Monroe Strategic Advisory partners with owners of founder-led and family-owned businesses to increase the value of their business and their time — with the decision discipline of a large-company CFO at a fraction of the cost. We specialize in energy, manufacturing, construction, logistics, and industrial and professional services.
We work with owners on three fronts: increasing profitability, optimizing cash flow, and improving decision-making with a rigorous economic framework. Together, they compound into a business that grows in value, giving you the flexibility to grow, transition, or sell as time passes.
Find where pricing, mix, or overhead is leaking margin, and fix it.
Unlock cash already sitting in your business without sacrificing profit.
A rigorous economic framework for strategic decisions: investments, hires, expansion, financing.
The result: a business worth more, with the flexibility to grow, transition, or sell on your terms.
From an ongoing partnership to a single deep dive, every engagement is scoped to the decision in front of you, not a template. And the work is strategic, not administrative: we leverage the accounting, tax, legal, and HR expertise already in your business, and bring in additional expertise where there are gaps.
Ongoing executive-level guidance, typically 8–15 hours a month: cash flow forecasting, rigorous capital allocation, KPI dashboards, growth strategy, and succession or owner-wealth planning. The discipline of a large-company CFO, without the full-time cost. Clients can expect measurable gains in profitability and decision quality within the first 90 days.
Targeted support for M&A preparation, exit or succession planning, and capital raises. Twenty-five years of corporate development experience brought to bear on a single, high-stakes outcome: maximize value, reduce risk, and deliver results that stand up to buyer, lender, and board scrutiny.
Intensive, focused work on a specific decision: pricing strategy overhauls, financial forecasting models, capital allocation reviews, or margin improvement. Fast, actionable insights grounded in frameworks proven at scale.
Not sure which fits? Start with a conversation. It may be the most valuable 30 minutes you spend on your business this year.
Schedule a Free Discovery Call ↗No canned program. The work begins with your most pressing priorities and expands over time based on what your business needs.
A free 30-minute conversation about your business, your priorities, and whether we're the right fit. No pitch, no obligation.
A focused review of your financials, cash flow, and key drivers, surfacing the two or three levers that matter most right now.
A prioritized, practical plan: what to do, in what order, and what results to expect, in plain language rather than consultant-speak.
Monthly executive-level partnership to execute the plan, track the numbers, and adjust as your business evolves.
A representative sample of the work, drawn from 25 years inside one of the most disciplined capital allocators in the country.
A clear framework for deciding where the next dollar goes, and where it doesn't.
Better visibility, sharper forecasting, and stronger working capital efficiency.
Organic growth planning, pricing strategy, and margin improvement that actually compounds.
Buy-side and sell-side support, from target screening through post-close integration.
Critical for family-owned businesses, including family wealth transfer and legacy planning.
Evaluating major software, ERP, or systems investments for real return and strategic fit.
Owner-focused metrics and monthly review cadences that drive the right behaviors.
Bank debt, SBA, private capital, and the right structure for the stage you're in.
Greg Monroe spent 25 years in corporate development at Koch Industries, one of the largest and most successful privately held companies in the world. The work spanned strategy, M&A, capital allocation, and the kind of decision discipline that compounds value across decades and economic cycles.
He started Monroe Strategic Advisory because that discipline often does not reach the businesses that need it most. Owners of founder-led and family businesses are making the biggest financial decisions of their lives: expansion, acquisition, succession, or sale. They need the right expertise in their corner. A fractional CFO can be a great fit when a full-time CFO does not make sense.
Clients work with Greg directly, not a team of junior associates, and get the same frameworks used inside a world-class capital allocator: clear strategy, ruthless prioritization, and capital deployed where it will earn the highest return.
The best decisions in business aren't louder or faster. They're better framed, better informed, and better aligned with where capital genuinely belongs.
Profits matter but cash is king. Profitable companies are routinely cash-strapped because cash gets tied up in investments with long paybacks. Cash can also get held up in unoptimized working capital when businesses have stretched receivables and growing or unproductive inventory. The fix is a cash forecasting discipline that surfaces these gaps so you can release trapped cash while investing for quicker paybacks. This is a common problem that we can tackle in the first 90 days.
The trigger is usually complexity, not size: a major growth push, an acquisition or sale on the horizon, a financing round, or the feeling that you're making big decisions on gut instinct alone. Most businesses under $50M in revenue don't need, and can't justify, a full-time CFO. A fractional arrangement delivers the executive-level thinking for 8–15 hours a month.
We build on the capabilities you already have in place, like accounting and tax; we don't replace them. Our focus is strategic decision-making: helping you maximize the value of your business at whatever stage you're in. And if the basics need shoring up first, like invoicing, financial reporting, or tax planning, we won't just hand you a referral. We'll help you find the right resources, integrate them into your business, and make sure you get full value from them.
Owners get stretched in all different directions, so having three to five key business drivers that they can continually focus on is important to make sure the business is strategically moving forward. Examples of KPIs could be gross margin by product or customer, cash conversion cycle, pipeline coverage, or a leading operational indicator unique to your model. Part of every engagement is building a one-page dashboard you'll actually use and review every day.
It depends on how fast cash cycles through your business: how quickly customers pay, how much inventory you hold, and how fast you must pay suppliers. A straightforward analysis of your cash conversion cycle will reveal how to shrink it. That analysis is part of our financial assessment.
Every engagement starts with a free 30-minute discovery call, followed by a financial assessment and a prioritized strategic roadmap. From there, most clients continue with a monthly fractional CFO partnership, but some engagements are a single project or deep dive. See How We Work for the full process.
The first step is a no-obligation conversation about your business, your priorities, and whether we're the right partner for the work in front of you.
If we are, we'll scope it. If we aren't, we'll tell you so and point you toward someone better suited.
Not ready to talk? Download our free Business Health Checklist to see where your business stands. And when you are ready, it's the perfect starting point for a discussion.
Greg Monroe, Principal
