Our Services
Phantom Ridge Advisory operates on a monthly retainer model designed for business owners who require disciplined financial oversight without hiring a full-time CFO.
Core Advisory Retainer
Our primary engagement structure includes
Core Advisory Retainer
Our primary engagement structure includes:
• Monthly financial review
• 13-week cash flow model maintenance
• KPI tracking and dashboard updates
• Budget and forecast modeling
• Strategic planning discussions
• Direct access for ongoing financial decisions
System Build Engagments
For businesses needing a clean foundation before ongoing advisory:
• Cash flow framework buildout
• Reporting structure setup
• Budget model creation
• Process documentation
Who We Work Best With
$1M-$15M+ Revenue
Established, growing businesses generating $1M to $15M+ in annual revenue.
Owner-Led Companies
Businesses with hands-on, involved leadership focused on disciplined growth.
High Growth Companies
Construction, logistics, companies in the trades, experiencing real growth and operational momentum.
Services
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