2026  | Take charge of your  Business Finances

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CorpDoc Advisory

For founders and owners who wear all the hats but need a partner to make sense of the finances.

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Who This Is For

We don’t just identify problems — we deliver measurable improvements in profitability, efficiency, and scalability.

Our team of "Corporate Doctors" combine surgical analysis with execution-focused solutions.  

âť‹ Cash Flow Clarity

Founders who are great at product or sales but feel in the dark on cash flow and profitability.

âť‹ Protect Focus

Business owners spending too much time on bookkeeping puzzles instead of strategy.

âť‹ Expert Facilitation

CEOs of growing companies where the finance function hasn't kept pace with operational complexity.

âť‹ Supported Decision-Making

Leaders who receive financial reports but lack the clarity to make confident, proactive decisions.

What We Will Do

01
Identify Your Biggest Blind Spots

Is it cash flow forecasting, unclear unit economics, or inefficient cost structures?

02
Translate Problems into Plain English

Move from confusing spreadsheets to a clear understanding of your key financial lever.

03
Outline a Practical First Step

Receive a straightforward perspective on the most efficient way to gain control, whether through a targeted project, interim leadership, or system overhaul.

What You'll Get

Clarity

A clear, jargon-free assessment of your most pressing financial challenge.

A Path Forward

A concrete next step tailored to your business stage and resources.

Peace of Mind

The confidence that comes from having a seasoned expert on your side.

CorpDoc Advisory Services

The Strategic Finance Blueprint

A proven framework to diagnose, optimize, and scale your business value.

Operational Rescue & Profitability Review
Stabilize your foundation. Rapid diagnostics and execution to restore financial health.

Revenue Acceleration Playbook
Fuel disciplined growth. Data-driven strategies to systematically increase top-line performance.

Scale & Growth Strategy
Architect your expansion. Planning and execution for new markets, models, and strategic moves.

AI-Powered Financial Infrastructure
Implement systems and automation for intelligence, efficiency, and control.

Team Track Record

100% EBITDA boost through cost restructuring 

Financial systems scaled for pre-IPO/post-acquisition companies 

80%+ of manual reporting automated for organizations 

$15M+ in operating cost recovered 

  • "We needed more than due diligence; we needed a partner to understand if the business we were buying was the right one. CorpDoc helped us navigate the entire process—from initial contact through complex negotiations. They were a super solution for us as owners in a difficult transaction."

    CorpDoc Advisory Client

  • As a high-growth AI company, navigating our foundational setup was critical. Darren guided us through the entire journey with a sharp focus on protecting our core IP and building robust financial models. They provided us with a completely different strategic perspective and the vision to scale with confidence."

    Founder - AI ML Platform

  • "The advice from CorpDoc was invaluable, delivering significant cost savings from the start. My advisor is now an integral part of my leadership team, serving as a strategic COO/CFO advisor to take our company to the next level."

    Founder/ Owner 

How It Works

  • 20-Min Complimentary Strategy Sessions Available for a Limited Time

  • We listen to your needs to understand your challenges. Next, identify the key financial or operational constraint hindering growth or efficiency.

  • We help to outline a pathway forward. You receive a high-level perspective on a tailored methodology to achieve your goals.

Connect with our team to schedule your free consultation 20-Minute confidential briefing.

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