Our Service
Strategic Advisory That Drives Confident Decisions
Beyond the books, forward-looking financial insight that gives you clarity, direction, and momentum.
What We Do
Strategic advisory from Scaling North goes beyond compliance and reporting. We help you understand what your numbers mean, where your business is headed, and how to get there. Dan invests in AI to automate forecasting and deliver sharper, faster financial visibility, so you're always looking ahead, not just catching up.
AI-Assisted Cash Flow Forecasting
Automated, always-current visibility into your cash position and the road ahead, sharper and faster than any spreadsheet.
Custom Reporting – Investor & Stakeholder Ready
Reports built for your audience, clean, clear, and credible.
Financial Analysis – Growth-Oriented Insights & Visibility
Dig into the numbers to find what's driving performance and what's holding it back.
M&A Support – Purchase Accounting & Net Working Capital True-Ups
Expert support through acquisitions, divestitures, and ownership transitions.
What We Do Differently
Advisory Built Around Your Goals
Most advisory is reactive, responding after problems surface. At Scaling North, we build proactive systems, including AI-assisted cash flow models, that keep you ahead of the curve. Dan automates the forecasting so you always have an accurate, forward-looking view of your business, not just a snapshot of the past.
Who This Is For
Built for Leaders Navigating Growth
If you're scaling, acquiring, transitioning ownership, or just trying to see farther ahead, strategic advisory from Scaling North gives you the visibility to move with confidence.
Our Approach
We start by learning your business, your goals, your pain points, and the decisions you need to make. Then we build the right reporting and analysis framework to give you the visibility you need, delivered in a format you can actually use. No jargon. No overly complex models. Just clear insight, presented clearly.
“With Scaling North as your strategic partner, you gain the visibility to see what's coming, the story behind your numbers, and the confidence to make your next move.”
Strategic Advisory: Common Questions
What is strategic financial advisory?
+
Strategic financial advisory helps business owners understand what their numbers mean and what to do next. At Scaling North, that includes AI-assisted cash flow forecasting, custom reporting for investors and stakeholders, growth-oriented financial analysis, and M&A support: forward-looking insight, not just a review of what already happened.
What is a fractional CFO and does Scaling North offer those services?
+
A fractional CFO is a senior financial executive who works with your business part-time or on a project basis, delivering CFO-level thinking without the full-time cost. Dan Gerhart brings seven years of controller and CFO experience to every engagement, including strategic planning, investor reporting, and navigating major transactions, scaled to fit your stage and budget.
How does AI improve cash flow forecasting?
+
AI-assisted cash flow forecasting automates the collection and modeling of your financial data, so you always have a current, forward-looking view of your cash position, not a static spreadsheet updated once a quarter. Dan uses AI to run forecasts faster and more accurately, giving you the visibility to plan confidently and avoid surprises.
What is M&A advisory and when do I need it?
+
M&A advisory supports you through buying or selling a business. Scaling North specifically provides purchase accounting (properly recording an acquisition on your books), net working capital true-ups (adjusting deal consideration based on actual vs. target working capital at closing), and financial due diligence support. Dan brings 3.5 years of dedicated transaction advisory experience to these engagements.
Ready to Get Started?
Schedule a free consultation to explore how strategic advisory can support your next move.