Fractional CFO · COO · Accounting · M&A Advisory
ArcCap Advisors delivers senior-level financial and operational leadership to growing businesses — without the overhead of a full-time executive hire.
What We Offer
From monthly financial oversight to complex M&A due diligence, ArcCap Advisors provides the expertise your business needs at every stage of growth.
Senior finance and operations leadership, fractionally. Budgeting, forecasting, cash flow, margin strategy, and more.
Bookkeeping, payroll, reconciliations, and proactive tax strategy — including audit defense and compliance review.
Buyer and seller due diligence, financial reconstruction, valuation support, and post-acquisition integration guidance.
Who We Are
ArcCap Advisors is a boutique advisory firm delivering fractional CFO, COO, and accounting services to growing businesses — with the depth of a large firm and the agility of a dedicated partner.
Our Story
ArcCap Advisors was founded on a simple belief: every business deserves access to senior financial and operational expertise — not just the ones large enough to afford a full-time executive team.
We embed alongside your team to provide the kind of strategic guidance that was once reserved for large enterprises. Our approach goes beyond the numbers. We identify inefficiencies, build scalable processes, align your financial strategy with your growth goals, and give you the clarity to make confident decisions — month after month.
From cash flow optimization and tax strategy to M&A due diligence and operational restructuring, we cover the full spectrum of your financial and operating needs.
The result? You save six figures versus a full-time hire, gain a trusted partner in your corner, and build a business that runs with real financial discipline.
M&A Experience
Our team has been directly involved in major global acquisitions, giving us a depth of M&A expertise that few fractional advisory firms can match. We've managed post-acquisition tax and accounting integration, facilitated step-ups in basis for fixed and intangible assets, and navigated complex cross-border structures.
This experience translates directly to value for our clients — whether you're buying a business and need financial clarity before you close, or selling and want to present your business in the strongest possible light.
What We Do
Tailored engagements built around your business needs — from full fractional leadership to targeted advisory.
Senior finance leadership on a fractional basis — providing the strategic insight and financial rigor your business needs to grow profitably.
Operational leadership that streamlines your business engine — aligning people, process, and profit strategy for maximum efficiency.
Accurate, timely bookkeeping and accounting oversight — so your financials are always in order and your team stays focused on what matters.
Proactive tax planning and audit defense — minimizing your liability, maximizing savings, and keeping you compliant across all jurisdictions.
Turn cash flow from a reactive concern into a strategic advantage — with scoreboard reporting, vendor optimization, and data-driven decision tools.
Expert financial due diligence for buyers and sellers — giving both sides the clarity and confidence needed to structure, negotiate, and close deals efficiently.
Client Value
A sample of the measurable impact ArcCap Advisors has delivered for clients across industries.
| Service Area | Client Benefit | Success Story |
|---|---|---|
| Tax Strategy | Avoid penalties, lower tax liability | Reduced NY audit liability by $1.2M; uncovered $4M federal return error |
| Forecast & Budgeting | Improved cash flow & decision-making | Developed annual budgets by expense category to align cash flow with strategic goals |
| Cash Flow Reporting | Data-driven profitability decisions | Monthly scoreboard reports showing cash in/out and net surplus/burn each month |
| Vendor Management | Identify cost leaks & better terms | Identified lease clause saving $70K/year; negotiated vendor terms saving $20K |
| Margin Improvement | Stronger bottom-line results | Grew service revenue from $185K to $1.5M annually; tiered pricing raised sell prices 30% |
| Process Improvements | Accuracy, speed, lower overhead | ERP implementation reduced processing time 90%, eliminating an $80K/year hire |
| Due Diligence | Clarity & confidence before closing | Financial reconstruction, tax exposure quantification, and enterprise valuation for buyer clients |
Mergers & Acquisitions
ArcCap Advisors provides comprehensive financial due diligence for buyers and sellers — bridging the gap between a business listing and a confident close. We give both sides the financial clarity needed to structure deals, negotiate with confidence, and mitigate risk.
Our Approach
Whether you're acquiring a business or preparing yours for sale, ArcCap provides expert financial advisory to support every stage of the transaction.
We help buyers understand exactly what they're purchasing — reconstructing financials, identifying hidden liabilities, quantifying tax exposure, and providing independent valuation support so you can negotiate from a position of strength.
We help sellers present their business with credibility and financial clarity — organizing records, addressing compliance gaps, and ensuring your financials support the asking price.
Our Track Record
Our team has been directly involved in major global acquisitions — managing post-acquisition tax and accounting integration, facilitating step-ups in basis for fixed and intangible assets, and navigating complex cross-border IP transfers, entity formations, and restructuring strategies.
We identify and quantify tax risk and exposure across all jurisdictions — including corporate, sales & use, payroll, and indirect taxes — providing buyers and sellers with the clarity needed to structure indemnification clauses and negotiate with confidence.
Our Process
We learn about the target business, transaction timeline, and your specific areas of concern to define the scope of our engagement.
We rebuild financials from primary sources — bank statements, card records, tax filings, and owner-provided data — to establish a true picture of business performance.
We identify tax exposure, compliance gaps, revenue sustainability concerns, and any other risks that could affect deal structure or valuation.
We deliver a clear, actionable due diligence report with findings, enterprise value estimates, and specific recommendations to protect your interests at the closing table.
Get Started
Reach out to discuss your transaction and how ArcCap Advisors can support your due diligence process.
Contact UsTestimonials & Case Studies
Real feedback from the business owners and organizations we've had the privilege of working alongside.
Client Testimonials
I wanted to thank you both for all your help and for bringing this company to the next level. Your services were very much needed, and you have left us in a much better place! My wish for you both fine men is a bright future for you and your families. It was great working with you, I wish I had more time with you, but the time I had was always positive and informative.
So proud of the team, and the changes they have implemented with your help! I will absolutely share your information if the opportunity comes up!
Case Study
An illustrative sample of ArcCap Advisors' due diligence work product. All parties and financials have been anonymized to protect client confidentiality.
The Company (referred to herein as "Project Cedar") is an established tree cutting and landscaping business operating in New York State. The business has been in operation for multiple years with steady market presence and demonstrated customer demand.
ArcCap conducted a comprehensive reconstruction of the company's financials from bank and credit card statements for the 2025–2026 period, supplemented by cash revenue components provided by the original owner. This hybrid approach captures both formal banking channels and off-book cash sales, providing a complete picture of actual business economics.
Revenue showed volatility over six years, with 2025 revenue of $280,000 representing a 37% decline from 2024. The business derives material cash revenue from off-book sales ($82,000 in 2025).
| Year | Total Revenue |
|---|---|
| 2020 | $485,000 |
| 2021 | $560,000 |
| 2022 | $410,000 |
| 2023 | $375,000 |
| 2024 | $445,000 |
| 2025 | $280,000 |
| 2026 YTD | $135,000 |
Operating income for 2025 was $67,000, with net income of $66,500 after corporate taxes. Direct job costs of $96,000, labor of $84,000, and operating expenses of $33,000.
The Company presents a solid acquisition opportunity with established operations and no outstanding legal or major compliance issues. Key items for buyer consideration:
This is a sample of ArcCap Advisors' due diligence work product for illustrative purposes only. No real business, transaction, or party can be identified from this document.
Get in Touch
Whether you're looking to optimize cash flow, reduce your tax burden, or navigate an acquisition — we'd love to learn more about your business and explore how ArcCap Advisors can help.