Where is the money going?
Clarify cash timing, runway, working capital, and the places profit or cash may be leaking.
Strategic fractional CFO services
Financial Clarity.Confident Growth.
Dan Cloward helps business owners strengthen cash flow, improve reporting, plan growth, and make financial decisions with confidence.
16+
years CFO leadership
12+
acquisitions supported
4x
revenue growth led
Know your numbers. Lead with confidence.
Lone Peak CFO brings executive-level financial strategy to business owners who need better visibility, stronger planning, and a trusted financial partner for the decisions ahead.
Built for decisions
Clear financial information, translated into executive action.
Forecasts, dashboards, cash views, and margin analysis become a practical system for planning, accountability, and growth.
Cash flow
Reporting
Growth planning
How Lone Peak CFO helps
Practical answers to the financial questions owners feel every day.
The work starts with the questions that create pressure: cash, profit, reporting, growth capital, complexity, and major transactions.
Are the numbers keeping up?
Build budgets, forecasts, and reports that show what is working and what needs attention.
Are prices and margins right?
Review services, customers, costs, and margin patterns so growth is tied to profitability.
Can the business fund growth?
Prepare financials, forecasts, and lender-ready materials for capital conversations.
Is complexity outpacing control?
Support new locations, new services, hiring, and systems before growth becomes disorder.
Is a major deal ahead?
Guide acquisition analysis, seller preparation, due diligence, ROI modeling, and integration.
Core advisory areas
Focused CFO support for the financial work that drives growth.
Services are structured around the priorities that matter most to owners, lenders, leadership teams, and buyers.
Cash Flow Management
Improve visibility into timing, runway, working capital, and the cash decisions that matter most.
Financial Reporting
Turn financial data into accurate, timely reporting leadership can rely on.
Review reportingForecasting and KPIs
Build forward-looking models and performance metrics for better planning.
Review forecastingM&A Consulting
Prepare for acquisition, sale, diligence, integration, and lender conversations.
Review M&A supportWhen CFO support matters
Stronger financial leadership without adding a full-time executive.
Lone Peak CFO helps companies improve financial discipline, identify risk, and plan with greater confidence.
Clarify cash and capital needs
Understand timing, working capital, debt, and the runway required for growth.
Improve planning and profitability
Use budgets, forecasts, KPIs, and margin analysis to guide management decisions.
Prepare for scrutiny
Strengthen financial reporting for lenders, investors, buyers, and executive reviews.
A professional partner
Relatable guidance with the discipline of senior finance leadership.
Dan’s role is to make the financial picture understandable, useful, and action-oriented. Owners get a steady advisor who can translate reporting into priorities, prepare the business for scrutiny, and bring structure to decisions that affect growth.
Profitability
Lender readiness
Transaction support
Fractional CFO advantage
Senior financial perspective, right-sized for the business.
A fractional model gives leadership consistent CFO-level thinking, reporting rhythm, and decision support without a full-time executive cost.
Assess
Review financials, systems, reporting cadence, cash flow, and business priorities.
Plan
Create forecasts, budgets, dashboards, and reporting tools that support decisions.
Improve
Tighten financial processes, reporting accuracy, cash timing, and performance visibility.
Advise
Support pricing, hiring, expansion, M&A, lending, and other high-impact decisions.
Services
Eight service areas. One financial strategy.
Financial Strategy
CFO-level guidance for planning, growth, profitability, capital decisions, and executive priorities.
Budget Planning
Operating budgets, cash planning, and financial guardrails for disciplined growth.
Accounting Efficiency & Accuracy
Cleaner processes, tighter close rhythm, and more reliable financial information.
KPIs & Performance Monitoring
Scorecards and dashboards that show whether the business is moving in the right direction.
Contact
Discuss the financial leadership your business needs next.
Start with the business priority, transaction, reporting gap, or cash flow concern in front of you.