Senior Advice When the Decision Really Matters.
Capital raising, M&A support, IPO readiness, fractional CFO services, and incentive compensation — for founders, PE-backed companies, and family enterprises navigating high-stakes transitions.
Senior bench. No conflicts. Aligned with you. Verum advises owners and management teams through the decisions that define the next chapter of the business.
Three connected service lines.
Transaction & Strategic
- Capital raising strategy and investor materials
- M&A advisory and deal structuring
- Due diligence support (buy-side and sell-side)
- IPO readiness assessment
- Buy-sell agreement support
- Investment committee support and materials
- Valuation policy development
- Corporate structuring and jurisdiction advisory
- SPV strategy and formation support
Fractional CFO
- Outsourced CFO services
- Management reporting and dashboards
- Audit coordination and liaison
- GAAP / IFRS-compliant financial statement oversight
- Board and investor reporting
- Process documentation and internal controls
Incentive Compensation
- Long-term incentive program design and administration
- Stock-based compensation pricing (409A equivalent)
- Equity plan structuring and support
Advisory without the conflicts.
No Products to Sell
We don't manage money, place insurance, or sell financial products. That means our advice is never shaped by what earns us a commission. When we recommend a capital structure, a deal term, or a jurisdiction, it's because it's right for you — not because it generates revenue for us.
Valuation Expertise Built In
Most advisory firms subcontract the valuation work. At Verum, the same team that structures your deal also builds the valuation model. That means the advisory recommendation and the defensible number are fully aligned — no translation layer, no conflicting assumptions, no surprise gaps at the negotiating table.
Flexible Engagement Models
Some clients need a three-month sprint to close a deal. Others need a fractional CFO on retainer for a year. We scope every engagement to the actual need — project-based, retainer, or hybrid — and adjust as the situation evolves.
Built for owners and operators at inflection points.
Founders
Preparing for a sale, recapitalization, or capital raise — and needing a senior partner who can structure the deal and stand behind the number at the table.
PE-Backed Companies
Navigating add-on acquisitions, portfolio optimization, or exit readiness — with a partner who owns both the valuation and the deal structuring from start to close.
Family Enterprises
Managing succession, restructuring, or a generational transition — with independent advice that puts the family's long-term interests ahead of any single transaction.
Companies Without a CFO
Needing CFO-level financial oversight, board-ready reporting, and equity compensation pricing — without the cost or commitment of a full-time hire.
Cross-Border Families
Families with assets, entities, or operations across multiple jurisdictions who need strategic guidance on corporate structure, jurisdiction selection, and SPV strategy — without building a full in-house legal and tax team.
Scoped to the decision in front of you.
- 01
Situation assessment
We align on objectives, constraints, and the decision you're working toward.
- 02
Workstream definition
We define workstreams, timeline, and the team you'll work with.
- 03
Execution
Regular check-ins, transparent updates, and senior-level engagement throughout.
- 04
Deliverable or close
A clean handover, signed transaction, or implemented framework.
What advisory clients typically receive.
Transaction & Strategic Engagements
Depending on scope: investor memorandum, financial model, deal book, due diligence summary, valuation opinion, or structuring memo. Every deliverable is board-ready and designed for the specific audience — counterparties, investors, or regulators.
Fractional CFO Engagements
Monthly or quarterly management reporting package, audit coordination memos, investor updates, cash flow forecasts, and internal controls documentation. Delivered on a standing calendar with a regular review call.
Incentive Compensation Engagements
409A-equivalent valuation report, equity plan term sheet, participant allocation schedule, and board resolution templates. Updated annually or upon triggering events.
Bring us the decision you're working on.
We'll tell you straight what we'd do — and whether Verum is the right partner for it.
Ready to talk? Let's start with a conversation.
We respond to every inquiry within one business day.