Remodelers, specialty subs — and well beyond the trades.
The LeeFO system works wherever an owner needs clarity, cadence, and accountability around the numbers. If your industry isn't on our menu, that's a conversation — not a no.
You finance everyone else's project. Nobody finances yours.
Residential remodelers and specialty subcontractors carry the toughest cash mechanics in construction — and usually with the least financial support.
Draws lag the work
Labor and material go in weeks before the draw comes out — and one slow-paying project can starve three healthy ones. Growth multiplies the gap.
Change orders leak
"While you're here…" is where remodel margin goes to die. Undocumented, unpriced, unbilled — small favors that add up to real money every single month.
Pay-when-paid & retainage
Subs get paid when the GC gets paid — and 5–10% of every job sits in retainage for months. Your margin is real; your cash is hostage.
Estimate vs. actual, unknown
The bid assumed hours, materials, and a schedule. Reality had other plans — and if nobody closes the loop job by job, the same estimating mistake gets repeated all year.
A right hand for the numbers — so you can run the business.
Your time is the scarcest resource in the company
You're carrying people, culture, customers, sales, and field execution. Nobody handed you a spare ten hours a week to research financial best practices — and there's almost too much conflicting information out there to sort what actually matters. That's the job we take off your plate: we learn your business, bring clarity to the numbers, and calibrate the 4–6 Success Signals that point your operating team at the financial goals.
Cash gets watched at both ends
Payment lags the work — customers, GCs, insurance carriers, and property owners all pay on their schedule, not yours. We keep a cadence on both ends of the business: signed work and sales activity on one side, billing, collections, and cash conversion on the other — so a strong sales month never hides a collections problem.
Give us a call anyway. We're versed in many industries.
The trades are our focus — but the system is industry-agnostic, and our founder's career ran through dozens of industries as an investor, lender, and operating CFO. A few named successes:
Healthcare — Restore POC
TurnaroundThe situation
Our founder was named CFO of Restore POC, a healthcare company, to lead its turnaround — a business with solid operations losing money through process breaks, supplier costs, and under-priced reimbursements.
What we did
- Increased quarterly operating income 87% within two quarters
- Cut cost of sales by 200 basis points by implementing new processes
- Negotiated a 10% cost savings — over six figures per year — with the largest supplier
- Cut monthly write-offs 48% by instituting weekly review meetings to find and fix process breaks
- Renegotiated customer agreements to increase reimbursement fee schedules
Acquisition expansion — without dilution
Secured non-dilutive alternative financing to fund an acquisition-driven expansion. The owners grew by buying — and kept every point of their equity.
Organic expansion — without dilution
Secured non-dilutive alternative financing for organic expansion. New locations funded on the strength of the numbers, not by selling ownership.
Every industry keeps score the same way.
Assess the books and the pipeline. Build a budget from the ground up. Forecast cash 13 weeks out. Score the 4–6 Success Signals your team owns. Act, every month. Our founder ran that discipline across dozens of industries as a private equity investor and mezzanine lender, then proved it in two operating CFO seats — healthcare and the trades. The numbers change by industry. The discipline that fixes them doesn't.
If we're not the right fit, we'll say so — and point you somewhere useful.
Fair questions, straight answers.
You focus on the trades — why would you take on my industry?
Because the system is industry-agnostic: assess the books and pipeline, build a ground-up budget, run the monthly rhythm, score 4–6 KPIs your team owns, act. Our founder spent nine years in private equity and mezzanine lending across dozens of industries, then ran CFO turnarounds in healthcare and the trades. The numbers change; the discipline doesn't.
How is a fractional CFO different from my bookkeeper or my CPA?
Your bookkeeper records what happened. Your tax CPA reports it to the IRS. Neither one forecasts your cash 13 weeks out, builds your budget from the ground up, scores your KPIs monthly with your team, or hands you an action plan with owners and deadlines. That forward-looking layer is the fractional CFO's job — and you keep both of them.
What does a fractional CFO cost?
RANGE TBD — Leo to supply One flat monthly fee with a fixed scope — no hourly billing, no surprise invoices. Most engagements run between [$X,XXX] and [$XX,XXX] per month depending on complexity, locations, and scope — a fraction of the $350K+ a full-time CFO costs. We'll scope yours on a free call.
Can you help us raise money without giving up ownership?
That's a specialty. Our founder has worked every layer of the capital structure from both sides of the table — and has secured non-dilutive alternative financing for clients in apparel printing and coworking, funding acquisition and organic expansion without selling equity. The right capital at the right time, structured so you keep your company.
Our business needs a turnaround, not just reporting. Is that you?
Yes — it's where the system was battle-tested. As CFO of Restore POC, a healthcare company, our founder increased quarterly operating income 87% within two quarters: new processes, renegotiated supplier and customer agreements, and weekly review cadences that cut write-offs nearly in half. Turnarounds are cadence and accountability at higher intensity — exactly what the system delivers.
Not sure if we fit? That's what the call is for.
Thirty minutes, straight talk, no pitch. We'll tell you honestly if we can help — and if we can't, we'll point you to someone who can.
Book a Free Consultation