McIvor Advisory Partners Logo
Former Fortune 500 CFO & CTO Leadership

Get Control of Your Numbers. Scale With Confidence.

Fractional CFO services for $2M–$20M businesses that need clarity on cash flow, margins, and growth decisions, without the cost of a full-time CFO.

I'm a hands-on operator, not just an advisor. I implement systems and drive results, not just create reports.

Book a Free Financial Strategy Call

30-minute call • Get actionable insights you can implement today

20+
Years C-Suite Experience
$50M+
Client Revenue Managed
70%
Savings vs Full-Time Hire
Smile, business and people on tablet in office of planning, finance document and company growth. Staff, discussion and paperwork of online information, profit graph and investment report and feedback

Why CEOs Choose McIvor Advisory Over the Alternatives

We deliver executive-level strategic leadership, not just services

NOT US

Accounting Firms

  • Focus on compliance & tax filings
  • Backward-looking reports
  • No strategic guidance
NOT US

Consultants

  • $300-500/hr rates
  • Deliver reports, then disappear
  • No hands-on execution
NOT US

MSPs

  • Break-fix & infrastructure
  • No business strategy
  • Reactive support only
YOU

McIvor Advisory Partners

  • Hands-on operator, not just an advisor
  • Focus on implementation, not just strategy
  • Works directly with leadership to drive results
  • Veteran-owned business you can trust
See How We're Different, Book Your Call
Sound Familiar?

Is This Where Your Business Is Right Now?

Growing businesses face these common challenges. If any of these resonate with you, it's time to get control of your numbers.

Revenue Growing, But Cash Flow Tight

Sales are up, but you're constantly stressed about making payroll or covering expenses.

Financials Are Unclear or Unreliable

You're not sure if you're actually making money. Reports come too late to be useful.

Making Decisions Without Solid Data

You're guessing on major decisions because you don't have the financial insights you need.

Margins Are Inconsistent or Shrinking

You know you're leaving money on the table, but you can't figure out where.

You've Outgrown Your Bookkeeper

Your bookkeeper handles transactions, but you need strategic financial guidance.

Ready to Scale, But Need Financial Clarity

You want to grow, hire, or raise capital but don't have the financial foundation to do it confidently.

Here's the Good News

These problems are exactly what I help business owners solve every day. You don't have to figure it out alone.

See Where You're Leaving Money on the Table

30 minutes • No obligation • Get actionable insights

The Fractional Advantage: Executive Expertise Without Executive Overhead

Get the strategic leadership your business needs to scale, without the $250K–$400K salary, benefits, and long-term commitment of full-time executives.

Real-Time Financial Intelligence

Our AI-powered analytics deliver insights in seconds, not days. Know your cash position, forecast scenarios, and identify risks before they become problems, all in real time.

5x faster than traditional reporting

Save 60–70% vs. Full-Time Hires

A full-time CFO costs $250K–$400K annually plus benefits, equity, and recruiting fees. Our fractional model delivers the same strategic value for a fraction of the price.

Typical savings: $150K–$280K per year

Battle-Tested Leadership

Led by former Fortune 500 executives with 20+ years leading finance and technology transformations at high-growth companies. You get proven expertise, not entry-level learning curves.

$50M+ in revenue managed

Scale Support as You Grow

Need more support during a fundraise or acquisition? Dial up our involvement. Entering a stable phase? Scale back. You control the engagement level based on your needs and budget.

10–40 hours/month, your choice

Zero Long-Term Risk

Month-to-month engagements mean no multi-year contracts, no severance packages, and no equity dilution. If your needs change or you're not seeing value, simply adjust or end the engagement.

Cancel anytime, no penalties

Objective, Outside Perspective

We bring cross-industry experience and fresh eyes to your challenges. No internal politics, no legacy thinking, just strategic, data-driven recommendations focused on results.

Unbiased strategic counsel

Get Control of Your Numbers. Scale With Confidence.

Book a free 30-minute strategy call to get actionable insights on improving your cash flow, margins, and growth decisions.

Book a Free Financial Strategy Call

No sales pressure • Get actionable insights • 30 minutes

As Featured In

Recognized Leadership in Fractional Executive Services

Industry insights on how fractional CFO and CTO services are transforming SMB growth strategies

Press Release Recently Published

Fractional CFO Cannabis Strategy: McIvor Advisory Partners Supports Growth at The Maine Lab

Discover how McIvor Advisory Partners is helping The Maine Lab scale their cannabis operations with strategic fractional CFO leadership and financial expertise.

Read Full Press Release OpenPR
Featured Article bill.com

11 advantages of hiring a fractional CFO for your business

Learn why more SMBs are turning to fractional CFO services for executive-level financial leadership without the full-time executive price tag.

Read Full Article

Pioneering fractional executive services that give SMBs access to Fortune 500-level financial and technology leadership

Trusted by growing businesses from $3M to $25M in annual revenue

SUCCESS STORIES

Proven Results for Growing Companies

See how we've helped founders and CEOs transform their financial operations and drive growth.

Manufacturing $3M Revenue

Industrial Manufacturing Company

A family-owned manufacturing company needed financial restructuring and cash flow optimization to support growth.

$850K
Cost Reduced
40%
Cash Flow
22%
Margin Increase
14mo
Timeline
Read Full Story
E-commerce $5M Revenue

D2C E-commerce Brand

A rapidly growing e-commerce brand needed financial clarity and inventory optimization.

$1.8M
Cost Saved
62%
Cash Flow
28%
Margin Increase
12mo
Timeline
Read Full Story
Construction $15M Revenue

Regional Construction Company

A regional construction firm needed financial infrastructure and project-based cost tracking for sustainable growth.

$950K
Cost Reduced
45%
Cash Flow
3x
Project Visibility
12mo
Timeline
Read Full Story
Get Similar Results

Schedule a free strategy call to discuss your specific situation

Client Success Story

What Our Clients Say

Hear from business leaders who have transformed their operations with McIvor Advisory Partners

"Partnering with Miles at McIvor Advisory Partners has elevated how we operate as a leadership team. Within a single quarter, we improved net profitability by more than 18%, increased our cash reserves by over 25%, and significantly strengthened financial visibility across production, retail, and inventory management.

What sets Miles apart is that he doesn't operate as an outside consultant—he is embedded in our leadership team. He participates in strategic discussions, challenges assumptions, and ensures every major decision is grounded in financial clarity and long-term sustainability.

He helped us implement stronger KPI tracking, improve margin discipline, and create reliable cash forecasting that gives us confidence as we evaluate expansion opportunities. Our operational meetings are now backed by real data, not guesswork.

Miles brings executive-level financial leadership without the burden of a full-time hire. His impact is measurable, and his presence has become integral to how we plan, operate, and grow."

Leadership Team
The Maine Lab
$3M+
Revenue Run Rate
18%+
Net Profit
100%
Visibility

Ready to achieve similar results?

Get Similar Results
Simple, Transparent Pricing

Choose the Level of Support That Fits Your Growth

Executive-level financial leadership without the full-time executive price tag. Scale up or down as your needs evolve.

Strategic CFO Foundation

$3K–$5K/month

For founders who need clarity, not chaos

Primary Value:
Confidence and direction

  • Monthly financial review and insights
  • Cash flow visibility and risk flags
  • CEO-facing summary with action items
  • Asynchronous support (no fire drills)
Most Popular

Growth CFO Partner

$5K–$7K/month

For founders actively scaling and making real decisions

Primary Value:
Faster, better decisions

Everything in Tier 1, plus:
  • Rolling cash flow forecast
  • KPI tracking tied to growth goals
  • Margin and cost structure analysis
  • Strategic input on hiring, spend, and priorities
Premium

Embedded Fractional CFO

$8K–$10K/month

For founders who want a true finance leader

Primary Value:
Stability and leadership without a full-time hire

Everything in Tier 2, plus:
  • Scenario planning and forecasting
  • Board or investor reporting support
  • Leadership-level strategy calls
  • Proactive financial planning tied to growth initiatives

Not Sure Which Tier Is Right for You?

Book a free 30-minute strategy call. We'll assess your current challenges, recommend the right level of support, and help you understand the ROI of each tier.

Book Your Free Strategy Call

No contracts • Cancel anytime • Scale up or down as needed

What You Get: Real Results, Not Just Reports

I don't just advise—I help implement. You get a partner who builds systems and drives results, not just creates reports.

Cash Flow Clarity

Understand Exactly Where Your Money Is Going

  • Strategic financial planning, forecasting & scenario modeling
  • Cash flow optimization & working capital management
  • Budget development, variance analysis & cost control
  • Executive dashboards, KPI tracking & board reporting
  • Chart of accounts optimization & financial systems setup

Profit Optimization

Identify and Fix Margin Leaks

  • Margin analysis by product, service & customer
  • Cost structure optimization & expense reduction
  • Pricing strategy & value-based pricing
  • Profitability reporting & dashboard tracking
  • Working capital optimization & inventory management

Strategic Financial Planning

Make Confident Growth Decisions

  • Growth strategy & expansion planning
  • Capital planning & fundraising support
  • Merger & acquisition financial due diligence
  • Exit planning & business valuation
Analytics and Data Management Systems. Business Analytics and Data Management Systems to make reports with KPI and metrics connected to the database for technology finance
Competitive Advantage

AI-Powered Insights That Give You an Unfair Advantage

While your competitors wait days for spreadsheet reports, you'll have real-time financial intelligence at your fingertips. Our AI-powered analytics deliver forecasts, variance analysis, and scenario modeling in seconds.

This isn't automation for automation's sake, it's strategic intelligence that helps you move faster and smarter than the competition.

Instant Financial Forecasting

Generate 12-month forecasts and scenario planning in real-time. See the impact of decisions before you make them, not weeks later.

Automated Anomaly Detection

AI identifies cost overruns, revenue anomalies, and cash flow risks automatically, flagging what matters most before problems escalate.

Unified Data Intelligence

Connect QuickBooks, ERPs, CRMs, and other systems. Our AI consolidates all your business data into one unified, real-time dashboard.

Predictive Cash Flow Management

Machine learning predicts cash needs 90 days out, identifies upcoming shortfalls, and recommends optimal timing for major decisions.

5x Faster
Than Traditional Reporting

What takes your accountant days or weeks now takes seconds. Get the insights you need to act, not react.

Financial data interface with bar charts, circular diagrams, and graphs on a futuristic digital background. Concept of market analysis. 3D Rendering.
McIvor Advisory Partners Founder Headshot
Who We Work With

Built for Ambitious CEOs Who Need Executive Guidance

We work with founders and CEOs of growing businesses ($3M–$25M revenue) who are done relying on their accountant for strategic advice or their IT vendor for technology decisions.

You know you need C-level financial and technology leadership, but hiring two full-time executives at $500K+ combined isn't feasible or necessary.

High-Growth Companies ($3M–$25M)

Fast-growing companies that need investor-ready financials, cash runway forecasting, and scalable tech infrastructure to support 2x–5x growth.

Growing 30%+ annually

Profitable SMBs ($10M–$25M Revenue)

Established businesses optimizing margins, modernizing systems, or preparing for expansion, without the cost and risk of full-time executive hires.

Profitable & ready to scale

Companies in Major Transitions

Businesses navigating acquisitions, restructuring, fundraising, or ownership transitions that require experienced financial and technology leadership.

M&A, fundraising, or turnaround

Multi-Location & Family-Owned Businesses

Multi-site operators consolidating financials, unifying systems across locations, and professionalizing operations for succession planning or sale.

2+ locations or family transition

Not Sure If We're the Right Fit?

Book a free 30-minute strategy call. We'll assess your challenges, recommend next steps, and provide actionable insights you can implement today, even if you don't hire us.

Book Your Free Strategy Call

Zero obligation • No sales pitch • Walk away smarter

Our Engagement Process: Fast, Flexible, and Risk-Free

From first call to measurable results in weeks, not months. No long-term contracts. No BS. Just results.

1

Discovery Call

30 min

We discuss your challenges, growth goals, and financial/tech pain points. No sales pitch, just a candid conversation about whether we're the right fit.

You'll get: Honest assessment & next steps
2

Deep-Dive Assessment

1–2 weeks

We audit your financials, tech stack, and processes to identify gaps, risks, and quick wins. You'll receive a detailed findings report with prioritized recommendations.

You'll get: Written findings report & action plan
3

Strategic Roadmap

Week 3

We build a 90-day action plan with specific deliverables, timelines, and success metrics. You'll know exactly what to expect, when, and how we'll measure progress.

You'll get: 90-day roadmap with clear KPIs
4

Execution & Optimization

Ongoing

We implement solutions, integrate with your team, and track KPIs weekly. As your business evolves, we adapt, scaling up during growth phases or dialing back when you're stable.

You'll get: Weekly updates & continuous improvement
30 Days
Average time to first measurable impact
Month-to-Month
No long-term contracts or commitments
3x ROI
Average return on client investment

Ready to Get Started?

Book your free 30-minute strategy call now. Walk away with actionable insights and a clear path forward, even if you don't hire us.

Book Your Free Strategy Call

Zero pressure • No obligation • Real insights

Still on the Fence? Here's What You Need to Know

Common concerns from founders who eventually became our best clients

"Isn't this just like hiring a bookkeeper?"

No. Bookkeepers process transactions. We build financial models, optimize capital structure, and make strategic decisions that impact your bottom line. Think CFO, not data entry.

"Can't my accountant do this?"

They could, but they won't. Most accountants focus on tax compliance and historical reporting. We focus on forward-looking strategy, growth planning, and technology infrastructure your accountant doesn't touch.

"What if I need more help later?"

That's the beauty of fractional. Scale up during fundraising, M&A, or rapid growth. Scale back during stable periods. You control the level of support and can adjust month-to-month.

"How do I know this will work for my business?"

You don't, until we talk. That's why we offer a free 30-minute strategy call. We'll assess fit, outline what success looks like, and give you actionable insights, even if you don't hire us.

20+
Years C-Suite Experience
$50M+
Revenue Under Management
70%
Cost Savings vs Full-Time
3x
Average Client ROI

The Cost of Waiting Is Higher Than You Think

Every day without strategic financial and technology leadership costs you money. Missed opportunities. Inefficient operations. Uninformed decisions.

Book a free 30-minute strategy call today. No commitment. No sales pitch. Just honest advice and a clear path forward.

Book Your Free Strategy Call Now

30 minutes • Zero obligation • Walk away with actionable insights

No contracts
Cancel anytime
C-level expertise