Our advisory practice specializes in interim and fractional leadership to help your company scale while addressing complex liquidity, business model and performance challenges.
We are a financial and operational advisory firm providing interim leadership and restructuring services. Our practice specializes in strategic financial guidance, stabilizing liquidity, and implementing scalable systems for organizations navigating rapid growth or financial distress.
We prioritize a data-driven approach to P&L optimization, utilizing advanced financial modeling and cash flow forecasting to maximize enterprise value and ensure long-term operational continuity. Our expertise is rooted in managing highly complex environments, including omni-channel CPG, eCommerce, manufacturing, and highly regulated industries.
With a track record of leading startups, restructuring 8-figure-revenue multi-site operations and advising companies across the lower middle market, we deliver the seasoned executive experience necessary to transform and grow your business.
Strategic continuity for organizations navigating leadership transitions or rapid scaling.
Acting as a dedicated CFO, CEO, or COO, I provide the expertise and oversight required to stabilize finances and operations during critical growth phases.
Specialized intervention for distressed assets requiring immediate liquidity management and value recovery.
This mandate focuses on stabilizing P&L performance and managing complex stakeholder negotiations, turnarounds and operational restructures to preserve enterprise value.
Foundational architecture designed to transition early-stage concepts into scalable, bankable enterprises via creation of technical infrastructure and strategic planning necessary for successful fundraising and market entry.
Kaiya Bercow integrates advanced financial strategy with the pragmatic discipline of a seasoned operator to lead organizations. He provides the technical expertise needed for sophisticated modeling, capital structure planning, and profitability-driven restructuring. His approach is defined by a commitment to transparency and a hands-on operational philosophy, ensuring that every strategic mandate is backed by rigorous quantitative analysis and clear, actionable go-forward pathways.
Focusing on high-complexity environments and omni-channel consumer brands:
Consumer Goods: CPG, Wellness, Beauty, Luxury, Regulated Markets
Sector Classification: Manufacturing, Cultivation, Distribution, Brands, Retail.
Channels: eCommerce, D2C, Retail, and Wholesale.
Experience with pre-seed startups through $50M+ enterprises.
Stage: Early-stage through Lower Middle Market.
Structure: Venture capital funded, publicly traded, private equity backed, and founder led entities.
To ensure measurable impact and operational stability:
Advisory & Restructuring: 4 to 12-month discrete mandates.
Interim & Fractional Roles: Year+ engagements.
Empower your business with seasoned operations and strategy leadership.