Home / Client Engagements
Hospitality, home services, construction, and outdoor living — monthly-retainer fractional CFO and financing work for operators across Florida. Shown here with each client’s written permission.
CFO-led refinancing advisory for the Cambria Orlando Universal Blvd: we structured and placed a non-recourse loan that released the principals’ personal guarantees and freed up cash flow to fund the next phase of growth.
“Matthew was integral to our success.”
— Shakeel Syed, CEO
We provide monthly retainer / fractional CFO services across the portfolio of businesses led by CEO Shakeel Syed — shown with permission.
Hospitality
Upscale hotel near Universal Orlando. Fractional CFO services and the non-recourse refinancing featured above.
cambrianearuniversalorlando.com →
Home services
Home services and construction group. Ongoing fractional CFO engagement: liquidity planning, refinancing advisory, and investor-ready reporting.
homesource247.com →
Pools & outdoor living
Pool construction and outdoor living. Monthly retainer fractional CFO services across the group.
instylepoolsandspa.com →
Construction
Commercial and residential construction. Monthly retainer fractional CFO services, project finance, and lender reporting.
thesupremebuilder.com →
Windows, doors & roofing
Impact windows, doors, and roofing — part of the Home Source group. Monthly retainer fractional CFO services across the affiliated companies.
Client names, marks, and photographs are used with each client’s written permission. Engagement outcomes described are specific to those engagements; results vary with facts and markets, and no outcome is guaranteed.
More precisely: your loan could close, your books could be clean, and your guarantees could be gone. The page is optional.
