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DANE Advisory

Capital Advisory & Fractional CFO Services

Financial Clarity. Strategic Capital. Smarter Growth.

DANE Advisory helps business owners make better financial decisions, secure the right capital, and build stronger, more profitable businesses.

Your business doesn't need another accountant. It needs a financial partner.

Business owners are often forced to make major financial decisions with incomplete information. DANE Advisory provides the financial insight, modeling, and strategic guidance needed to make those decisions with confidence.

DANE combines financial analysis, capital strategy, and ongoing CFO-level guidance into a single advisory relationship — built around your business, not a product.

What We Do

Two disciplines. One financial partner.

Capital advisory and fractional CFO services work together to give business owners both the funding and the financial leadership needed to grow.

Capital Advisory

Access the capital your business needs to grow, acquire, refinance, or invest.

  • SBA financing
  • Acquisition financing
  • Working capital
  • Equipment financing
  • Debt refinancing
  • Capital strategy
Explore Capital Advisory

Fractional CFO

Get experienced financial leadership without the cost of a full-time CFO.

  • Financial reporting
  • Forecasting
  • Cash-flow management
  • KPI dashboards
  • Financial modeling
  • Strategic planning
Explore Fractional CFO

How We Help

A straightforward process, built around your business.

01

Understand

We learn how your business operates, where you want to go, and what financial challenges stand in the way.

02

Analyze

We analyze your financials, cash flow, capital needs, and opportunities.

03

Execute

We help you turn financial insight into action through financing, planning, reporting, and strategic decision-making.

Who We Serve

Built for Business Owners

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Construction

General and specialty contractors, HVAC, plumbing, electrical, roofing, and other trades.

Wholesale & Distribution

Wholesale, industrial, and equipment distributors financing growth and operations.

Healthcare & Dental

Dental groups and medical practices navigating growth and financial operations.

Professional Services

Law firms, consulting firms, and other professional-service businesses.

Real Estate

Operators, property managers, investors, and syndicators structuring capital.

Other Growth-Oriented Businesses

Established, profitable businesses preparing for their next stage of growth.

Why DANE

More than financial reporting. A partner in the decisions that matter.

Financial Expertise

Deep financial analysis and modeling designed to support real business decisions.

Capital Strategy

We help business owners understand financing options and prepare for conversations with lenders and capital providers.

Ongoing Guidance

Fractional CFO support gives growing companies access to strategic financial expertise without hiring a full-time CFO.

Owner-Focused

We work directly with business owners and leadership teams to turn financial information into practical decisions.

Ready to make smarter financial decisions?

Let's discuss where your business is today, where you want it to go, and how DANE Advisory can help you get there.