Buyside M&A Advisory
Treehouse Capital helps founder-led and family-run businesses take control of their finances with custom CFO and bookkeeping services so you can focus on running your business, not crunching numbers.
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“I was initially hesitant to sell my business given all the unknowns. Treehouse Capital was a tremendous help in educating me on private equity and the sale process generally. Everything they said would happen did happen. I can confidently say that I would never have achieved this great outcome without them.”
Sam Allsopp
Neal Roofing
“Treehouse Capital played a crucial role in maximizing the value of my business. They conduct themselves with utmost transparency and were pivotal in achieving a highly favorable outcome. Despite initial skepticism, I am pleased that I trusted their team’s guidance.”
Jeff Bennett
Access Overhead Door
“Treehouse Capital has completely transformed the financial side of our roofing company in Florida. With multiple locations, we struggled with our finances until we started working with them. Their fractional CFO services have been incredibly valuable, offering strategic insights and financial leadership without the need for a full-time CFO.”
Ryan McPherson
Quality Roofing
“I was initially hesitant to sell my business given all the unknowns. Treehouse Capital was a tremendous help in educating me on private equity and the sale process generally. Everything they said would happen did happen. I can confidently say that I would never have achieved this great outcome without them.”
Mac Weinles
Squash Exterminating
Who We Work With
We support founders and business owners who want smart financial guidance without the cost or complexity of building a full finance department. Whether you’re getting your books in order, planning for growth, or just need monthly clarity, we’re here to help.
We work with:
- Founders who need clean, accurate books delivered on time
- Businesses preparing to grow, scale, or hire
- Owners who want reliable monthly reports and KPIs
- Teams without a CFO, Controller, or internal finance structure
- Companies frustrated with late closes, messy data, or unclear performance
- Operators who want financial insight they can actually use
What Makes Us Different
No Lock-In Periods
Cancel anytime. We earn your trust month after month.
Flat Monthly Pricing
No hourly billing. No hidden fees. Predictable costs from day one.
Fast Response Times
You’ll always hear back within 24 hours. Guaranteed.
Timely Financials
Books are closed by the 15th of every month. No delays.
Senior-Level Strategy
Our team brings Big Firm and private equity experience without the full-time cost.
Exit-Ready Books
When the time comes to sell, bring in partners, or raise capital, your books will be ready.
Our Process
1
Discovery Call
Let’s get to know your business, your challenges, and how we can help.
2
Grant Access to Books
We securely connect to your financial systems with read-only access so we can complete your Financial Health Assessment.
3
FHA Call
We walk through your Financial Health Assessment together and highlight key insights.
4
Send FHA Deck
You receive a clear, actionable breakdown of your financial position and opportunities.
5
Send LOI
We send a Letter of Intent outlining the scope, services, and next steps.
6
Internal Kickoff
Our team aligns behind the scenes to prepare for a seamless onboarding.
7
Partnership Kickoff
We meet with you to align goals, timelines, and expectations for success.
8
Finalize Project Plan
Together, we lock in a clear, customized roadmap tailored to your business needs.
9
Start Implementation
We roll up our sleeves and get to work optimizing your finances from day one.
What We Offer
Scope of Work
Bookkeeping + Fractional CFO
Historical Quickbooks Cleanup
✓
Industry Specific Chart of Accounts
✓
Accrual Accounting Implementation
✓
Transaction Processing (AP / AR / Payroll / Bill Entry)
✓
Account Reconciliations
✓
Basic Financial Statements
✓
Month End Close Management
✓
Coordinate with CPA for Tax Prep
✓
Monthly Reporting Package
✓
Strategic Financial Planning & Insights
✓
Key Performance Indicator Tracking
✓
Budget & Forecasting
✓
Bi-weekly Update Calls
✓
Capital Allocation Decisions
✓
Operational Cost-Savings
✓
What-If Scenario Analysis
✓
Transition / Succession Planning
✓
Sale Preparation & Valuation
✓
Get a Clear Picture of Your Financial Health
Before any engagement, we begin with a Financial Health Assessment (FHA) to show you where your finances stand and identify areas for improvement.
We review your accounting systems, reporting accuracy, cash flow, profitability, internal controls, and potential risks. With read-only access to your books, we provide clear, actionable insights you can use right away. It’s like a financial physical for your business, designed to help you make confident and informed decisions.
Industries We Serve
Legal Services
Restoration Services
Medical Spas & Dental Practices
Youth Sports Organizations
Pest Control Services
HVAC Services
Foundation Repair Services
FAQs
At what stage do I need a fractional CFO firm?
At PHG, we have built a flexible delivery model to ensure we provide value to growth-oriented private businesses at various stages of maturity, as we aim to meet the client where they are at. We look to quarterback all things financial management for a business, providing a full gamut of financial advisory services from detailed bookkeeping to complex strategic advisory.
What size companies do you typically work with?
Our clients range from $1M to $125M of revenue.
Does Treehouse Capital replace my CPA, internal controller / admin, or bookkeeper?
Typically, PHG will not replace your CPA or internal controller but rather oversee those functions and make their lives easier. We work with your CPA in tax preparation and with your controller / admin to ensure best practices. We have a full bookkeeping function internally, allowing clients the option to utilize PHG for day-to-day bookkeeping in addition to strategic financial management.
How can a fractional CFO help to enhance enterprise value and get me ready for a sale?
Given our fulsome M&A practice at Treehouse Capital and experience as investors, we understand what buyers want and need to see from a seller. Everything we do in our fractional CFO services division is under the lens of increasing enterprise value.
It’s clear that a business’ internal controls and financial data heavily impact the purchase multiple that a buyer offers. Businesses with proper accrual accounting, understandable historical trends, detailed revenue and margin breakdowns by category, monthly KPI reporting, programmatic job costing, and a thoughtfully designed budget / forecast command higher purchase multiples.
PHG also works with sellers to calculate and track their Adjusted Income / EBITDA (profitability) making sure to include all potential ‘addbacks’ and reflect the highest, accurate figure – a higher EBITDA explicitly translates to a higher valuation.
Is Treehouse Capital fractional CFO services still relevant if I do not want to sell my business?
Proper financial management is essential for the longevity of any business. We work with many multi-generational family-owned businesses that have no intention of selling now nor in the future. It is always beneficial to enhance enterprise value for stakeholders, whether that is in the context of a sale or enhancing the business for the next generation.
What other capabilities does Treehouse Capital have beyond just working with the numbers / financials?
Clean books, accounting procedures, and financial statements are critical but that is just the tip of the iceberg in terms of what we provide to clients. Our mantra is you can’t manage what you can’t see and therefore once the books are in order, Treehouse Capital helps clients with benchmarking, KPI reporting, job costing, cost optimization, SEO demand generation, compensation structures, capital allocation decision-making, and more.
How do fees and pricing work?
Our fee is a fixed monthly fee that is not tied to hours worked, as we never want a client to feel like they are ‘on the clock’ with us. There is no upfront commitment when signing on and the contract is month to month, cancellable at any time.
How often will I get direct interaction with Treehouse Capital?
We are always available to our clients. The cadence of communication is primarily dictated by the client; however, it is typical to have weekly or bi-weekly update calls, monthly financial report meetings, and ad hoc discussions as necessary.
Will my information remain confidential?
We take confidentiality very seriously and all our engagement letters include non-disclosure agreements to protect confidential and sensitive information.
Build a Stronger Business with a Finance Partner You Can Trust
Treehouse Capital provides clean books, reliable reporting, and senior-level financial insight so you can scale, improve profitability, and prepare for whatever comes next — without the cost of a full-time hire.