Executive-level expertise doesn't have to mean executive-level overhead. Our flexible engagement models let you access the leadership and back-office support you need—scaled to your business size and goals.
EXECUTIVE LEADERSHIP SERVICES
On-demand C-suite expertise with flexible monthly engagements. Scale up or down based on your needs—from 10 hours per month to 40+.
Done-for-you accounting and HR execution. Our teams handle the day-to-day so you can focus on growth.
Outsourced Bookkeeping & Accounting
/month
Comprehensive financial operations powered by technology and expert oversight. Pricing based on transaction volume and complexity.
Full-service bookkeeping
Monthly close & financial statements
Bill pay & accounts payable
Payroll processing
Sales tax & 1099 compliance
Cash flow reporting & dashboards
Outsourced Human Resources
/month
Comprehensive financial operations powered by technology and expert oversight. Pricing based on transaction volume and complexity.
Employee onboarding & offboarding
Benefits administration
HR compliance & documentation
Employee handbook & policies
Performance management support
Recruiting coordination
Expert support for M&A, capital raises, and financial due diligence. Success-aligned pricing means we're invested in your outcome.
Quality of Earnings (QofE)
typical engagement
Flat fee available
Comprehensive financial due diligence for buyers, sellers, or investors. We identify risks, normalize earnings, and validate the numbers behind the deal.
EBITDA normalization & adjustments
Working capital analysis
Revenue & customer concentration review
Debt & liability assessment
Detailed QofE report
Debt Sourcing
Percentage of capital secured
White-glove debt placement to fuel growth or acquisitions. We manage lender outreach, negotiate terms, and secure the best structure for your business.
Lender identification & introductions
Term sheet comparison & analysis
Financial packaging for lenders
Covenant modeling
Negotiation support through close
M&A Deal Sourcing
Percentage of transaction value
Proactive deal origination to find acquisition targets that match your criteria. We do the legwork so you can focus on evaluating opportunities.
Target identification & outreach
Off-market deal sourcing
Initial screening & qualification
Seller relationship management
Deal flow pipeline management
Let’s discuss Proven’s streamlined back-office solutions and strategic executive leadership.
We start every engagement with a free consultation to understand your business size, complexity, and goals. For most businesses between $10M-$90M in revenue, we'll recommend a starting package and can scale up or down based on your needs. There's no long-term commitment—we want the engagement to make sense for both of us.
Monthly retainers include ongoing access to your fractional executive for strategy, oversight, and regular meetings. Project-based work is best for specific initiatives like financial modeling, systems implementation, or one-time assessments. Many clients combine both—a lower retainer for ongoing support plus project hours as needed.
No. Our standard engagement is month-to-month with 30 days notice. We believe in earning your business every month. That said, we often work with clients for years because the relationship delivers ongoing value.
Yes. Clients who combine executive leadership with back-office services (like CFO + Bookkeeping) often receive preferred pricing. We also offer discounts for annual commitments. Let's discuss your needs and we'll put together a custom package.
For Debt Sourcing and M&A Deal Sourcing, we only get paid when you succeed. Our fee is a percentage of the transaction value, payable at closing. This aligns our interests with yours—we're motivated to find you the best deal, not just any deal.
That works too. Quality of Earnings reports, financial clean-ups, system implementations, and strategic assessments can all be scoped as standalone projects. We'll provide a fixed quote or time estimate upfront so there are no surprises.
