CFO Support for Businesses
in Crisis or Transition
Crisis hits.
Deadlines are looming. Partners are fighting.
We bring the fix.
Books are behind, partners are stressed, and cash is tight.
We bring structure and clarity so you can move forward
with strategy, growth, or resolution.
Common Problems We Solve
We’re not your average bookkeeper or accountant.
Business owners call us when they’re in a crisis—and they can’t afford to wait.
If you're overwhelmed, off track, or under pressure, you're not alone. These are the kinds of problems we solve every day:
📉 Financial Disarray
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You’re running a business, but your numbers don’t add up
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Reports from your bookkeeper are delayed, incomplete, or contradictory
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Your CPA says your books aren’t ready for taxes, a loan, or due diligence
💸 Cash Flow Confusion
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You don’t know how long your cash will last—or who to pay next
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You’ve been growing, but somehow there’s never enough in the bank
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You feel like you’re flying blind with no idea where the money’s going
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Payroll is getting tight and there’s no plan beyond this week
⚠️ Ownership Conflict or Executive Exit
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A partner wants out—but no one agrees on what the business is worth
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Tension is rising over financial decisions, distributions, or strategy
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A key executive left and no one knows what’s actually going on financially
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You need a neutral, trusted advisor to keep things moving forward
📑 Pressure from Banks, Buyers, or Investors
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You’re applying for an SBA loan, but your financials are a mess
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An investor wants detailed forecasts and clean reports—yesterday
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You’re preparing to sell the business and your data room is a disaster
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You’re facing questions you can’t confidently answer
🧯 General Chaos
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You’ve outgrown your bookkeeper or QuickBooks setup
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You need better reporting, forecasting, and financial leadership—but fast
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You don’t want a full-time CFO—you just need the right one right now
We bring calm, clarity, and structure—fast. Whether your business is in crisis, transition, or preparing for growth, we step in, clean it up, and help you move forward.
Let’s talk about what’s going wrong—and how we’ll fix it.
Confidentiality You Can Count On
When your business is facing sensitive challenges—financial distress, ownership conflict, or executive transition—you need more than advice.
You need a partner you can trust.
We operate with complete discretion. Whether we’re reviewing your books,
working with your CPA, or facilitating a partner exit, everything we do is handled with professionalism, privacy, and care.
No leaks. No surprises. No judgment.
Everything we discuss stays confidential—because your trust is the foundation of our work.
About Us
At Transition Consulting, we step in when the stakes are high and clarity
can’t wait. Whether you're facing financial chaos, a partner dispute, or
urgent funding pressure, we help you regain control
—with speed, discretion, and strategy.
We’ve helped businesses navigate cash flow emergencies, ownership transitions, and complex financial decisions—bringing structure to the chaos and setting the stage for recovery and growth.
Why We Exist
Most of our clients don’t call us when things are going well.
They call when they’re overwhelmed, under pressure, or preparing for something big.
We founded 5S CFO to support business owners in those moments—bridging the gap between financial confusion and strategic decision-making. Our role isn’t just to fix the numbers; it’s to restore momentum.
Our Mission
To empower business owners with clear financial systems, strong decision-making tools, and strategic guidance—especially when it matters most.
Our Approach
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Crisis-to-Recovery Focus – We specialize in high-stakes situations: distress, transition, and rapid change.
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5S Financial Framework – A step-by-step methodology to clean up, organize, and sustain your financial operations.
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Straightforward Advice – We speak clearly, act quickly, and bring calm to complicated situations.
We’re not just here to run reports—we’re here to help you turn things around.
Crisis-to-Recovery CFO Support
When the pressure’s on, we help business owners find
clarity and momentum—fast.
At Transition Consulting, we don’t just provide fractional CFO services—we lead businesses through their toughest moments. Whether you’re facing financial distress, a partner dispute, a looming investor meeting, or internal chaos after a leadership shakeup, we bring structure and strategy when you need it most.
What We Mean by "Crisis to Recovery"
This isn’t business as usual. Our work starts when the stress is real, and the stakes are high:
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Cash is running out, and decisions can’t wait
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Financials are a mess, and lenders or investors are circling
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A partner wants out, and the board is split
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You’ve lost your financial leader, and no one knows the true picture
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You’ve outgrown your bookkeeper, but aren’t ready for a full-time CFO
We don’t just stabilize the numbers—we steady the business.
Our Process
1. Diagnose the Crisis
We review your current state quickly—books, reporting, forecasts, operational gaps, and team communication.
2. Stabilize the Financial Core
We implement fast fixes: 13-week cash flow forecasts, vendor prioritization, owner reports, and funding readiness.
3. Lead the Recovery
We continue as your interim or project-based CFO—bringing clarity to board meetings, guiding financial decisions, and preparing you for growth, sale, or resolution.
Whether the challenge is internal, operational, or external—we help you move from reactive to strategic.
What Makes Us Different
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Total Discretion - Your situation stays confidential. We work quietly alongside your CPAs, attorneys, and stakeholders—protecting trust and minimizing noise.
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Fast, Actionable Solutions - We don’t just analyze—we execute. From cash flow triage to investor prep, we focus on what moves the needle right now.
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Built for Urgency - Perfect data is a luxury most businesses in crisis don’t have. We build clarity from the available facts and act without delay.
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Strategic Negotiation Support - When needed, we step in as your financial negotiator—working directly with vendors, investors, or partners to de-escalate conflict and create forward motion.
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Trusted in High-Stakes Moments -We’ve guided clients through partner exits, investor disputes, restructurings, and major transitions—without judgment, and with results.
Let’s Talk Now, Not Later
If your business is under pressure and you need real financial leadership—fast—we’re here to help.
Let’s talk through your situation. It’s confidential, actionable, and zero-pressure.
You don’t need a full-time CFO. You need the right one, right now.
What is the 5S Financial Management System?
When a business is in crisis or transition, clarity is everything—and chaos is costly.
That’s why we use our 5S Financial Management System, inspired by
the operational discipline of Japan’s renowned 5S methodology, originally developed
by Toyota.
We’ve adapted this powerful system for financial operations—bringing order, visibility, and structure to businesses that need results fast. It’s not just about tidying up the books; it’s about building a system that supports urgent decisions, stabilizes cash flow, and prepares your business for what’s next.
The 5S System for Financial Recovery and Clarity:
✅ Sort (Seiri) – Identify what matters, eliminate clutter, and fix disorganized books.
✅ Set in Order (Seiton) – Create structure: dashboards, controls, and clear financial workflows.
✅ Shine (Seiso) – Ensure reporting is accurate, compliant, and up to date.
✅ Standardize (Seiketsu) – Build repeatable forecasting, cash management, and reporting systems.
✅ Sustain (Shitsuke) – Monitor performance, adjust in real time, and maintain financial discipline—especially under pressure.
Additional Services
Financial Operation Assistance
Factoring Service Referral
Asset Lending Service Referral
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SBA Loan Service
Referral
Other debt advisory
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Mergers and Acquisitions
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Compliance Assistance
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Growth Fund Search
And Many More.
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Helping business owners gain peace of mind.
Schedule your free discovery call with a CFO who’s here to listen and share insights—no pressure, no commitment, just guidance you can put to work right away.