CFO Advisory · Exit Planning · Strategic Finance
Paul Advisory Group advises founder-led, growth-stage, and private equity-backed companies on financial strategy, performance improvement, exit planning, transaction readiness, and enterprise value creation.
Why Paul Advisory Group
We combine executive financial leadership with hands-on execution. The result is a finance function that helps management see around corners, allocate capital intelligently, and act with confidence.
Advisory Services
Engage Paul Advisory Group for an ongoing leadership role, a defined transformation initiative, or support during a critical transition.
Strategic financial guidance for companies that need seasoned CFO-level insight, perspective, and decision support.
Experienced leadership to stabilize finance and maintain momentum during a transition.
Forward-looking models and management routines that improve decisions and accountability.
Upgrade the people, processes, systems, and controls required to support growth.
Identify and execute the operational levers that improve margin, liquidity, and resilience.
Prepare ownership, management, and the finance function for a future sale, recapitalization, succession, or other liquidity event.
Engagement Options
A structured assessment of finance, cash, reporting, controls, systems, and team capabilities.
Ongoing CFO-level counsel delivered through a regular advisory cadence tailored to management, ownership, and board needs.
Dedicated support for a defined transaction, transformation, or performance improvement goal.
Free Assessment
The CEO Value Creation Assessment scores your finance function across six areas — cash, margin, reporting, forecasting, growth readiness, and exit readiness — and gives you an instant, personalized rating.
Take the Assessment →Who We Serve
We are most valuable when the stakes are rising, complexity is increasing, or the existing finance function is no longer keeping pace.
Professionalize finance while preserving speed, ownership, and entrepreneurial focus.
Strengthen reporting, execute value-creation priorities, and improve visibility for sponsors and boards.
Install scalable planning, controls, systems, and management reporting before complexity compounds.
Navigate leadership changes, financings, acquisitions, restructurings, or strategic pivots.
Bring institutional-grade financial discipline to origination, funding, and portfolio reporting, drawn from direct experience scaling lending platforms and securing credit facilities.
Business Outcomes
Trusted Advisor to Business Owners, CEOs, and Boards
Craig Paul is the Founder and Managing Principal of Paul Advisory Group. As a CPA, attorney (JD, LL.M.), and MBA, Craig serves as a trusted advisor to business owners, CEOs, boards of directors, and investors, helping privately held businesses, growth companies, family-owned enterprises, and private equity portfolio companies enhance enterprise value, improve financial performance, strengthen governance, and prepare for successful ownership transitions and exits.
With more than 20 years of executive finance leadership across fintech, technology, financial services, payments, software, and high-growth organizations, Craig helps management teams strengthen cash flow, improve profitability, optimize operations, and build finance functions that support sustainable growth.
His background spans CFO and controllership roles at a $1 billion specialty finance lender and a fast-scaling FinTech auto lender, along with eBay and PayPal, where he was selected for the company's competitive Finance Leadership Development Program, rotating across tax, treasury, FP&A, and business intelligence. Earlier in his career, he supported Fannie Mae's SEC restatement and managed multi-billion dollar daily cash forecasting at GMAC.
Whether preparing for a sale, recapitalization, succession, acquisition, or the next phase of growth, Craig works alongside owners and executive teams to identify value drivers, improve reporting, reduce risk, and position businesses for successful outcomes.
Frequently Asked Questions
A CFO advisor is useful when a business needs senior financial leadership, but does not yet require or cannot justify a full-time CFO. It is also effective during periods of rapid growth, financing, transaction preparation, restructuring, or operational change.
No. We typically work with the existing finance and accounting team, clarify roles, improve processes, and provide executive-level direction. Where capability gaps exist, we help management determine the appropriate structure.
Yes. Exit planning support can include readiness assessment, normalized earnings analysis, valuation-gap identification, management reporting upgrades, diligence preparation, working-capital analysis, and a roadmap to improve enterprise value before a transaction.
Yes. Support can include sponsor reporting, liquidity analysis, forecast updates, board materials, covenant monitoring, value-creation initiatives, and preparation for add-on acquisitions or exit.
Engagements can be remote, onsite, or hybrid depending on the company’s location, priorities, and operating cadence.
Start a Conversation
Share the challenge, transition, or opportunity your company is facing. The initial conversation is confidential and focused on determining whether there is a strong fit.
www.pauladvisorygroup.com