Build the financial foundation
before the deal begins.
For companies strengthening financial architecture and preparing for future acquisition, exit, or strategic growth — generally 18 or more months from an active transaction.
Phase
3-month minimum engagement · Monthly retainer
Schedule a Consult
"Most businesses leak value they never see — hidden in reports, buried in operations."
Preparation phase advisory
Strategic Access is for leadership teams who know a transaction is on the horizon but aren't yet in the deal — and who want to arrive at that moment with clean financials, a clear value story, and no surprises.
The monthly retainer secures reserved advisory capacity and defined priority access, calibrated to your preparation phase.
Reserved Advisory Capacity
Dedicated time with Holli each month — consistent, prioritized access to senior financial guidance.
Ongoing Financial Oversight
Continuous review of financial performance, KPIs, and enterprise value drivers across the engagement.
3-Month Minimum · Monthly Retainer
Structured for sustained preparation — not one-off advice, but a consistent advisory relationship over time.
Four pillars of
preparation-phase advisory
Strategic Access work is upstream of the deal — building the financial clarity, discipline, and value story that determines what kind of transaction you can command.
Financial Clarity & KPI Discipline
Establishing the financial reporting standards, KPI frameworks, and management accounts that give leadership real visibility — and give a future buyer confidence. Clean, consistent, and credible financials are a prerequisite for any transaction.
Profit & Cash Flow Optimization
Identifying where margin leaks, where cash is trapped, and where operational changes deliver outsized financial returns. Buyers pay for profitability and predictability — Strategic Access builds both before you need them.
Enterprise Value Strategy
Understanding the specific drivers — and detractors — of your enterprise value, and actively working to strengthen your multiple over time. The actions taken 18 months before a deal often determine the outcome more than anything done at the table.
Executive Decision Support
Direct advisory to the CEO or owner on major financial and strategic decisions — capital allocation, operational investment, organizational changes — framed around the long-term goal of maximizing enterprise value and transaction readiness.
Arrive at the deal
ready.
When you eventually enter a transaction — whether that's 18 months or 3 years away — you will arrive with financial statements a buyer can trust, a value story they can act on, and no last-minute surprises that erode the price.
The monthly retainer secures reserved advisory capacity and defined priority access, calibrated to your preparation phase.
Schedule a Consult →A sustained advisory
relationship, not a project.
Initial Financial Assessment
Holli reviews your current financial position, reporting quality, KPI framework, and enterprise value drivers — establishing a clear baseline for the engagement.
Monthly Advisory Rhythm
Reserved capacity each month for financial review, strategic decisions, and ongoing optimization work — consistent access, not episodic advice.
Preparation to Transaction
As your transaction timeline approaches, the engagement can evolve — escalating naturally into a higher-tier retainer when active deal support is needed.
From the boardroom
to your numbers
Holli Moeini is a CFO, CPA, and M&A advisor with over 30 years of experience building the financial foundations that drive exceptional outcomes in transactions.
Her first CFO role placed her at the center of a nine-figure exit. She spent years as EVP and CFO leading operations, IT, security, and strategy — she knows what strong financial architecture looks like from the inside, and what buyers scrutinize from the outside.
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 preparation work that Strategic Access is designed to support.
The work you do now
determines the deal you get later.
Strategic Access is for leaders who want to arrive at their transaction ready — not scrambling. Schedule a consultation to discuss your preparation phase.