Established SMB & family-owned
Revenue $5M to $50M. You have a controller and a bookkeeper. You don't have a finance leader. We build the cash, banking, and reporting layer that lets the CEO sleep, and that a future buyer expects to find.
Est. MMXXVI · Private finance counsel
Veridion F · I · N · A · N · C · E
The CFO your stage of growth requires. Embedded inside your company, on the terms your business can actually afford.
About
A small private practice of finance operators.
We sit beside founders, CEOs, and sponsors as their interim CFO, their second set of eyes on a deal, or the bridge between the controller and the board.
The work is hands-on. The schedule is yours. The standard is institutional.
Who we serve
Three kinds of company hire us, and we pass on the rest.
PE-backed mid-market
You closed the deal. The 100-day plan needs an owner. We run the value creation finance work, tighten management reporting, and prepare the business to defend its number in front of the sponsor.
Pre-IPO & growth-stage
You're 12 to 24 months from an event. We harden the financial system, run readiness for audit and SOX, and stand in front of bankers and counsel while your team keeps selling.
Services
How we work, and at what cadence.
I.
Fractional CFO retainer
One to three days a week, embedded with your team. Cash, forecast, board pack, banking, and the calls you'd rather have a CFO take. We attend the meetings that matter and we write the documents that follow.
II.
Project advisory
Defined scope. Fixed fee. Financial model rebuild, capital raise prep, M&A diligence support, cost takeout, or systems selection. We write the brief with you, set the dates, and deliver against them.
III.
Transaction support
Sell-side, buy-side, or refinancing. We sit on your side of the table from data room through close. You retain the legal and banking relationships. We make sure the numbers hold up under questioning.
Selected cases
Engagements that shaped how we work.
Engagement summary forthcoming.
Detail available during the introductory consultation, under mutual NDA. We publish only what the company asks us to publish.
Engagement summary forthcoming.
Detail available during the introductory consultation, under mutual NDA. Sector and scope listed here; outcomes shared in person.
Engagement summary forthcoming.
Detail available during the introductory consultation, under mutual NDA. Audit readiness, investor reporting, and the supporting infrastructure.
Principal
The person who sits at the table with you.
Anthony DiBattista
Managing Principal
Veridion's founding principal. Available for engagements by appointment. Full biography and credentials shared during the introductory consultation.
View LinkedIn profile →Common questions
The answers our buyers ask for before the first call.
How is this different from a bookkeeper or controller?+
A controller closes the books. A CFO decides what the books should say next
quarter, what the company should fund, and what to take to the board. We're the second.
What does a typical engagement cost?+
Fractional retainers and project fees are scoped after a 30-minute call.
You receive a written proposal with a fixed monthly or project fee, and you decide. No
hourly billing. No surprises.
Do you work remotely or on-site?+
Both. Most weeks are remote with regular on-site time for board meetings,
quarterly reviews, and the moments that need a room. Travel is included in the retainer.
How fast can you start?+
Most engagements begin within 2 to 4 weeks of a signed agreement. Urgent
transactions can compress that. We won't start work without an NDA and a written scope.
Do you sign NDAs?+
Yes. Mutual NDA is the first document we send. We'll happily sign yours
if your counsel prefers.
What industries do you work in?+
We're sector-agnostic with deeper experience in B2B services, light
manufacturing, software, and consumer products. We pass on engagements where we wouldn't
add value.
Begin a conversation
Tell us what you're working on.
A short note is enough to start. We reply within one business day. If there's a fit, we propose a 30-minute introductory call at no charge.
By appointmentEngagements begin with a signed NDA and a written scope. We reply within one business day.