Book a Free Consult
Book a Free Fractional CFO Consultation.
45 minutes. No obligation. A senior Adea fractional CFO will review your current financial situation and tell you exactly what you need — and what it would take to get you investor-ready.
Most founders at the $5M–$30M stage are carrying real financial complexity with accounting infrastructure built for a much earlier stage. This consultation is designed to close that gap — giving you a direct, honest view of where your financials stand relative to what investors, lenders, or board members will expect to see.
What Happens Next
What to Expect From Your Fractional CFO Consultation
01
What Happens on the Call
A senior Adea fractional CFO will ask about your current financial state and near-term milestones — your close cycle, reporting setup, revenue model, and any upcoming capital events. The conversation is structured to give you clarity and a clear read on your financial posture, not to sell you anything.
02
Who You'll Speak With
A U.S.-based senior CFO with direct operating experience in your industry and growth stage — not a sales representative or junior associate. You'll get a real professional who has built financial infrastructure for companies at exactly your stage.
03
What You Walk Away With
A clear picture of where your financial function stands relative to investor expectations — and specific, prioritized actions for closing the gap. You get that clarity regardless of whether you move forward with Adea.
Is This Right For You?
This Call Is For You If…
You’re a founder doing $1M–$30M in revenue and your books are still run by a bookkeeper
You have a raise, an audit, or a board meeting coming up in the next 6–12 months
You’re in Medical Device, Biotech, SaaS, CPG, DTC, or Ed-tech
You want to know what investor-ready financials actually look like and what yours would take to build
You’ve outgrown your current accounting setup but aren’t ready to hire a full-time CFO
Before You Book
Frequently Asked Questions
Is This Really Free?
Yes — the 45-minute fractional CFO consultation is no-cost and no-obligation. It exists so we can understand your situation clearly before either of us commits to anything. We treat it as a diagnostic conversation, not a sales meeting.
Who Will I Be Speaking With?
You'll speak directly with John Regan, CPA, MBA — Founder & CEO of Adea. Not a salesperson, not a junior associate. John has worked with founder-led companies across medical device, pharma, CPG, SaaS, and DTC — so the conversation will be grounded in your actual industry context.
What Should I Prepare?
Nothing formal. A rough sense of your monthly revenue, which accounting software you're using, and any upcoming milestones — fundraising, audit, board meetings — is all you need. The CFO will guide the conversation from there.
What If We're Not a Fit?
We'll tell you directly. Adea is selective about who we take on, and we'd rather give you an honest answer than waste your time or ours. If you're not at the right stage, we'll say so — and often point you toward what actually makes sense for your situation.
How Quickly Can We Get Started?
If it's a good fit, we move fast. Most Adea engagements kick off within one to two weeks of the initial consultation. We scope, agree on scope of work, and begin — no lengthy procurement cycles or onboarding delays.
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Prefer To Reach Out Directly?
Call or text us at 800-598-9790
Email us at Contact@Adea-Company.com
We typically respond within one business day.
Your information is kept confidential. No spam, no pressure.
All Case Studies
Companies That Closed Capital With Adea
From Chaos to Clarity: Skincare Brand Closes $7M with Board-Ready Financials
Adea rebuilt their books, developed a unit economics model, and built a board package that gave investors the financial clarity they needed to commit. The round closed ahead of schedule.
$7M
Capital Raised
SaaS Startup Boosts ARR Forecast Accuracy by 25% — and Closes $8M Series B
In the fast-moving EdTech space, this SaaS startup had the innovation and market fit but its financial systems were holding it back
$8M
Capital Raised
DTC Brand Slashes Stockouts by 50% with Real-Time SKU Tracking
When a fast-growing beverage brand started to scale, they ran into a familiar problem: their systems couldn’t keep up.
10 Markets, 0 Headaches: Healthcare Startup Expands Nationally with Adea’s Financial Model
This fast-growing healthcare startup was expanding quickly but its financial systems weren’t built to scale.
From Grant to Growth: Pharma Startup Unlocks $12M with Forecast-Ready Financials
This early-stage pharmaceutical startup had the science and vision but without revenue or reliable financial reporting, investor confidence was shaky.
$12M
Capital Raised
Compliance Meets Capital: Biotech Startup Secures $5M in Follow-On Funding
Navigating the complex world of research funding is no small feat especially for early-stage biotech startups backed by grants from the National Institutes of Health (NIH).
$5M
Capital Raised