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Strategic Financial Consulting Overview

  

Strategic financial consulting engagements are when B&K takes on a more involved advisory role, working with the management team, being proactive, and advising on day-to-day business activities.


We work to identify the problem, solve the problem, install a team and/or process to make the solution sustainable. Then we move onto the next problem.


Consulting engagements are typically structured as an expected 5-20 billable hours of work per week, to achieve a desired outcome.


Strategic consulting engagements can last anywhere from a couple months to a couple years, based on the scope and evolution of the project.

Strategic Consulting Services

Fractional CFO

Fractional CFO

Fractional CFO

Many of our clients ask us to assist them in build budgets, projection models, and cash flow models. We spend time analyzing data, looking for waste and unnecessary expenses, to increase cash flow. We can partner with your, team, your accountants and your lawyers to harness their valuable insights. We can mentor your accounting & finance teams allowing them to implement many of these changes on their own.

M&A CFO

Fractional CFO

Fractional CFO

Our M&A CFO offering allows companies to have a part-time CFO to lead, oversee, and advise during M&A or capital raise processes. Transactions are time consuming, time sensitive, and highly technical. We partner with your team and broker/banker to drive positive outcomes during challenging transactions. We have exceptional project management skills, deal experience, and M&A analysis templates to improve the M&A process.   

Service Economics

Monthly Retainer

Monthly Retainer

Monthly Retainer

We offer a monthly retainer service so you have visibility into your monthly expenses.

Per Hour

Monthly Retainer

Monthly Retainer

We can bill by the hour so you only pay for what you need, when you need it. 

Equity

Monthly Retainer

Equity

In certain situations, we take equity to align incentives and participate in the long-term, upside value creation.


Copyright © 2025 Bear & Kenmore LLC - All Rights Reserved. Bear & Kenmore LLC - Consulting and affiliates are not licensed as a Certified Public
Accounting firm in any jurisdiction. 

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