Welcome to CEL Capital
Every client engagement starts with a Discovery Session, a strategic assessment designed to uncover priorities, pain points, and desired outcomes. From there, qualified clients advance to our Executive Workshop where we deliver a tailored playbook and roadmap.
Clients are guided through three progressive Advisory Tiers, each matched to their operational complexity.
Our Execution Services are built to complement our advisory model and deliver real-world impact where it matters most: Interim Leadership, Execution Support, and Team Enablement
It All Starts With Clarity
Discovery Session
Before we dig in, we get aligned. The Discovery Session is a focused, no-cost call designed to quickly surface where organizations are, where they are headed, and what is getting in their way. It’s our opportunity to ask pointed questions, listen intentionally, and determine whether there's a strong mutual fit — because we only move forward if we believe we can add meaningful value.
We zero in on organization’s current financial landscape, strategic priorities, and operational pain points to get a grounded view of reality. The sessions provide insight as to how we think, how we work, and how we might support the next phase — whether that is stabilization, growth, or transition.
It’s the first step toward financial clarity, structured leadership, and a smarter path forward.
Then, We Build a Plan
Executive Workshop
Once alignment is confirmed, we transition into an Executive Workshop — a 60-minute, high-impact working session designed to deliver immediate clarity. Clients bring the context and challenges. We bring the structure, analytical rigor, and strategic lens to unpack what is working, what is not, and where to go next.
Here is how we do it:
We start by framing goals against operational realities — financial, structural, and strategic.
We surface friction points, hidden inefficiencies, and areas of opportunity through guided discussion and real-time analysis.
We then map these insights into actionable next steps aligned to each business stage, team capacity, and broader growth trajectory.
By the end of the session, organizations walk away with two critical assets:
An Optimization Playbook — a clear breakdown of key findings, blind spots, and priority actions
A Strategic Roadmap — a tailored 90–180 day plan that connects short-term execution with long-term outcomes
This is not a surface-level consult. It is a fast-moving, insight-rich session built to shift momentum and give you a plan worth acting on.
Three Tiers. One Mission.
Every business has a different level of maturity. Our tiered advisory model allows us to deliver the right level of support at the right time. Each tier includes structured check-ins, rolling forecasts, access to our senior advisory team, and clear deliverables. The deeper the complexity, the more embedded our role.
Tier I - Structure and Build
This tier supports founders and leadership teams in the early stages of growth or transition. We provide structured guidance to establish financial clarity and discipline, helping to lay the groundwork for scalable operations — without the operational lift.
Tier II - Operate and Optimize
Ideal for businesses looking to improve margins, tighten controls, and elevate performance. We serve as a strategic finance advisor — providing a boardroom lens to operational and financial structure while the internal team handles execution.
Tier III - Advise and Accelerate
This is high-touch financial leadership for founders, CEOs, and boards navigating strategic inflection points. Whether organizations are preparing for capital, succession, or acquisition, we act as a thought partner to leadership — staying ahead of complexity.
Execution Services That Move the Needle
Strategy is only as valuable as its execution. At CEL, we pair advisory with action — embedding ourselves in each business to implement, lead, and operationalize the strategies we build together. These services can be bundled with advisory support or engaged independently, based on client needs.
Interim Leadership
When organizations are in transition — whether due to a sudden departure, a new round of funding, or an upcoming acquisition — having the right leadership in place is critical. We step in as fractional CFOs, Controllers, or project-based Finance Executives to stabilize operations, lead the finance function, and keep business moving forward.
Execution Support
Sometimes organizations need project horsepower — tactical execution led by professionals who understand both the “why” and the “how.” We bridge the gap between strategic goals and day-to-day reality, executing high-impact projects that accelerate finance operations.
Team Enablement
Our end goal is sustainability. That is why we invest in people, not only processes. We work alongside client’s internal finance team (or help to build one), training and upskilling them to carry forward the structure, strategy, and discipline we implement together.
Frequently Asked Questions - FAQs
Q: What’s the difference between an Advisory Tier and Execution Services?
Advisory Tiers focus on strategic leadership and financial direction. Execution Services are the hands-on support functions that bring those strategies to life — think implementation, leadership coverage, and team development.
Q: Is there a long-term commitment?
No. Each engagement begins with short-term clarity — the Discovery and Executive Workshop — before any longer-term commitments are proposed. Our goal is to deliver value before asking for it.
Q: How long is the average engagement?
It depends on your needs. Some clients hire us for a quarter. Others have worked with us for years. Our model is flexible — built for impact, not lock-in.
Q: Do I need to buy advisory and execution together?
Not at all. Some clients need strategy. Others need muscle. Many want both. We’ll meet you where you are and adjust as your needs evolve.