Financial Planning & Analysis

Your CFO will collaborate with you to define measurable financial objectives and analysis. With robust tracking systems and process in place, real-time insights enable informed business decisions, management decision support, and diligence readiness

Budgeting & Forecasting

Adequate cash reserves are essential in your day to day business operations.  We’ll manage cash flow, burn, runway, and any credit risk under the direction of an experienced CFO, ultimately, identifying and implementing improved liquidity strategies

Funding & Exit Strategies

Fundraising strategy and logistics.  A MontPac CFO will advise on the amount needed for scale and coordinate with investors providing financial data and diligence when appropriate.

Board, Investor & Lender Communications

Your MontPac CFO will act as a liaison between the company's leadership and its stakeholders. They will provide regular financial updates, address inquiries, and facilitate effective communication to build strong relationships with the board, investors and lender.

Capital Strategy

Determining the optimal capital structure, whether through debt, equity, or both is important. Your CFO will evaluate the financial landscape and the business's growth plans to recommend an optimal capital structure.

Mergers & Acquisition

Develop a strategy that optimizes your vision and improves your exit strategy.  We support every company lifecycle stage and advise accordingly.

Financial Systems & Processes

Align your vision and company goals with industry best practices. Reviewing your existing financial systems and processes resulting in recommended improvements to ensure accuracy, efficiency, and compliance.

Financial Statement Preparation

Audit-ready financial statements - prepared by our team and reviewed by our CFO.  Be diligent and audit-ready.

Julie Parikh

SaaS, Startups, Tech, Public Companies

• Over 30 years of financial leadership experience in scaling operations, financial strategy, and SEC compliance for startups to IPO-ready companies.
• Trusted CFO advisor with a track record at Google, Webvan and Excite@Home - recognized for strategic insight, operational efficiency, and financial transformation.

Mark Woodward

SaaS, E-commerce, Technology, Growth Companies

• Accomplished CFO and founder of FINEXCIA, with 30+ years of leadership experience guiding startups to Fortune 1000 firms through growth, M&A, and exit strategies.
• Strategic advisor with deep expertise in financial modeling, capital efficiency, and scaling operations, driving performance through data and execution.

Jeff Hulsey

Healthcare, Multispecialty, Growth Strategy, Operations

• CFO and healthcare executive with deep experience in finance, operations, and analytics-focused on expanding access to care and driving innovation in multisite practices.
• Proven leader in strategic growth, M&A, and organizational change, with a strong track record in financial modeling, system improvements, and mission-driven performance.