Every engagement starts with a different trigger — a covenant breach that needs an interim CFO within days, a growth-stage company preparing for a raise that needs a fractional CFO embedded part-time, or a founder heading toward a sale who needs a project CFO to own the process end to end. The case studies below walk through three of those situations in detail: how a 13-week cash flow model rebuilt a lender's confidence, how standardizing net revenue retention and other SaaS metrics helped close a Series B, and how a quality-of-earnings story and a clean data room moved a healthcare business toward a signed letter of intent.