Davis Financial Services
"Your Strategy Is Sound. Your Execution Is Fractured. Let's Fix That in 4 Weeks."
For Mid-Market CEOs Who Need Finance to Support Strategy
— Not Slow It Down.
Most mid-market companies don’t suffer from weak finance teams.
They suffer from misalignment.Over time, this creates:
• Decisions that take longer than they should
• Reporting that informs but doesn’t clarify
• Finance that feels reactive instead of strategic
• Leadership conversations that don't move finance forwardThe Executive Alignment Sprint corrects that — quickly and intentionally.
What This Sprint Is
A short, executive-level alignment engagement that:
• Diagnoses where finance alignment is breaking
• Clarifies leadership intent and tradeoffs
• Identifies decision and process friction
This session is used to gather inputs — not to debate strategy.Who This Sprint Is For
This sprint is for mid-market CEOs and executive teams who:
• Feel finance is not fully supporting decisions
• Have limited confidence in financial decisions
• Experience friction between strategy, finance, and execution
• Want clarity before investing in larger initiatives
This sprint is not about fixing everything. It’s about knowing exactly what to fix.
What This Is Not:
This sprint is not:
• A finance audit
• A budgeting engagement
• A systems project
• A transformation program
Alignment comes before optimization.
What We Do (4 Week Engagement):
Phase 1: Alignment Diagnosis:
Focused executive conversations to understand:
• Strategic intent
• Current finance role in decisions
• Where friction appears
• How information flows todayPhase 2: Decision & Friction Mapping:
Identification of:
• Critical executive decisions
• Where finance supports or slows them
• Misaligned priorities or operating rhythmsPhase 3: Executive Alignment Session
A facilitated leadership session to:
• Clarify strategic priorities and tradeoffs
• Reset expectations of finance’s role
• Establish shared language and directionPhase 4: Alignment Roadmap
A concise executive-level summary of:
• What to address first
• What to defer
• Where leadership behavior matters most
• How to sequence next steps
What You’ll Walk Away With:
At the end of this sprint, you’ll have:
• Clear understanding of why finance feels misaligned
• Shared executive alignment on priorities and tradeoffs
• Agreement on finance’s role in decision support
• Clarity without prolonged process
Why Work With Me?
I partner with mid-market CEOs and executive teams to realign finance with strategy and decision-making.With 15+ years of experience and work across 50+ companies,
I bring senior-level judgment, practical clarity, and an outside perspective that helps leadership teams move forward with confidence.
What Past Clients Say
"We had a lot of friction. Strategic decisions that should have taken a week took a month. Beverly ran a diagnostic across our leadership team and pinpointed exactly where alignment was breaking down. Within 45 days we restructured how our executive team communicates around financial performance, reduced our decision cycle by half, and finally killed three initiatives that had been draining resources without accountability for over a year. The clarity we gained in one sprint would have taken us two years to find on our own."
— Michael Grant, CEO, Horizon Industrial Group.
"Finance was producing solid work but had zero influence at the table. Beverly helped pinpoint the gap.
It wasn't a numbers problem, it was a communication problem. During the sprint, we redesigned how
finance shows up in executive conversations. Within one quarter, finance became a decision-making partner. Two major operational investments that previously had little finance input were revisited,
revamped, and both came in under budget."
— Laura Chen, Senior VP Finance, Meridian Healthcare Services
"Our leadership team was holding weekly meetings that consistently ran over time and ended without
clear decisions. Within 60 days of our sprint, we restructured our decision-making cadence,
clarified ownership across four departments, and cut our meeting time by 40%. More importantly,
we closed a $3M growth initiative that had been stalled for six months, simply because everyone finally understood their role in executing it."
— Jordan Matthews, CEO, Apex Health Partners
Your Investment
The Executive Alignment Sprint is a fixed-scope, fixed-fee engagement,
scoped based on company size and leadership complexity.One misaligned leadership decision can cost a mid-market company $500K
in wasted execution. This sprint costs a fraction of that.Investment: $5,000 Base for CEO
$1,200 Each Additional Team Member
Payment terms and schedule confirmed prior to start.
My approach is hands-on, personalized, and built for long-term value.
Clients come to me when they’re ready to get serious about financial alignment, elevate their team, or prepare for what’s next, whether that’s growth, funding, or better decision-making.If you're ready to stop managing misalignment and start leading with clarity — let's talk.
Copyright © Davis Financial Services
All Rights Reserved