You need a board-ready forecast by Friday. Your CFO just gave notice. The PE firm wants a Quality of Earnings done yesterday. You don't need a big firm with a slow ramp — you need someone who's done this before, can start now, and will leave your team stronger when the engagement ends.
These are the situations that typically bring companies to us. If you're navigating any of them, we can help.
We step into interim CFO roles and maintain reporting cadence, board preparation, and team management from day one — so the business doesn't miss a beat while you search for a permanent hire. We've managed multiple CFO transitions across PE-backed and publicly traded companies.
We prepare and defend Quality of Earnings analyses, build investor-ready data rooms, and manage the financial workstream of your deal — whether you're buying, selling, or raising capital. Our team has supported nearly $1B in combined transaction value.
We build the forecasting models, KPI dashboards, and planning cadences that give your leadership team confidence — not just numbers, but the narrative behind them. From 13-week cash flows to 3-statement models, we deliver the financial clarity boards expect.
We embed with your team to build the infrastructure that scales — automated reporting, integrated systems, documented processes — so your finance function grows with the business, not behind it. We've managed unified FP&A across as many as 7 entities in a PE roll-up.
Whether you're exploring a private placement, preparing for a recapitalization, or evaluating M&A options, our senior advisory team brings 40+ years of investment banking experience to help you navigate deal structuring, investor positioning, and capital strategy.
You have a Controller handling the books but no one owning the forecast, the board deck, or the KPI narrative. You need senior FP&A depth on an ongoing basis — not a one-time project — without the $200K+ commitment of a full-time Director of Finance.
Every engagement is scoped to a defined outcome. We don't sell hours — we solve problems.
Ongoing, part-time FP&A support for companies that need senior financial planning and reporting leadership without a full-time hire. We maintain your forecast, manage board reporting, and keep the planning function running month to month.
Full-scope financial leadership during transitions. We manage your team, own the board deck, run the close, and keep stakeholders informed while you hire with confidence.
Quality of Earnings, sell-side financial packaging, data room preparation, and buyer Q&A management. We've supported nearly $1B in combined deal value across PE, growth equity, and private placement.
From a blank spreadsheet to a board-ready planning function. We build your budget model, rolling forecast, variance reporting, and the monthly cadence to keep it current.
We connect your ERP to automated dashboards using Alteryx, Tableau, SQL, and direct database integration — eliminating the manual work that consumes your team's bandwidth every month-end.
For engagements that extend into capital raising, M&A strategy, or private placement, we prepare your financial infrastructure for transaction readiness and provide senior advisory on deal structuring, investor positioning, and capital strategy through our advisory team.
For engagements requiring deeper expertise in deal structuring, capital strategy, or complex financing, Control Group B brings in Gerard Cappello — a 40-year finance veteran — to work alongside our team, adding senior advisory depth without the client needing to source a separate consultant.
Our goal isn't a long-term retainer. It's to solve the problem and hand you back a finance function that runs without us.
We start with a focused conversation — not a lengthy discovery phase. Within the first week, we map the gaps, define the deliverables, and agree on what "done" looks like.
We work inside your systems and alongside your team. Everything we build — models, reports, processes — is documented, tested, and designed for your people to own.
Before we leave, we train your team, hand off documentation, and make sure the next person — whether a new hire or your existing staff — can run everything from day one.
Not every company needs a full-time Director of Finance. Our fractional FP&A retainers give you ongoing access to senior financial planning, reporting, and analysis leadership — without the overhead.
All retainer clients receive a 5% rate reduction after 3 consecutive months and a 10% reduction after 6 months — because long-term relationships let us deliver better work, and that should be reflected in the rate. Retainers are month-to-month with 30 days' notice — no long-term contracts required.
Transparent pricing for every engagement type. All project fees are scoped after a discovery call — no surprises.
These are outcomes from real engagements — not projections.
Finance challenges look different in every sector. We bring relevant pattern recognition — not a generic playbook.
No pitch deck. No sales process. Just a conversation about what you're dealing with and whether we can help. Most engagements begin within two weeks of the first call.
Control Group B is a boutique finance consulting firm based in Raleigh, North Carolina, serving clients nationwide. We were founded on a simple premise: growing companies deserve senior-level finance talent without the overhead of a big firm or the unpredictability of a staffing agency.
Our team brings direct experience from investment banking, PE-backed operations, aerospace program finance, multi-entity FP&A management, and capital markets advisory. We've sat in the seat — managing board reporting, defending Quality of Earnings analyses, structuring deals, and building forecasting infrastructure from scratch — and we bring that perspective to every engagement.
We work best with companies in transition: a CFO departure, a pending transaction, a PE sponsor asking for better reporting, or a growth phase that's outpaced the current finance infrastructure. If that sounds like your situation, we should talk.
Trevor founded Control Group B after more than a decade at the intersection of investment banking, PE-backed operations, and corporate finance. His career spans sell-side advisory, program finance at Meggitt Aerospace, and FP&A leadership at a multi-entity PE roll-up. He specializes in building financial infrastructure that gives leadership teams confidence in their numbers.
Gerard brings over 40 years of experience in finance and investment banking to Control Group B, spanning merchant banking, project finance, venture capital, and deal structuring since 1985. He provides senior advisory depth on engagements involving capital strategy, deal structuring, investor positioning, and complex financing analysis.
Fractional FP&A is an ongoing, part-time engagement where a senior finance professional manages your company's financial planning and analysis function on a monthly retainer — typically 10 to 30+ hours per month. This includes maintaining forecasts, preparing board reporting, managing KPI dashboards, running variance analysis, and leading the budget cycle. It's designed for companies that need the expertise of a Director of Finance or VP of FP&A but don't have enough volume to justify a full-time hire. Control Group B offers fractional FP&A retainers starting at $1,850 per month with volume discounts for higher hours and loyalty pricing after 3 and 6 months.
An interim CFO provides full-scope financial leadership during transitions such as a CFO departure, organizational restructuring, or rapid growth. This includes managing the finance team, owning board reporting and monthly close processes, maintaining stakeholder communication, and building the infrastructure and documentation needed for a permanent hire to succeed. At Control Group B, interim CFO engagements typically last 3 to 9 months.
A Quality of Earnings (QoE) analysis is a financial due diligence process used during M&A transactions to verify the sustainability and accuracy of a company's reported earnings. It identifies non-recurring items, adjusts for accounting irregularities, and provides buyers or investors with a normalized view of financial performance. Control Group B has supported QoE analyses for PE-backed transactions exceeding $170 million in value.
Companies typically hire an FP&A consultant when their financial reporting can no longer support leadership decision-making — for example, when the board is asking questions the current reporting cannot answer, when budgets and forecasts are built in disconnected spreadsheets, or when a PE sponsor requires more rigorous financial planning. An FP&A consultant builds the models, dashboards, and planning cadences that give leadership confidence in the numbers.
A fractional CFO works part-time on an ongoing basis, typically a few days per week or month, providing strategic financial guidance to companies that do not need or cannot afford a full-time CFO. An interim CFO fills a full-time role temporarily, usually during a leadership transition, and handles the complete scope of CFO responsibilities including team management, board reporting, and close processes. Control Group B provides interim CFO services where full-time, hands-on leadership is required during transitions.
PE-backed companies face specific reporting demands from their sponsors, including monthly operating reports, KPI dashboards, variance analysis, and board-ready financial packages. Control Group B builds automated reporting infrastructure using Alteryx, Tableau, SQL, and ERP integration to deliver consistent, accurate financial data. We have managed unified FP&A across as many as 7 entities in a single PE-backed roll-up.
Control Group B is a finance consulting firm, not a licensed investment bank or broker-dealer. We specialize in building the financial infrastructure — models, data rooms, reporting, and forecasting — that makes companies transaction-ready. For engagements that require deal structuring guidance, capital strategy, or investor positioning, our Senior Advisor Gerard Cappello, a 40-year finance and investment banking veteran, works alongside our team to provide advisory support.