Private · Six month minimum · By application
Private CFO strategy for founders who want more from the business they have already built.
Your business is successful. The revenue is there, the team is there, the clients are there. But bigger businesses come with bigger financial decisions.
And at this level, guessing gets expensive.
Those same questions get worked through in The Boardroom, and for most founders that is the right room. Four things are different here.
Why it exists
Honest fit
Who this is for
The Penthouse gives you someone who knows your numbers and helps you make the decisions that determine what happens next.
Commercial financial strategy that helps you keep more of what you make, make stronger decisions, and build a business that creates wealth for you rather than just revenue around you.
The Penthouse is not for founders who need help reading a P&L. It is for the founder who has already built something substantial and wants a financial partner helping them answer the bigger question: how do I make this business work harder for me?
What changes
If you have built a business capable of generating serious money, you should be feeling the benefit of that personally.
What you actually get
Structured around the decisions in front of you rather than a calendar, so the work lands where it actually matters.
Before anything begins I go through your file properly and produce a written picture of where the business actually is. That is the baseline everything else works from, and it stops the first two sessions being digging through old records.
Month one is the full framework applied to your business rather than taught in the abstract. Freedom Number, pricing, allocations, capacity. Done properly once, so the remaining five months are about decisions rather than foundations.
Every week. You tell me the decision, I go away and do the work on it, and you come back to a finished answer: the numbers, the options, what I would do and why. You are never handed a task list.
Decisions don't wait for the calendar. When something lands in the meantime, you get an answer rather than a diary invitation for a fortnight's time.
You bring the quote and I build the model. What it costs to run, what it has to bring in to be worth doing, how many months before it has paid for itself, and what it looks like if it takes twice as long as the salesman says. The same net present value modelling a bank or a board would want to see before backing it.
Worth saying plainly
The Penthouse is $30,000 for six months, and you get the part that changes the outcome rather than the headcount.
Worth being straight about
The Penthouse is not a coaching programme pulled out of thin air. It is built from the work I did as a CFO: interrogating the numbers, modelling decisions, challenging assumptions, working out what actually makes money, deciding where to invest, and helping the people in charge make commercial decisions with the financial consequences in front of them.
I have taken that level of financial thinking and brought it into the room with one founder.
Your business. Your numbers. Your decisions. A CFO sitting beside you while you make them.
The honest comparison
Most founders should start in The Boardroom. This is what actually separates them, so you can pick the right one rather than the expensive one.
| The Boardroom After Hours · $8,000 | The Penthouse · $30,000 |
|---|---|
| Group strategy | Private CFO partnership |
| Learn the financial strategy | Have a CFO applying it to your business |
| You bring the questions | I spot what needs attention before you ask |
| Frameworks and guidance | Bespoke commercial analysis |
| You implement | I build, model and do more of the financial work |
| “Show me how” | “Sit beside me” |
In The Boardroom I teach you to think commercially about your money. In The Penthouse I think commercially about your business with you.
The investment
Six months is the minimum. One to one, excluding GST. Includes the opening health check, the framework delivered on your numbers, weekly sessions and access between them. By application, because I only run a handful at a time.
Pay in full and save $4,500.
Before you ask
No. Keep your bookkeeper. If the file needs work before we can use it, we sort that first and quote it separately, so we aren't spending strategic sessions on digging through old records.
No. It's open to anyone who fits, and the framework is delivered inside it in month one rather than assumed.
Bookkeeping hands you a picture of what already happened. Here I do the work on what happens next: I build the models, run the numbers on the decision in front of you, and bring you the answer with my reasoning. You are not doing homework at this level. You are deciding.
Because I can only hold a handful of these at once and do them properly. It's a capacity limit, not a marketing device.
The standard
Six months from now
Fifteen minutes to work out whether this is the right room, and whether now is the right time.
I'll tell you if it isn't ↓