Independent advisory · South Florida
CapFi Consultants is the business advisory division of Cap-Fi Funding, LLC. We work with owner-led and mid-market companies on financial planning, profitability and pricing strategy, and the ongoing counsel that turns a set of numbers into a decision you can defend.
Industries served
Professional Services Light Manufacturing Consumer Brands Healthcare Logistics Construction Wholesale Real EstateMost businesses do not have a numbers problem. They have a decision problem the numbers were supposed to answer. We build the financial picture first, then work the decision with you.
01
A working financial model of your business: cash-flow forecasting, operating budgets, margin analysis, and scenario planning. You get a model you can actually run, not a static deck, so you can test a hire, a price change, or a new location before you commit to it.
02
Finding where the margin actually lives. We break the business down by product, customer, and channel, model the true cost of delivering each one, test pricing and cost-structure changes before you make them, and put a written plan behind the ones worth doing.
03
Senior financial counsel on a retained basis for companies that need the judgment of a CFO without the fixed cost of one. Monthly reporting cadence, review of major commitments, and a standing seat at the table when the consequential decisions get made.
Engagements are bounded and specific, and the work stays owned by the people inside the business.
01
Every engagement opens with a working session on your business, its operations, and the decision actually in front of you, before anyone opens a spreadsheet.
02
We put the situation in writing: the problem, the constraints, the options, and their financial consequences. You approve the framing before the work proceeds.
03
We work alongside your team against a defined scope, timeline, and fee. You receive senior counsel and concrete deliverables you keep and continue to use.
CapFi Consultants operates as the advisory division of Cap-Fi Funding, LLC, serving businesses that have outgrown their bookkeeping but do not yet need, or want, a full-time finance department.
Every company's financial landscape is its own. That is why the work begins with listening and ends with something written: a model, a framing, a recommendation you can hold up to a partner, a buyer, or a board and have it hold together.
“The number is rarely the hard part. Knowing which number the decision actually turns on: that is the work.”
Request a complimentary introductory consultation. We respond within one business day to schedule a thirty-minute call.