Senior operators for businesses that still run through the owner.
We map how the work moves through your company, fix what is broken, and automate what is left. Finance leadership and lender workouts when the situation calls for them.
Three practices, one standard.
Senior operators who have sat in the seat, walked the floor, carried the lender relationship, and closed the books.
Owner Independence
For owners the business still runs through. We map how the work moves, fix what is broken, and automate the rest, so your week goes back to the work only you can do. Start with the free 90-Day Test.
Where it usually hides
- Quoting and pricing
- Invoicing and cash
- Sales and customers
- Suppliers
- Scheduling and the crew
- Review and sign-off
Fractional CFO & Advisory
A senior finance leader inside your business: board-grade monthly close, 13-week cash forecasting, lender reporting, and the KPIs that actually run the company.
Restructuring & Turnaround
Workout support for borrowers and the lenders behind them: factoring cleanup, creditor negotiations, and reporting both sides can trust.
Built lean on purpose.
CrestPoint runs a deliberately small senior bench extended by the automation systems we build for ourselves and our clients. One senior person runs your engagement, start to finish.
Know the business first
We model what drives the business down to the KPI level, then walk the floor to hear the issues from the people closest to the work.
Principal-led
Every engagement is led by a senior principal. The person you meet is the person who does the work.
The mechanical work is automated. The judgment is not.
Data pulls, matching, drafts, and filing run on their own. The decisions still go through a person.
A specialist bench
Tax, legal, and industry specialists join engagements as the situation demands.
The record behind the firm.
2
CFO seats: a venture-backed retailer in turnaround, and a multi-shop precision manufacturer.
17
Years running other companies’ finance and turnarounds from the inside.
5
Days to a board-grade monthly close in our latest automation build.
CRO
Appointed Chief Restructuring Officer in energy, manufacturing, and healthcare.
We build software, not just decks.
Portfolio products the firm designs, operates, and uses in client work.
Probity
Acquisition diligence
A deal platform that turns financial diligence from a binder of spreadsheets into a structured, reviewable process.
Creator App Studio
Companion apps
Purpose-built companion apps designed and shipped for media creators and their audiences.
Insights
-
Why owner dependency is the largest single discount applied to a small business at sale, where it actually hides, and the three routes out…
-
What credit officers actually check in a 13-week cash flow, why it beats the financials as a view of near-term cash, and how to…
-
What automation genuinely removes from a monthly close, what judgment it still cannot replace, and how a finance team can start small without the…
Discuss your situation in confidence.
A 30-minute conversation with our principal, no preparation required. If we are not the right fit, we will say so and point you to someone who is.