MGR Advisory Information

MGR Advisory is a boutique fractional CFO firm built around four pillars of financial leadership, delivered to owner-led businesses navigating growth, financing, stagnation, and ownership transitions. THE GAP: Many owner-led businesses have outgrown their bookkeeper, but the math doesn't work to hire a full-time CFO. Meanwhile, the financial decisions they're making every week are consequential. Capital allocation, financing, growth, whether to sell. There's usually no one in the room helping them make those decisions well. MGR Advisory bridges that gap. WHAT WE DELIVER Strategy & Planning · Strategic financial planning, budgeting, and forecasting · Cash flow management and rolling liquidity forecasts · Capital structure and financing strategy Financial Operations · Accounting and banking infrastructure design and implementation · Accounting oversight, month-end close, and internal controls · Finance team and vendor management Reporting & Analysis · KPI development and operational dashboards · Board, lender, and investor-ready reporting packages · Profitability analysis by job, customer, and business line Executive Advisory · M&A and transaction support across buy-side and sell-side preparation · Capital raise and due diligence support · Tax advisory and planning, in coordination with external preparers FOUNDER Max Rubinstein, CPA. Formerly of Ernst & Young, Blackstone, and most recently Controller and CFO of a privately held New York real estate operator. CONTACT max@mgradvisory.com