Not theory. Not textbook accounting. Practical frameworks, checklists and hard-won thinking for finance leaders — whether you're stepping into the CFO seat, navigating PE, or building a fractional practice.
Each playbook is written from direct experience — not summarised from someone else's thinking. Pick the one that fits where you are right now, or get all three.
The complete guide to the CFO role — from your first 30 days to exit preparation. Every topic a finance leader will face, covered in depth across 23 sections and 120 pages.
The finance leader's guide to working inside a PE-backed business — from the moment the deal closes to the moment the business exits. Investor dynamics, financial due diligence and value creation, without the jargon.
How to build, price and deliver a fractional CFO practice that clients value and return to. The commercial and operational guide for senior finance leaders who want to work independently — and do it well.
The CFO Playbook was written because when I stepped into my first senior finance role, nobody handed me a guide. I worked it out through difficult board meetings, PE investors who asked questions I was not prepared for, and business crises that required a level of clarity I had to develop on the job.
Every section is written from direct experience. If it is in this playbook, I have encountered it, worked through it and formed a view on how to handle it well. Not a summary of someone else's thinking. The real thing.
Each of the 23 sections follows the same structure: why it matters, how to do it, how to check, and what best practice actually looks like. Practical frameworks, real checklists, honest commentary.
"The best playbooks are the ones that become well-worn."
Every topic a finance leader will face, covered in depth. From your first week to exit preparation.
Plus the complete 30-60-90 day CFO plan with phase-by-phase checklists.
Starting a new role and want to move fast, build credibility quickly and establish the right foundations in the first 90 days. The 30-60-90 day plan alone is worth the price.
Already in the role and want a comprehensive reference that covers the full breadth of the CFO mandate — from investor relations to AI adoption to multi-entity consolidation.
Working across multiple clients and businesses. A consistent framework to apply across every engagement, from first-week diagnostics to exit preparation.
Ambitious finance managers who want to understand what the CFO role actually involves and build the skills, perspective and commercial instinct to get there faster.
Each playbook is a standalone PDF download. Buy the one that's right for where you are now.
The complete guide to the CFO role — 23 sections, 120 pages. From your first 30 days to exit preparation.
The finance leader's guide to working inside a PE-backed business — from deal close to exit.
How to build, price and deliver a fractional CFO practice that clients value and return to.
If reading this has raised questions about your own business, the conversation is worth having.
I work as part of your leadership team — attending board meetings, managing investor relationships and driving the commercial agenda. Series A through to exit.
For boards and business owners who need a senior finance voice — challenging assumptions, stress-testing plans and providing the confidence that comes from real CFO experience.
Independent governance, financial oversight and strategic challenge. Particularly suited to businesses approaching institutional investment or preparing for acquisition.
No obligation and no pitch — just a direct, honest discussion about whether and how EC Solution can help your business.
Book a free discovery call →Practical finance leadership, written from experience. Pick the one that fits where you are right now.