"At this stage, the cost of a wrong decision is not measured in time — it is measured in value lost."
Senior advisory at the
moment it matters most.
Reserved for active transaction phase or compressed 12-month timelines. Real-time executive decision advisory, transaction modeling, and negotiation strategy — when the deal is live.
Phase
3-month minimum engagement · Monthly retainer
Schedule a ConsultExecution phase advisory with priority access
The Strategic Partner retainer is for the highest-stakes moment in a transaction — when the deal is live, the clock is running, and every decision has consequences. Holli provides real-time, senior-level financial judgment with the full weight of her experience behind it.
The monthly retainer secures reserved advisory capacity and defined priority access, calibrated to your active transaction phase and the intensity it demands.
Not suitable for preparatory or general advisory work — Strategic Access and Embedded Advisor retainers serve those phases.
Five pillars of
execution-phase advisory
At execution phase, every hour has a financial consequence. Holli's Strategic Partner advisory is structured for real-time responsiveness — not scheduled check-ins, but sustained, priority access when the deal demands it.
Real-Time Executive Decision Advisory
Direct, immediate access to Holli's financial judgment during active deal negotiations, diligence responses, and executive decision points — when the cost of delay or a wrong call is highest. Not scheduled sessions; actual priority access.
Transaction Modeling & Structure Optimization
Building and stress-testing transaction models in real time — evaluating deal structures, earnouts, adjustments, and financing scenarios so you understand the full financial implications before you commit to any term.
Negotiation Strategy Support
Financial framing and positioning for deal negotiations — ensuring every number you defend or concede is grounded in rigorous analysis, not pressure or assumption.
Capital Structure & Risk Mitigation
Advising on how the transaction is capitalized and structured to protect your financial position — identifying hidden risks in deal terms before they become post-close liabilities.
Post-Close Financial Transition Planning
Preparing for the financial reality after the deal closes — integration planning, reporting alignment, and the early decisions that protect value in the first 90 days post-transaction.
Close the deal.
Capture the value.
You close the transaction having made every major financial decision with full clarity — the structure is sound, the risks are known, the capital is protected, and you are ready for what comes next.
Reserved for active transaction phase or compressed 12-month timeline. The monthly retainer secures priority access calibrated to execution-phase intensity.
Schedule a Consult →Priority access.
Present when it counts.
Engagement Qualification
Holli confirms your engagement is in active transaction phase or a compressed 12-month timeline — ensuring this tier is the right fit for your situation and that a relationship slot is available.
Priority Access Activation
Your retainer is activated with defined priority access — real-time availability for deal decisions, modeling requests, diligence responses, and negotiation support as the transaction demands it.
Through Close & Transition
Advisory continues through deal close and into post-transaction financial transition — ensuring the value captured in the deal is protected through the critical first phase of integration.
In the room.
At the table.
Holli Moeini is a CFO, CPA, and M&A advisor with over 30 years of experience at the center of complex, high-stakes transactions. She has not just advised on deals — she has led them from inside the room.
Her first CFO role placed her at the heart of a nine-figure exit. As EVP and CFO she managed operations, IT, security, and strategy at scale. She knows what it feels like when the deal is live and the clock is running — because she has been there.
Most recently, she guided a founder from not being ready to sell to a successful eight-figure exit in just 12 months — compressed timeline, full execution, exceptional outcome.
Five relationships.
One might be yours.
The Strategic Partner retainer is for leaders in active transaction phase who need the highest level of financial advisory — now. Availability is limited by design.
Limited to 5 advisory relationships · Schedule a consultation to confirm availability