Finance & Business Advisory Services

PROVERI – Strategic Finance & Business Advisory Solutions

Empowering leadership to make confident, data-driven decisions.

Strategic Financial Planning & Analysis (FP&A)

We partner with CEOs, CFOs, and general managers to create financial strategies that align with your growth objectives. From budgeting and forecasting to performance measurement and KPI dashboards, we ensure your financial plan drives the right outcomes. Our approach blends proven financial disciplines with tailored strategies to fit your organization’s scale and goals.
Key Focus Areas:

Long-range and annual operating plans
Revenue modeling and scenario analysis
Budget performance tracking & variance reporting

M&A Support & Post-Merger Integration (PMI)

We help organizations navigate complex mergers, acquisitions, and consolidations — from due diligence through operational integration. Our methods are designed to reduce disruption, capture synergies, and create clear reporting from day one.
Key Focus Areas:

Financial due diligence and integration planning
Multi-affiliate consolidation
Process alignment and internal control design

Executive Finance Partnering

SaaS & ARR Revenue Model Transition

We guide businesses through SaaS and recurring revenue transformations — building pricing strategies, revenue recognition processes, and performance metrics that support scalable, predictable growth. Our experience spans both high-growth tech environments and established companies adopting new revenue models.
Key Focus Areas:

ARR forecasting and valuation modeling
ASC 606 compliance and policy design
Customer and product profitability analysis

For companies needing senior-level financial leadership, we embed as a strategic partner to the CEO/CFO — delivering insight, structure, and execution support that drives results. We operate as an extension of your leadership team, aligning finance with overall strategy.
Key Focus Areas:

Investor and board communications
Strategic planning support for the CEO/CFO
Interim leadership during transitions

Operational Efficiency & Cross-Functional Collaboration

We break down silos, aligning finance, operations, and sales to create sustainable improvements in profitability and performance. Our solutions strengthen collaboration while ensuring financial visibility.
Key Focus Areas:

Process improvement and automation
KPI development and performance tracking
Cost structure analysis and margin enhancement

Capital Planning & Cash Flow Optimization

Whether you’re funding growth or stabilizing operations, we design capital strategies that protect liquidity and support long-term objectives. We apply structured financial analysis to ensure you have the right capital at the right time.
Key Focus Areas:

Working capital management
Debt and equity planning support
Cash flow forecasting and optimization

Why PROVERI

Our services are guided by more than two decades of leadership in public companies, private equity-backed enterprises, and founder-led businesses across SaaS, fintech, industrial technology, manufacturing, and logistics. This breadth allows us to deliver solutions that are both strategic and actionable.

For a closer look at the expertise behind PROVERI, visit the Founder’s Executive Profile.

Serving Clients Locally & Nationwide
Based in Orlando, Florida, PROVERI proudly serves local entrepreneurs and small businesses while delivering advisory services to corporate and international clients.

Let’s start the conversation. Visit PROVERI.co to explore how we can help your business grow, adapt, and thrive. Connect with Jose on LinkedIn to discuss your goals.