Fractional CFO Services

Claris delivers executive-level financial leadership tailored to the needs of growing businesses. Whether you're navigating an acquisition, scaling operations, or preparing for an exit, we bring clarity, strategy, and simplicity to every phase of your financial journey.

Strategic Advisory

We guide growth with smart, scalable strategies that align with your long-term business vision.

  • Growth Strategies

  • Executive Strategic Planning

  • Annual Operating Plan

  • Go to Market Strategy

  • Scaling

  • Exit Strategy

Claris strategic advisory icon – target with arrow representing focus, planning, and business direction

Financial Management

We deliver the financial clarity you need to manage cash flow, track KPIs, and support smart day-to-day decisions.

  • Cash Flow

  • Financial Dashboards

  • KPIs

  • Financial Planning

  • Sales Reporting

  • Incentive Design

Claris financial management icon – circular KPI graphic with checkmark representing performance tracking and reporting systems

Business Performance and Transformation

We guide business evolution through strategic reviews, new product planning, and development-focused insights.

  • Business Unit Strategic Reviews

  • Product Development

  • Real Estate and Development

Let’s talk about how Claris can support your business goals. From strategic planning to financial transformation, we’re here to help.

Corporate Finance and Investment

We help businesses navigate complex financial decisions with confidence—from due diligence to capital strategy and valuation.

  • Acquisitions

  • Due Diligence

  • Private Equity

  • Capital Deployment

  • Valuation

Claris corporate finance icon – financial document with dollar sign and pencil symbolizing investment planning and capital strategy

Operational Improvement

From facilities to systems, we identify opportunities to streamline operations and drive long-term efficiency.

  • Site Visits

  • Manufacturing

  • Facilities

  • Facility Consolidations and Integrations

  • ERP System Conversions

Claris operational improvement icon – gear and bar chart representing systems integration, facility upgrades, and process optimization