Services

Three decades of real-world experience building, managing, buying, and selling companies means that you’re in great hands with Contrail Financial as a partner.

Contrail Financial brings deep and specialized knowledge in financial planning and analysis, corporate development, and exit planning, but what truly sets us apart is our holistic perspective. We understand that true value lies in capturing synergies and connections across boundaries, bridging the gaps between different parts of an organization. By optimizing the collective impact of all components we give you the competitive advantage to grow with confidence.

Our Mission and Value

We’re the quiet force behind the most meaningful business growth and transitions, leaving a lasting imprint not just in the numbers, but in the lives, legacies, and futures of those we serve.

Why Choose Us?

Our holistic approach to growth, extensive global network, and proven track record set us apart from our competitors.

Our Leadership

30 years of hands-on experience in buying, building, investing in, and selling companies across a wide range of industries.

Strategic Financial Planning & Analysis

At Contrail Financial, our core services are designed to guide business owners through growth, transition, and everything in between. Our strategic financial planning and CFO services offer experienced, forward-moving advice built on clarity, trust, and long-term impact.

Forecasting & Budget Modeling
Cash Flow Planning & Capital Allocation
Profitability & Margin Analysis
KPI Development & Monitoring

Board & Investor Reporting
Financial Risk Advisory & Stress Testing
Compliance Audits & Internal Controls
Embedded CFO Services

Learn More

Insightful Corporate Development Strategy

Contrail Financial provides end-to-end corporate development services for owners preparing to grow inorganically. We specialize in acquisitions, strategic partnerships and joint ventures with real-world experience across several industries, including SaaS, manufacturing, and service-based industries. Whether you're planning to establish a compelling partnership or joint venture, or acquire a competitor, our experience will help you chart the path forward with confidence and clarity.

M&A Advisory for Small Businesses
Inorganic Growth Strategy Development
Strategic Partnership Consulting
Transaction Due Diligence

Valuation & Strategic Fit Analysis
Corporate Structuring & Reorganization
Divestiture and Spin Out Strategy
Transaction Risk Mitigation

Learn More

Mindful Exit Planning for Business Owners & Founders

Stepping away from the business you built is never just a transaction, it’s personal. At Contrail Financial, we offer deeply experienced exit planning consulting that navigates founders, owners and other leaders through this emotional transition. From business succession planning and valuation analysis to transaction readiness and M&A due diligence, we co-pilot every stage, helping protect what you’ve built and preparing for what’s next.

Business Succession Planning
Business Valuation Analysis
Transaction Readiness Audit

Founder/Owner Exit Consulting
Post-Exit Financial Planning Support
M&A Due Diligence Support

Learn More

“

Testimonials

What Do Our Customers Say?

Long-lasting relationships mean everything to us.

Contrail Financial played a key role in guiding Krush Media from its early start-up phase through rapid growth to stable operations. They remain a vital partner in our continued success.

Jeff Chi

CEO, Krush Media

Contrail Financial brought essential expertise to our founding team—helping us refine our growth strategy, communicate it effectively to investors, and successfully raise capital. They remain a valuable member of our executive team as we scale the business.

Kip Matthews

President, Pulp Fixin

Contrail’s steady guidance was instrumental in launching NAAMCE and shaping its operations and business model. Today, they serve as our trusted outsourced CFO, helping drive our growth and scale.

Ted Angel

Executive Director, National Advanced Air Mobility Center of Excellence (NAAMCE)

Contrail led our capital raise from start to finish—developing pitch materials, managing investor engagement, structuring the investment vehicle, and successfully closing the deal. They now provide seamless, end-to-end investment management for our investor group.

Dave Labus

Principal, Bel Haven Development

We always give serious consideration to investment opportunities brought to us by Contrail. Knowing they serve as the outsourced CFO for a company we’re invested in gives us a high level of confidence.

Steve Roe

Founder, Groe Co

When clients need a practical valuation solution—quick, cost-effective, and without the overhead of a Big Four firm—I call Contrail. They’re a trusted resource for insider-driven deals