What's Your
Ultimate Aim?

Helping you get there.

We deploy actionable plans with institutional-grade financial leadership. Fractional CFO services for businesses with $5M–$75M in revenue.

OUR PROCESS

Fortune 500 expertise.
Entrepreneurial pragmatism.

Telos CFO is an Atlanta-based financial advisory firm specializing in fractional CFO services and financial restructuring.

We deploy experienced professionals who understand both the strategic vision and operational execution required to navigate growth, transition, or financial distress. Our team works directly with ownership, management, and lending partners to execute a disciplined plan with full transparency and accountability.

Immediate Impact

Experienced professionals adding value on day one, with no learning curve.

Crisis-Tested

Proven track record leading companies through loan defaults, liquidity crises, and turnarounds.

Flexible Engagement

Institutional expertise on a fractional or project basis, scaled to your needs.

Full Transparency

Clear deliverables, regular reporting, and honest assessments at every stage.

FRACTIONAL SERVICES
MAXIMUM RESULTS

Financial Strategy

  • Fractional and Interim CFO Leadership
  • Financial Planning & Analysis
  • Strategic FP&A, Budgeting & Forecasting
  • Bookkeeping & Accounting
  • Tax Compliance

Business Strategy

  • M&A Due Diligence
  • Buy-side and Sell-side Financial Analysis
  • Restructuring & Turnaround
  • Quality of Earnings
  • Exit Planning

Recognize the moment.
Act with clarity.

Growth & Transition

  • Prepare for Sale / Capital Raise
  • Cash needs for rapid growth
  • Management transition
  • Installing financial discipline

Operational Challenges

  • Unreliable financial statements
  • Declining profitability
  • Cost structure optimization
  • Working capital constraints

Financial Restructuring

  • Strategic alternatives needed
  • Covenant violations
  • Bank calling loan
  • Partnership disputes

Restructuring & turnaround,
phase by phase.

1
Assessment Weeks 1–4

Financial deep-dive, stakeholder interviews, baseline cash flow model, critical issues identification, strategic alternatives analysis.

2
Stabilization Weeks 5–8

Cash preservation measures, quick-win cost reductions, lender communication framework, initial operational changes.

3
Execution Weeks 9–16

Restructuring plan implementation, ongoing lender reporting, operational improvements, revenue initiatives.

4
Transition Weeks 17–24

Performance monitoring, knowledge transfer to management, transition to ongoing advisory or orderly conclusion.

Flexible structures.
Defined outcomes.

Fractional CFO / Interim CFO

Ongoing

Ongoing part-time CFO services on monthly retainer, typically 4–8 days per month.

Project-Based

Fixed Scope

Fixed-scope engagements for specific initiatives like financial cleanup or due diligence.

Experienced operators.
Trusted advisors.

GS

Greg Sloan, CFP®, CEPA®

Managing Partner

Over 30 years in wealth management and corporate finance. Former VP with Goldman Sachs. MBA from Robinson School of Business — Georgia State University.

SM

Saul Mateos

CFO and FP&A Expert

CFO-Operator with Fortune 1000 and startup transformation experience. Led Finance at SaaS company achieving 30% cost reduction and 100% revenue growth. MBA from Darden School of Business.

SF

Sarah Farol

VP of Accounting

Over 20 years of financial stewardship. Former CFO at BJM Group, managing consolidated audits for 15-20 entity group. Specializes in multi-entity accounting, M&A due diligence, and internal controls.

DW

Davy Wallach

Strategic Growth and Capital Markets

Over a decade in real estate, private equity, and strategic finance. Founded Sandlot Capital Group. Specializes in debt structuring, M&A, and portfolio management.

BC

Bill Collins

Tax Partner

Over 25 years in financial leadership with extensive multi-industry experience. Specialized expertise in tax strategy and account management. Accounting degree from Kennesaw State University.

Three steps to clarity.

Schedule A Call

A confidential conversation to understand your situation and immediate needs.

Take Our Assessment

A quick financial health check to identify your most critical priorities.

Ready to Engage

We propose a tailored scope, timeline, and fee structure — then deploy within two weeks.

Every engagement begins with a confidential consultation.

Start a Conversation