Finance leadership for companies at an inflection point.
CrestPoint is a finance and technology advisory firm serving owners, boards, and lenders in the lower middle market.
Three practices, one standard.
Senior operators who have sat in the seat, walked the floor, carried the lender relationship, and closed the books.
Fractional CFO & Advisory
A senior finance leader inside your business: board-grade monthly close, 13-week cash forecasting, lender reporting, and the KPIs that actually run the company.
Restructuring & Turnaround
Workout support for borrowers and the lenders behind them: factoring cleanup, creditor negotiations, and reporting both sides can trust.
AI & Automation
We automate painful back-office and operational work: close cycles cut from weeks to five days, without adding headcount.
Built lean on purpose.
CrestPoint runs a deliberately small senior bench extended by the automation systems we build for ourselves and our clients. You get partner-level attention with the throughput of a much larger firm.
Know the business first
We model what drives the business down to the KPI level, then walk the floor to hear the issues from the people closest to the work.
Principal-led
Every engagement is led by a senior principal. The person you meet is the person who does the work.
AI-augmented delivery
Our systems handle the mechanical work, so senior attention goes where judgment is required.
A specialist bench
Tax, legal, and industry specialists join engagements as the situation demands.
The record behind the firm.
11
Years at Alvarez & Marsal.
$120M to $2B
Eight-company rollup integration, led end to end.
5
Days to a board-grade monthly close in our latest automation build.
CRO
Appointed Chief Restructuring Officer in energy, manufacturing, and healthcare.
We build software, not just decks.
Portfolio products the firm designs, operates, and uses in client work.
Probity
Acquisition diligence
A deal platform that turns financial diligence from a binder of spreadsheets into a structured, reviewable process.
Creator App Studio
Companion apps
Purpose-built companion apps designed and shipped for media creators and their audiences.
Insights
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What credit officers actually check in a 13-week cash flow, the mistakes that get forecasts sent back, and how to run the weekly reporting…
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What automation genuinely removes from a monthly close, what judgment it still cannot replace, and how a finance team can start small without the…
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What a loan moving to workout actually means, what changes for the borrower day to day, and how credibility with the lender gets rebuilt…
Discuss your situation in confidence.
A 30-minute conversation with our principal, no preparation required. If we are not the right fit, we will say so and point you to someone who is.