Deep advisory as you move
toward the transaction.
For companies within 12 to 24 months of acquisition, exit, or structured transaction planning — where value creation execution and deal readiness must happen in parallel.
Planning Phase
3-month minimum engagement · Monthly retainer
Schedule a Consult
"The actions taken in the 12 months before a deal often determine the outcome more than anything done at the table."
Structured transaction planning phase
The Embedded Strategic Advisor retainer is for leadership teams actively moving toward a transaction — where preparation and execution must happen at the same time, and where the cost of a misstep compounds quickly.
The monthly retainer secures reserved advisory capacity and defined priority access, calibrated to your transaction planning phase.
Reserved Advisory Capacity
Dedicated, prioritized access to Holli each month — structured around the pace and demands of your transaction timeline.
Integrated Deal Team Support
Holli works as part of your extended team — aligned with your advisors, counsel, and leadership on transaction readiness.
3-Month Minimum · Monthly Retainer
Transaction planning requires sustained momentum — this engagement is built for continuity, not one-time advisory.
Five pillars of
transaction-phase advisory
At this stage, value creation and deal readiness run in parallel. Every financial and operational decision carries transaction implications — Holli ensures none of them are made in isolation.
Value Creation Execution
Translating value creation strategy into concrete financial and operational actions — the work that moves your multiple before a buyer runs their own analysis.
Transaction Readiness Refinement
Stress-testing your financial story, tightening your data room, and closing the gaps that surface in diligence — before a buyer finds them under pressure.
Deal Evaluation Advisory
Independent financial assessment of deal terms, structure, and counterparty — helping you evaluate what's on the table with clear eyes and no conflict of interest.
Financial Diligence Strategy
Preparing your financial records, QoE positioning, and diligence responses — so you enter the process in a position of strength, not reaction. Holli knows what buyers look for because she's been on both sides of the table.
Board & Investor Preparation
Preparing the financial narrative, board materials, and investor-facing presentations that position your business credibly and compellingly — at the level of sophistication a transaction demands.
Enter the transaction
from a position of strength.
When you reach the table, your financial story is tight, your diligence is prepared, your value creation is documented, and your board is aligned. You negotiate from clarity — not from catch-up.
The monthly retainer secures reserved advisory capacity and defined priority access, calibrated to your transaction planning phase.
Schedule a Consult →Embedded in your process.
Present at every decision.
Transaction Readiness Review
Holli conducts a comprehensive review of your financial position, deal readiness gaps, and value creation opportunities — establishing priorities for the engagement.
Monthly Advisory & Execution
Ongoing advisory rhythm each month — diligence preparation, value creation execution, board materials, deal evaluation, and financial strategy all move in parallel.
Through Active Transaction
As you enter the active deal phase, the engagement can escalate to Strategic Partner — ensuring continuity of advisory at the highest intensity point of the transaction.
From the boardroom
to your deal
Holli Moeini is a CFO, CPA, and M&A advisor with over 30 years guiding companies through the financial and strategic work that determines transaction outcomes.
She has led as EVP and CFO — managing operations, IT, security, and companywide strategy. She has been inside the deals, not just advising on them. Her first CFO role placed her at the center of a nine-figure exit.
Most recently, she guided a founder from not being ready to sell to a successful eight-figure exit in just 12 months — by doing exactly the execution work the Embedded Advisor retainer is built around.
The transaction is coming.
Arrive ready.
The Embedded Strategic Advisor retainer is for leaders who are serious about their transaction outcome — not just hoping for one. Schedule a consultation to discuss your timeline.