What We Offer

Strategic Financial Leadership —Without the Overhead

At Strategic Partner Playbooks, we deliver agile, high-impact financial leadership tailored for private equity-backed, founder-led, and growth-focused businesses. Unlike traditional firms, our focus is on measurable outcomes and fast execution — not costly overhead or slide decks

Interim & Fractional Executive Leadership

Rapidly deploy trusted CFOs and finance leaders who integrate seamlessly and lead from day one.

Services:

Interim CFO / COO Services
Fractional CFO Engagements
Executive Team Mentorship
Rapid 30–45 Day Operational Assessment
Execution that matters — fast, focused, and effective.

Private Equity & Transaction Support

Finance expertise across the deal lifecycle — from diligence to integration — rooted in private equity experience.

Services:

M&A Due Diligence (Buy-Side & Sell-Side)
Post-Merger Integration
Exit Strategy & IPO Readiness
Bankruptcy & Transaction Reporting
Portfolio Company CFO Services

Financial Strategy & Value Creation

Action-first strategy built for execution, driving measurable results.

Services:

Strategic Planning & Forecasting
Cost Reduction & Margin Expansion
Working Capital Optimization
Growth Strategy Development
Capital Markets & Stakeholder Communications

Financial Operations & Compliance

Strengthen reporting, enhance controls, and reduce risk — while streamlining financial operations.

Services:

GAAP Compliance
Financial Reporting & Controls
Risk Management
Audit Preparation & Remediation
Treasury & Liquidity Management

Technology & Digital Transformation

Implement finance technology that delivers immediate impact — without unnecessary complexity.

Services:

ERP Implementation & Systems Integration
Finance Process Automation
Data-Driven Decision Frameworks
Operating Model & Tax Optimization
Digital Enablement & Performance Measurement

Industry-Focused Financial Expertise

Hands-on finance leadership across diverse industries, with proven playbooks for growth, transformation, and execution.

Services:

SaaS & Technology CFO Services
Manufacturing & Supply Chain Finance
Healthcare & Life Sciences Strategy
Consumer & Retail Finance
Business Services & Distribution Support