Sphere 01
CFO advisory services and Office of the CFO for operators who answer to capital
PE-backed operators and growth-stage owners don’t need more consultants. They need fiduciary financial leadership — embedded inside the business, accountable for outcomes, moving at the speed the capital structure demands.
Advisory · 6 services
01
Embedded CFO command — cash discipline, board-ready reporting, budgeting, forecasting, and investor and lender relations.
Office of the CFO services on a standing basis — the 13-week cash forecast, budgets, the monthly close, and board and lender packages.
02
Debt and equity structure, lender and investor positioning, covenant negotiation, and capital raises.
Growth capital advisory, refinancing and recapitalization — the model, the materials and the process through to close.
03
Quality of earnings, operational due diligence, and integration risk — surfaced before capital commits.
Financial due diligence for sponsors and operators, buy-side and sell-side, with location-level performance tested against the operating data.
04
Pro forma architecture, lease economics, and capital stack — from feasibility through opening.
Financial modeling for new locations and projects: pro forma, build-out and pre-opening budgets, and sources and uses through opening.
05
The value-creation plan: EBITDA improvement, add-on strategy, reporting infrastructure, and margin discipline.
Financial strategy consulting tied to the investment thesis — EBITDA levers quantified, owned and tracked quarter by quarter.
06
Normalized EBITDA, a diligence-proof narrative, and reporting that holds up at sale.
Sell-side preparation started well ahead of a process, so the numbers have a track record when buyers test them.
Who we serve
AnalysisLAB provides CFO advisory services and Office of the CFO services to restaurant, nightlife, hotel, gaming and retail operators nationwide. Our work spans restaurant financial advisory and hospitality financial advisory for growth-stage owners, business financial advisory for sponsors and lenders, and hospitality due diligence and financial modeling services for acquisitions and new development. For operators looking for restaurant consulting services grounded in the numbers, we start with cash, unit economics and the capital plan.
Restaurant CFO advisory and Office of the CFO for multi-unit and nightlife groups
Hotel and F&B financial advisory, development underwriting and due diligence
Casino financial advisory and gaming due diligence
Office of the CFO and capital advisory for apparel brands and retailers
Questions
Senior financial leadership applied where the business needs it: cash and forecasting, capital structure and raises, acquisitions and diligence, and the reporting boards and lenders rely on. AnalysisLAB delivers it as an Office of the CFO, embedded and accountable for outcomes.
Cash management, forecasting, budgeting, board and lender reporting, and capital strategy, run as an ongoing function with a defined cadence — sized to the business rather than a full-time hire.
Yes. We support sponsors and operators buy-side and sell-side across restaurants, nightlife, hotels, F&B, gaming and retail: quality of earnings, normalized EBITDA, location-level performance and integration risk.
AnalysisLAB is headquartered in Frisco, Texas, and works with clients nationally, remotely and on site.
Senior financial leadership applied where the business needs it: cash and forecasting, capital structure and raises, acquisitions and diligence, and the reporting boards and lenders rely on. AnalysisLAB delivers it as an Office of the CFO, embedded and accountable for outcomes.
Cash management, forecasting, budgeting, board and lender reporting, and capital strategy, run as an ongoing function with a defined cadence — sized to the business rather than a full-time hire.
Yes. We support sponsors and operators buy-side and sell-side across restaurants, nightlife, hotels, F&B, gaming and retail: quality of earnings, normalized EBITDA, location-level performance and integration risk.
AnalysisLAB is headquartered in Frisco, Texas, and works with clients nationally, remotely and on site.
Four spheres. One embedded partner.
Engagements
