Westgate Advisory
Founder
Westgate Advisors is a finance partner for founder-led companies navigating growth, complexity, or a transaction. We deliver executive level financial leadership through a flexible model: outsourced accounting, fractional CFO support, and M&A diligence.
- Founded Westgate Advisory to deliver fractional CFO, FP&A, and outsourced accounting services to mid-market companies, leveraging over 15 years of experience.
- Built a delivery model combining on-shore strategic leadership with entry-level execution talent, facilitating comprehensive finance support without the overhead of full-time hiring.
- Provided M&A advisory and transaction support, including financial due diligence and acquisition integration for businesses with annual cash flows ranging from $500K to $5M.
- Served diverse verticals like SaaS, CPG, ecommerce, and cannabis by implementing driver-based forecasting models and cash flow management solutions.