We step in as your strategic financial leadership layer – helping make growth profitable, controlled, and scalable, without the need to hire a full-time CFO.
The Why – Level 5 Philosophy
Inspired by Jim Collins’ Level 5 leadership model, we translated our approach to financial leadership into five layers that enable companies to grow without losing control.
Solutions
Embrace Innovation, Adapt Quickly, and Lead with Confidence. Consult Now
Embrace Innovation, Adapt Quickly, and Lead with Confidence.
Consult Now
The Team
Every client works directly with Haim and Liat Adam – from diagnosis and planning through hands-on execution. The same people who shape the strategy remain involved through execution
Case Studies
Intervention: Building a multi-year growth model.
The Result: Successful $5M raise and US market entry.
Case Studies
Intervention: Building a multi-year growth model.
The Result: Successful $5M raise and US market entry.
Challenge: A project-based engineering company grew rapidly, while complex tenders, long cash-flow cycles, and limited margin visibility increased execution risk.
Move: Built a CFO-level control layer covering budgeting, forecasting, working-capital management, cost control, and executive reporting.
Result: Achieved an approximately 40% improvement in the working capital ratio, reduced financial blind spots, and built infrastructure that supported multi-site growth.
Challenge: A project-based engineering company grew fast, while tender complexity, cash flow, and margins increased execution risk.
Move: Introduced project-level profitability analysis, tender economics, cash-flow planning, and financial decision-support tools.
Result: Built financial infrastructure that supported 3x revenue growth over several years, while improving margin visibility and strengthening financial discipline.
Challenge: A loss-making technology division had limited cash visibility and no clear path to recovery or strategic exit.
Move: Led a hands-on profitability program covering cost-structure adjustments, margin analysis, cash control, operational focus, and transaction readiness.
Result: Moved the division from loss to profit in under 12 months, creating the foundation for a successful strategic sale.
Challenge: Growth-stage companies had strong technology and market potential, but lacked financial models, measurable milestones, and a clear use-of-funds plan.
Move: Built financial models for fundraising, capital plans, KPI frameworks, and investor materials that connected strategy, numbers, and milestones.
Result: Created the financial infrastructure that supported fundraising processes totaling tens of millions of dollars across multiple growth-stage companies.
In a focused 45-minute strategy call, we will identify where cash flow, profitability, and financial infrastructure are not keeping pace with the business – and what it will take to regain control.
Let’s Start Talking
We partner with select companies to ensure deep involvement.
Let’s explore our potential fit.
We partner with select companies to ensure deep involvement. Let’s explore our potential fit.
+972 50-746-4021
28 HaArba'a St., North Tower Tel Aviv, Israel
Sun to Thu: 09:00-16:00
Fri - Saturday : Closed
