Senior CFO and COO advisory for private companies facing transactions, complexity, or a leadership gap. You get the principal. Not the associate. Not the deck. The work.
Who We serve
A $20M–$100M business relying on a controller or CPA firm as its top finance resource. Performance is solid, but visibility is thin, and reporting is slow.
Growth, ownership change, lender pressure, or buyer interest has raised the stakes. The business needs financial leadership equal to the moment.
Between CFOs, in early integration, or approaching a secondary event, the company needs a senior finance leader who can operate alone and report cleanly to the board. DSG covers that role.
You need transactional support or a firm focused on sub-$10M businesses.
You want a passive advisor, a layered team, or a standard consulting structure.
You want analysis without execution or accountability.
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You have the authority and mandate to improve business performance.
You want one senior executive who understands the business and owns the outcome.
You value directness, accountability, and seasoned leadership ahead of an important inflection point.
THE DSG METHOD
Most CFO advisors improvise. DSG does not. Every engagement follows the same four-phase operating and transaction readiness framework, adapted to your company's specific situation and timeline.
Identify the gaps between where you are and where a buyer needs you to be.
Build the reporting infrastructure and cash visibility required for a transaction.
Drive EBITDA performance and reduce working capital drag to maximize value.
Execute the event with full Quality of Earnings preparation and diligence support.
What This Looks Like in Practice
As the company prepared for sale or financing, it required an independent QoE to strengthen credibility before buyer diligence. DSG analyzed three years of earnings quality, normalized EBITDA, assessed reporting risks, and identified issues before the CIM process advanced.
14 LOIs
Post-Sale Prep
11x
EBITDA valuation achieved at historic high
6 wks
Sell-side QoE engagement
Eighteen percent EBITDA margins should have meant strong cash flow. Instead the business was burning cash — a classic Order-to-Cash failure hiding in plain sight. DSG redesigned the O2C process, implemented cash forecasting, and drove DSO from 74 to 41 days in 90 days.
33 days
DSO reduction (74→41)
$2.1M
Cash recovered without new revenue
94%
On-time delivery rate post-engagement
With supply-chain disruption, ownership turnover, and rising cash pressure, the company needed immediate leadership. DSG stepped in, tightened 13-week forecasting, improved close rigor, identified savings, and maintained lender and stakeholder confidence.
$2m
Qualified savings opportunities identified
Core fix
Cash flow, working capital, close discipline
24 wks
Interim CFO / COO engagement
Senior CFO and COO leadership across industrial manufacturing, aerospace supply chain, and consumer products.
In transaction and financing value across buy-side, sell-side, and recapitalization engagements.
Retained and project engagements with owner-operated and PE-backed companies, $10M–$200M.
You built this for decades. You have one shot at the exit. You need a senior finance executive who has done this before and knows what to do.
Industries: Industrial Manufacturing, Aerospace Supply Chain, Consumer Products, Distribution
Your portfolio company is exposed, and the board meeting is coming. You need senior finance support that shows up, digs in, and delivers.
Engagement: 90-day sprints to 24-month retainers. Event-driven or ongoing.
You are acquiring. The QofE looks clean. You need someone who knows what that means — and what it's hiding.
Availability: Project-based or retained diligence support. Available nationwide.
The Window Closes Earlier Than You Think
A 30-minute call costs nothing. Running your business without senior finance leadership costs more than you know.
Schedule a 30-Minute Call