highlight risks and ROI.
Cash Flow & Working Capital Optimization
Proactive strategies to maintain healthy inventory levels and prepare for seasonal demand spikes.
Investor & Board-Ready Documentation
Polished pitch decks, pro forma statements, and due diligence checklists for institutional investors.
Dedicated Partner CFO
Enhanced CFO advisory for monthly strategy sessions, leadership on capital strategy, and alignment with industry-specific regulations.
Exit & Transition Package
$540,000/ year
Everything in Scale & Exit-Readiness, plus:
Execution Playbooks
Proprietary, step-by-step guides to streamline operations, maximize EBIDTA, and boost valuation before an exit.
Enhanced Tax Strategy & Compliance
Advanced multi-state/national tax planning, R&D credits, and entity structuring to minimize liabilities and unlock savings.
Internal Controls & Process Optimization
Best-in-class governance to mitigate fraud risks, strengthen security, and instill investor confidence.
High-Touch CFO Advisory
A dedicated CFO lead on all investor calls, negotiation support, and customized M&A or IPO guidance.
Strategic M&A & Transition Management
Deal-room setup, synergy assessments, and post-deal integration frameworks to ensure a smooth transition.
CFO Services
Aligns financial strategy with business growth and exit planning, ensuring companies scale efficiently while maximizing valuation.
Financial Modeling and Variance Analysis
Build data-driven projections to optimize investment decisions, fundraising strategies, and long-term valuation growth. Detect financial gaps and trends, enabling agile decision-making to maintain growth momentum and investor trust.
Financial Planning and Analysis
Translate financial data into actionable insights that drive revenue growth, market expansion, and investor confidence. Identify profitability drivers and cost efficiencies to strengthen financial positioning and competitive advantage.
Transaction Advisory
Provide expert guidance on mergers, acquisitions, and IPO readiness to secure the most profitable exit.
Auditing and Tax Preparation
Ensures financial transparency, compliance, and strategic tax optimization to enhance valuation, attract investors, and maximize profitability for a successful exit or long-term growth.
Bookkeeping
Maintains accurate financial records to ensure compliance and provide a solid foundation for strategic decision-making.
Address
99 SE Mizner Blvd, STE 827, Boca Raton, FL 33432
info@crei.com
Phone
+1 (561) 247-5689