Chief Change Officer for
the Middle Marke!
Large-company expertise. Middle-market accessibility. Real transformation.
CG Consulting provides the finance, operations, systems, and data leadership that growing companies need to scale, strengthen performance, and prepare for investment or exit. We deliver enterprise-grade transformation at a cost that fits the middle market — with hands-on execution that moves your business forward.
Building clarity, confidence, and investor-ready financial infrastructure.
We modernize finance organizations so they can support growth, withstand due diligence, and deliver the transparency investors expect.
Capabilities include:
- Lender and Board-grade reporting packages
- Forecasting & budgeting frameworks
- Treasury & cash management structure
- Internal controls & governance
- Month-end close acceleration
- KPI development & performance dashboards
- Audit readiness & SOX remediation
Outcome: A finance function that is accurate, timely, scalable, and trusted
Streamlining processes and building accountability across the business.
We redesign operations to eliminate inefficiency, strengthen cross-functional alignment, and create a foundation for scale.
Capabilities include:
- Process mapping & redesign
- Organizational structure & role clarity
- Cross-functional workflow optimization
- Accountability frameworks & performance management
- Operational readiness for growth or exit
- Post-acquisition operational integration
Outcome: A more efficient, aligned, and execution-focused organization.
Modernizing systems and data to improve transparency and decision-making.
With 10+ years of IT, ERP, and systems design experience, we bridge finance and operations with technology that actually works for the business.
Capabilities include:
- ERP selection, implementation, or rescue
- Systems integration & modernization
- Data architecture & reporting structure
- Business requirements definition
- System governance & controls
- Technology-enabled process improvement
Outcome: Systems that support scale, reduce manual work, and deliver real-time insight.
Turning fragmented data into actionable intelligence.
We help companies move from reactive reporting to proactive, data-driven decision-making.
Capabilities include:
- KPI frameworks & scorecards
- Executive dashboards
- Data quality improvement
Outcome: Leaders who can see the business clearly — and act decisively.
Building the culture, talent, and alignment needed for transformation.
We strengthen leadership teams and develop the organizational maturity required for sustained growth.
Capabilities include:
- Team development & capability building
- Change management strategy
- Culture alignment & accountability systems
- Leadership support during M&A or restructuring
Outcome: A stronger, more cohesive leadership team that can execute change.
Private Equity Readiness
Preparing companies for investment, recapitalization, or sale. We build the financial, operational, and systems infrastructure needed to withstand due diligence and maximize valuation.
Post-Acquisition Integration
Aligning finance, operations, systems, and culture after a transaction. We stabilize the business, unify teams, and build scalable infrastructure for the combined enterprise.
Strategic Exit Preparation
Creating the structure, clarity, and performance visibility required for a successful exit. We help founders and owners position the business for maximum value.
Fractional CFO / COO Leadership
Hands-on executive leadership without the full-time cost. We provide strategic direction, operational oversight, and financial rigor tailored to middle-market needs.
WHY COMPANIES CHOOSE US
- Enterprise-level expertise at a middle-market cost
- Deep diagnostic insight to identify critical issues quickly
- Hands-on execution — not just advisory
- Proven CFO/COO leadership across multiple industries
- Large-company best practices adapted for smaller organizations
- Emotionally intelligent leadership that builds trust and accountability
Ready to Transform Your Business?
Let’s build the financial, operational, and systems foundation your company needs to scale — and win.