Strategic finance for your next major move.

Know the numbers.

Design the strategy.

Make the move.

Finance Savvy CEO® helps owner-led businesses make high-stakes financial decisions with clarity — from raising capital and navigating growth to buying, expanding, or preparing to sell a business.

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  • Built for established businesses typically generating $1M–$25M in revenue.

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You don't need more financial reports. You need to know what to do next.

Your bookkeeper can tell you what happened.

Your CPA can help you understand taxes and historical financial reporting.

You need more than reporting. You need financial strategy.

But when the question becomes:

  • Can we afford to hire?
  • Should we open another location?
  • How much capital should we raise?
  • Can the business support the debt?
  • Is this acquisition actually a good deal?

Reporting tells you what happened.
Strategic finance helps you decide what happens next.

What are you trying to do next?

Raise Capital

You need funding — and your financials, strategy, and story need to withstand scrutiny. Finance Savvy CEO helps determine how much capital you need, what the business can support, how the opportunity should be positioned, and what needs to be strengthened before you approach capital providers. When appropriate, we can also connect you with lenders and capital partners in our network and support you through the financing process.

Make a Better Growth Decision

You're growing, but the numbers aren't giving you enough confidence to act. Finance Savvy CEO brings forecasting, financial analysis, scenario planning, and CFO-level judgment to the decisions that matter.

Buy a Business

Before you buy a business, understand what you’re actually buying. We help evaluate earnings, cash flow, debt capacity, purchase economics, downside risk, and the financial implications of the deal.

Prepare to Sell

You’ve built value. Now make sure the financial story supports it. We help owners strengthen reporting, normalize earnings, prepare for diligence, and understand the financial factors that can influence a transaction.

The Finance Savvy CEO® Method

01

Know the numbers.

Major decisions require reliable financial information. We assess what’s working, what’s missing, and whether the current financial infrastructure is strong enough for the decision ahead. If the books, reporting, close process, or underlying financial data need to be strengthened first, we help address what is necessary.

02

Design the strategy.

Once the numbers are clear, we turn them into a plan. We model the options, pressure-test assumptions, evaluate tradeoffs, and help determine the financial path that best supports the business objective.

03

Make the move.

Then we help you execute. That may mean raising capital, navigating underwriting, making an acquisition, preparing for a sale, expanding operations, or implementing the financial plan behind your next stage of growth.

What We Do

Financial Infrastructure

Build a foundation you can trust.
When the current financial setup isn’t strong enough for where the business is going, we help strengthen it. This may include financial cleanup, management reporting, monthly close support, bookkeeping oversight or support, balance sheet integrity, controller-level review, and financial processes and controls.
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Strategic Finance

Turn the numbers into a plan.
We provide the financial visibility and CFO-level thinking behind major business decisions, including forecasting, cash strategy, scenario modeling, profitability analysis, KPI visibility, hiring and investment decisions, expansion planning, enterprise value strategy, and executive financial decision support.
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Capital

Get ready. Get connected.
Navigate the process. We help businesses prepare for capital before they begin applying everywhere, including readiness, debt-capacity analysis, capital strategy, use-of-funds planning, forecasting, package preparation, normalized earnings analysis, lender introductions, underwriting support, diligence, and financing execution.
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Deals

Understand the economics before you buy or sell.
We provide strategic financial support around acquisitions and exits, including financial diligence, acquisition modeling, normalized EBITDA analysis, debt capacity, purchase-price scenarios, downside modeling, working-capital analysis, exit readiness, buyer diligence support, and transaction CFO advisory.
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The goal isn’t bookkeeping for bookkeeping’s sake. It’s making sure the numbers are strong enough to support the next move.

Need capital? Start with the numbers.

Most businesses start by asking:

“Who can lend me the money?”

We start with:

“What does the business actually need, what can it support, and what will a capital provider see?”

1

Assess

We review financial readiness, debt capacity, cash needs, existing obligations, and potential red flags.

2

Strategize

We help determine the amount, structure, use of funds, and type of capital that may best fit the business.

3

Prepare

We strengthen the financial case and help assemble the forecasts, financial package, lender narrative, and diligence materials.

4

Connect

When appropriate, we can make introductions to lenders and capital partners within our network.

5

Navigate

We support the business through underwriting questions, financial requests, diligence, model updates, and financing execution.

All financing decisions are made independently by third-party capital providers. Introductions do not guarantee approval or funding.

Already have a bookkeeper or CPA?

Great. Finance Savvy CEO doesn’t need to replace them.

We can work alongside your existing bookkeeping and tax team and focus on the financial strategy, analysis, forecasting, and decision support they may not provide. And if the underlying financial infrastructure needs to be strengthened before you can make the next move, we can help address that too.

1

Your bookkeeper records the activity.

2

Your CPA handles tax and compliance.

3

Your strategic finance partner helps you decide what happens next.

Why Finance Savvy CEO®

Decision-Focused

We don't stop at producing reports. We help translate financial information into decisions and action.

Capital Fluent

We understand the preparation, financial scrutiny, and decision-making behind lending, investment, and transactions.

Built for Growth-Stage Businesses

Sophisticated enough for the decision. Practical enough for the owner.

One View Across the Business

Financial infrastructure, strategy, capital, and transactions should not exist in separate silos. We connect them.
Female business leader providing high growth service based businesses with fractional CFO services

Marguerite Pressley Davis
Founder

Built by an investor. Designed for owners.

Finance Savvy CEO was founded by Marguerite Pressley Davis to give growth-stage business owners access to the kind of financial thinking typically available inside larger companies, investment firms, and transaction environments.

Marguerite’s background spans private equity, M&A strategy, investing, strategic finance, venture capital, entrepreneurship, and growth-stage businesses.

Today, Finance Savvy CEO brings together financial infrastructure, CFO strategy, capital readiness, and transaction support to help owner-led companies navigate their most consequential financial decisions.

For Partners

You bring the audience.
We bring the strategic finance.

Help your business clients become financially ready for what’s next.

Finance Savvy CEO works with banks, fintechs, corporations, associations, accelerators, and entrepreneurial ecosystems to help growth-stage businesses strengthen financial readiness and make better financial decisions.

Partnerships can combine curated audience design, hands-on strategic-finance experiences, diagnostics, advisory support, and clear follow-up pathways that surface real business needs and connect them to the right partner resources.

  • Banks
  • Fintechs
  • Corporations
  • Associations
  • Accelerators
  • Entrepreneurial Ecosystems
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What's your next move?

Whether you’re raising capital, making a major growth decision, buying a business, or preparing for a transaction, start by making sure the financial strategy is ready.

Talk to Finance Savvy CEO