A mid-year financial review is a check of where your cash actually stands before the second half of the year begins. Not your revenue. Not your profit on paper. Your cash. As of mid-2026, you have two quarters of real numbers behind you and two quarters still in front of you, which makes right now the best window all year to catch a problem while you can still do something about it. Most owners run this review on instinct. They glance at the bank balance, feel good or feel un

A fractional CFO is an experienced chief financial officer who works with a company part-time or by project, giving an owner-led business senior financial leadership without the cost of a full-time hire. The role exists because most growing companies hit a point where they need CFO-level judgment long before they can justify a CFO-level salary. If you are asking what is a fractional CFO, you are probably somewhere most owners reach eventually. You have outgrown the bookkeeper

A distressed CPG company in Oakland, California transformed a $6M fire‑sale offer into a $29M exit in just 15 months through operational restructuring, financial discipline, and forward‑looking exit planning. This case study shows how early exit planning and execution drive higher valuation and deal certainty.