Investment Banking and Private Equity Experience
Institutional-Grade Reporting
The Missing Piece
Growing manufacturers and brands lack dedicated finance leadership. In its absence, founders and operators shoulder the burden — managing budgets, building models, and navigating capital markets on their own. Kaizen delivers the structure, rigor, and partnership needed to make informed decisions to better support long-term growth.
Finance is often an underdeveloped function.
Lean Teams, Heavy Lifting
Finance departments are small despite having to juggle accounting, cash flow, compliance, forecasting, and everything in between.
Outdated Systems
Many rely on spreadsheets or legacy systems that can’t keep up with growth or complexity.
Reactive, Not Strategic
Instead of driving decisions, finance teams are stuck closing books and chasing invoices.
Our Solution
Monthly Finance Support
Reporting, forecasting, and performance tracking — customized to your business model and cost structure
Capital Advisory
Working capital facilities, equipment financing, and lender/investor communications
Strategic Planning
Pricing, margin structure, co-man transitions, facility planning, and other key initiatives
Why Us?
High-Impact Finance Expertise, Purpose-Built for Operators
Senior-Level Finance Support, On Demand
Core
$5,000–$6,000/mo
- Monthly financial reporting package
- 13-week cash flow forecast
- KPI dashboard
Growth
$7,000–$9,000/mo
- All Core services
- Rolling 12-month forecast
- Scenario modeling
- Quarterly strategic review sessions
- Annual budget + variance analysis
Strategic
$10,000–$12,000/mo
- All Growth services
- Capex planning and ROI analysis
- Board and lender reporting
- Debt covenant tracking
- Bank relationship management
- Capital allocation strategy
Why Operators Choose Us Over a Full-Time Hire
When it comes to growing your business, hiring the right team is crucial. The right financial partner doesn’t just track results — they shape them. Our clients get proactive insight on working capital, margin expansion, and financing opportunities.
- Background
- Monthly Cost
- Training Ramp-Up
- Execution Quality
- Transaction Experience
- Flexibility
- Access
- Wall Street Investment Banker with Fortune 500 and PE-backed company expertise
- $5k – $12k
- Immediate
- Board / Lender ready outputs and materials
- Debt, equity, and M&A execution
- Month-to-month contract
- Schedule calls and meetings as needed
-
Full-Time Finance Hire
- Mid-Level FP&A Experience
- $12k-20k+ (fully-loaded employee cost)
- 3-6 months
- Often needs oversight
- Limited, often lacking
- Longer term commitment given training and limited field of applicants
- Available from 9 am – 5 pm
Better quality. Lower cost. Maximum flexibility.
Built for growth-stage manufacturers navigating
complexity
Let’s build a stronger financial future, together.
Rooted in the principles of continuous improvement
Kaizen delivers institutional-quality finance and capital strategy to help operators make smarter decisions. Whether you’re managing growth, optimizing margins, or preparing for a potential exit, we act as an embedded finance partner—offering board-ready insights, lender-facing materials, and real-time visibility into your business.
Ready to build a better finance function? Schedule a call or send a message.
Operational finance with an owner’s mindset.
We focus on the financial levers that drive performance and long-term value.