Logo
Home
About
Archive
Subscribe

The Practice Behind the Publication

Twelve engagements.

Twelve next steps.

Every issue of The Letter ends with a question worth answering. These are the engagements that answer them — scoped, fixed-fee, calendar-bound, with a working artifact at the end of each one.

Fixed Fees

Calendar-Bound

Real Artifacts

Volume I

Operational and Financial Discipline

Issues 01–06


Issue

01

The KPI Dashboard Build

A working dashboard, wired into your data, in 30 days.

Format

30-day, deliverable-bounded

Fee

$7,500 Fixed

Outcome

Working KPI dashboard

You have financials. You don't have visibility. This engagement builds a connected KPI dashboard that shows revenue, margin, cash, and capacity in a single view — updated monthly without manual effort.

Best for owners who

Have a bookkeeper producing monthly financials but no real dashboard. Want to see the business at a glance without building it yourself.

Issue

02

The Working Capital Diagnostic

Know exactly where your cash is going — and when it's coming back.

Format

2-week, deliverable-bounded

Fee

$5,000 Fixed

Outcome

Diagnostic memo + 13-week forecast

Revenue is growing. Cash isn't keeping up. This engagement maps your working capital cycle, identifies the drag, and delivers a 13-week cash forecast you can actually use.

Best for owners who

Are growing revenue but cash-poor. Watch the bank balance daily. Feel like the business is working against them.

Issue

03

The ERP Selection Engagement

Pick the right system without being sold the wrong one.

Format

60-day, deliverable-bounded

Fee

$15,000 Fixed

Outcome

Recommendation + 18-month roadmap

Your current system is the constraint. You've heard pitches for 6–18 months but can't decide. This engagement runs an independent selection process — requirements, scoring, demos, and a final recommendation with an implementation roadmap.

Best for owners who

Know their current system is a constraint. Have heard pitches for 6–18 months. Are afraid of a $300K implementation mistake.

Issue

04

Featured

The Exit Readiness Audit

Know your number before anyone else does.

Format

2–3 week, deliverable-bounded

Fee

$10,000–$15,000

Outcome

Scorecard + 18–36 month roadmap

You're 18–36 months from a transaction and someone told you to "clean up the books." This engagement tells you exactly what a buyer will find, what they'll discount, and what you should fix — in priority order.

Best for owners who

Are 18–36 months from a transaction. Have been told to "clean up the books" without being told what that means.

Issue

05

The Decision-Grade Reporting Build

Financials you actually read and act on.

Format

45-day, deliverable-bounded

Fee

$10,000 Fixed

Outcome

Monthly close package + reporting suite

You get monthly financials. You don't read them. This engagement rebuilds your close package into a decision-grade reporting suite — structured for owners, not accountants.

Best for owners who

Get monthly financials but don't read them. Know the numbers aren't helping them make decisions.

Issue

06

The EBITDA Defense Build

Defend your number before a buyer or lender questions it.

Format

30-day, deliverable-bounded

Fee

$15,000 Fixed

Outcome

Defended adjusted EBITDA bridge

Within 18 months of a transaction or debt raise, your EBITDA will be scrutinized. This engagement builds a defensible adjusted EBITDA bridge — documented, sourced, and ready for a buyer or lender's quality of earnings process.

Best for owners who

Are within 18 months of a transaction or debt raise. Have never formally defended their add-backs.

Volume II

Leadership and the Operating System

Issues 07–12


Issue

07

The Owner Decision-Touch Reset

Map every decision the owner doesn't need to be making.

Format

30-day, calendar-bounded

Fee

$8,500 Fixed

Outcome

Decision map + delegation framework

Best For Owners Who

Are bottlenecks to their own business — approving too many things, too often, without a system for pushing decisions down.

Twelve engagements. One scrollable view.

For owners who want to see the whole architecture before reading any single piece.

Engagement

Format

Fee

Outcome

01

The KPI Dashboard Build

30-day, deliverable-bounded

$7,500

Working KPI dashboard

02

The Working Capital Diagnostic

2-week, deliverable-bounded

$5,000

Diagnostic memo + 13-week forecast

03

The ERP Selection Engagement

60-day, deliverable-bounded

$15,000

Recommendation + 18-month roadmap

04

The Exit Readiness Audit

2-3 week, deliverable-bounded

$10–15k

Scorecard + 18-36 month roadmap

05

The Decision-Grade Reporting Build

45-day, deliverable-bounded

$10,000

Monthly close package + reporting suite

06

The EBITDA Defense Build

30-day, deliverable-bounded

$15,000

Defended adjusted EBITDA bridge

07

The Owner Decision-Touch Reset

30-day, calendar-bounded

$8,500

Decision map + delegation framework

08

The Cost Architecture Review

45-day, deliverable-bounded

$12,500

Cost architecture map + margin recovery plan

09

The Senior Team Architecture Build

60-day, calendar-bounded

$20,000

Senior team org design + role clarity

10

The Decision Velocity Diagnostic

3-week, deliverable-bounded

$7,500

Decision audit + velocity scorecard

11

The Senior Team Meeting Rebuild

90-day, calendar-bounded

$15,000

Rebuilt meeting cadence + operating rhythm

12

The Annual Planning Facilitation

12-month, renewable

$25,000/yr

Annual plan + quarterly rhythm system

Three commitments, without exception.

I.

Fixed fees, calendar bound

Every engagement has a fixed fee and fixed end date. No retainers that drift.

II.

A real artifact at the end

Every engagement produces a tangible deliverable your business did not have before.

III.

Graduating clients, not retained ones

The best outcome is that your team can run the work without you afterward.

“The Letter is the publication. The engagements are how the practice runs in private. They’re the same work, told differently for different moments in an owner’s decision.”

Sean McCormick • Founder, Drystone Finance

Read first. Engage when ready.

The letter is free. The engagements begin with a conversation.

The Trades CFO Letter

MONTHLY · FOR $5M–$50M OWNERS

A monthly publication for founder-led businesses in the trades, manufacturing, distribution, and construction. Drawn from real engagement experience.

PUBLISHED FROM NEW ORLEANS & ATLANTA

THE LETTER

RESOURCES

CONNECT

LinkedIn

© 2026 The Trades CFO Letter.
Report abusePrivacy policyTerms of use
beehiivPowered by beehiiv