The goal is simple: take a company that’s scattered and reactive, and make it aligned, disciplined, and financially stronger within 90 days, then build from there.
90-Day Cash & Operations Reset
A focused engagement to stabilize the business, clean up financials, and create operational visibility.
Phase 1: Assess & Stabilize (Weeks 1–3)
– Review financials, close process, working capital, and key contracts
– Map inventory, SKU complexity, demand planning, and warehouse flow
– Identify immediate cash and risk issues
Phase 2: Redesign & Implement (Weeks 4–8)
– Simplify and standardize financial reporting & month-end close
– Redesign inventory and demand workflows where they’re breaking cash
– Install core KPIs across finance and operations
Phase 3: Lock In & Transition (Weeks 9–12)
– Create clear owner + team responsibilities
– Build simple playbooks and documentation
– Train leaders on reading the numbers and acting on them
Output: a business with clean financials, clearer cash, faster problem identification, and operations that aren’t constantly in firefighting mode.
Fractional CFO & COO Support
For companies that want ongoing leadership without adding a full-time C-suite.
What this typically includes:
– Monthly and weekly leadership cadence
– Financial review, forecasting, and scenario modeling
– Margin improvement and cost optimization initiatives
– Operations and supply chain alignment to financial goals
– Support on M&A, integration, and board/investor communications
Typical structure:
– Monthly retainer: starting around $8K–$12K, depending on complexity and time required
– 3-month minimum, then rolling
AI-Enabled Finance & Ops
Once the basics are stable, we look at where automation and AI can safely speed things up:
– AP & AR workflows
– Cash forecasting and scenario modeling
– Reporting and KPI updates
– Document and data workflow between systems
The focus is always the same: reduce manual work, improve accuracy, and free your best people up to actually run the business.
“Working with FMX Partners has been a game-changer for our company. Their expertise and strategic solutions have propelled our growth and success.”
John Doe