Imperial Advisory

Imperial Advisory At Imperial Advisory we work with businesses and non-profits to assess their organizations’ operational and financial health.

As your fractional CFO, we become your financial strategist and assist you in making more educated financial decisions. As your fractional CFO, we become your financial strategist. Our team looks at your business holistically, takes on the role of an advisor, and assists you in making more educated financial decisions for your business. Imperial Advisory partners with you to determine the smartest

way for you to make money and the best way for you to reinvest your resources and capital back into the business. Working hand-in-hand with the organization’s senior management, our team of expert CFOs creates revenue and expense projections, gauges the company’s ongoing performance, and provides the organization with the ability to achieve its full potential. Through targeted analysis, we help our clients plan key business decisions relating to project feasibility, headcount, and a host of other issues. Functioning as “external CFO”, Imperial provides our clients’ C-Suites with insight and data-driven evaluations that enable them to gain a deeper understanding of operational challenges and opportunities and help them to scale their growth.

09/02/2026

Inventory keeps production moving;
But it can also quietly drain your cash flow. 💵📉

Our manufacturing finance expert CFO, Rik Katz talks about finding the balance between running efficiently and not tying up cash unnecessarily.

Check out his full interview on our YouTube (link in comments).

Just get it done! We are out of money. We don't know who came up with this drawing, but boy is it frustrating to have cl...
09/01/2026

Just get it done! We are out of money.

We don't know who came up with this drawing, but boy is it frustrating to have clients tell you they are out of budget in the middle of a project.

We had a situation with a client that begged us for a 'pay as they go' project as they weren't sure what they needed and wanted flexibility to change things.

They slipped a 6 week timeframe for project completion into the agreement and we told them that wasn't possible and we all agreed on a 15 week timeline.

As soon as they started (after around a month of dragging their feet), they started redirecting us and sending us on tangents.

Then 6 weeks in (we had a lot of analysis and framework at this point, but still no scope on the output), they were suddenly out of budget and needed it tomorrow.

Have you ever started a customer job only to be stopped 60% of the way through and told we need this tomorrow?

What are your best tips for avoiding things like this?

🚨 Next WeekImprove liquidity, free up cash, and position your business for sustainable growth.A profitable business can ...
08/31/2026

🚨 Next Week

Improve liquidity, free up cash, and position your business for sustainable growth.

A profitable business can still find itself short on cash. Money tied up in receivables, excess inventory, or poorly managed payment cycles can limit your ability to meet obligations and invest in growth.

In this Imperial Advisory event, we'll discuss practical ways to optimize working capital, improve cash flow, and create greater financial flexibility.

We'll discuss questions such as:

- How can you improve collections and reduce cash tied up in receivables?
- How do you optimize inventory without putting sales or customer service at risk?
- How can supplier terms, payables, and cash forecasting improve liquidity?
- How can a fractional CFO help coordinate working capital decisions and strengthen cash flow?

Whether you're experiencing cash flow pressure or looking to use your resources more efficiently, this session will provide practical strategies to strengthen liquidity and free up cash for growth.

🗓️ Register for this webinar using the link in the comments ⬇️

08/28/2026

Businesses often have discretionary expenses. 😮
Investors scrutinize these.

The key is to keep add-backs under 10-15% of EBITDA to ensure financial health and secure funding.

📽️ For the full conversation with Matt Bradbury on maximizing your business value before a sale, watch the complete Business Health discussion on YouTube. Link in the comments.

📣 Save the Date Improve liquidity, free up cash, and position your business for sustainable growth.A profitable business...
08/27/2026

📣 Save the Date

Improve liquidity, free up cash, and position your business for sustainable growth.

A profitable business can still find itself short on cash. Money tied up in receivables, excess inventory, or poorly managed payment cycles can limit your ability to meet obligations and invest in growth.

In this Imperial Advisory event, we'll discuss practical ways to optimize working capital, improve cash flow, and create greater financial flexibility.

We'll discuss questions such as:

- How can you improve collections and reduce cash tied up in receivables?
- How do you optimize inventory without putting sales or customer service at risk?
- How can supplier terms, payables, and cash forecasting improve liquidity?
- How can a fractional CFO help coordinate working capital decisions and strengthen cash flow?

Whether you're experiencing cash flow pressure or looking to use your resources more efficiently, this session will provide practical strategies to strengthen liquidity and free up cash for growth.

🗓️ Register for our next webinar on September 8th using the link in the comments ⬇️

Success can trip you up, too.Is your business prepared for what comes next?
08/26/2026

Success can trip you up, too.

Is your business prepared for what comes next?

08/25/2026

Which would you prefer? 🤔

👉 100 clients paying you $10,000 or
👉 10 clients paying you $100,000

Our answer:

100 clients with 100 users. 💪

10 is way too few to be properly diversified...

But we like larger clients since they have bigger budgets and it is more about how we help them than if they can afford it...

We also like small clients, and actually find the work more exciting, but from a business perspective, we find larger clients to be better.

How about you? 👇👇👇

Improve liquidity, free up cash, and position your business for sustainable growth.A profitable business can still find ...
08/24/2026

Improve liquidity, free up cash, and position your business for sustainable growth.

A profitable business can still find itself short on cash. Money tied up in receivables, excess inventory, or poorly managed payment cycles can limit your ability to meet obligations and invest in growth.

In this Imperial Advisory event, we'll discuss practical ways to optimize working capital, improve cash flow, and create greater financial flexibility.

We'll discuss questions such as:

- How can you improve collections and reduce cash tied up in receivables?
- How do you optimize inventory without putting sales or customer service at risk?
- How can supplier terms, payables, and cash forecasting improve liquidity?
- How can a fractional CFO help coordinate working capital decisions and strengthen cash flow?

Whether you're experiencing cash flow pressure or looking to use your resources more efficiently, this session will provide practical strategies to strengthen liquidity and free up cash for growth.

Register now using the link in the comments! ⬇️

Is one CFO enough? 🤔Someone recently expressed surprise at the fact that we help CFOs. We help amazing CFOs who are look...
08/21/2026

Is one CFO enough? 🤔

Someone recently expressed surprise at the fact that we help CFOs.

We help amazing CFOs who are looking for creative solutions or just to augment their overworked teams.

Here are some of the ways CFOs lean (or could lean) on our team of experienced professionals...

1. FP&A. Outsource routine FP&A when there is no FP&A team or help design a process that a junior person can run with. Take on major projects the internal team is never going to get to.

2. Accounting department redesign. Pinpoint what is wrong and design solutions to solve the problems. Problems often are around accounting department inefficiencies.

3. M&A. Serve as a resource on transactions when the CFO lacks the time to do everything or just wants a 2nd set of eyes.

Check out some of the specific examples we have highlighted in the post.

Do you find that sometimes one CFO just isn't enough?

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Valley Stream, NY

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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