Sharper strategy, smarter capital, stronger businesses — built on 25 years of corporate development experience at Koch Industries, now in your corner.
From an ongoing partnership to a single deep dive — every engagement is scoped to the decision in front of you, not a template.
Your fractional strategic CFO. Ongoing high-level guidance — typically 8–15 hours a month — focused on rigorous capital allocation, cash flow optimization, KPI dashboards, growth strategy, and succession or owner-wealth planning. The discipline of a large-company CFO, at a fraction of the cost. Clients can expect measurable gains in profitability and decision quality within the first 90 days.
Targeted support for M&A preparation, exit or succession planning, and capital raises. Twenty-five years of corporate development experience brought to bear on a single, high-stakes outcome — maximize value, reduce risk, and deliver results that stand up to buyer, lender, and board scrutiny.
Intensive, focused work on a specific question: pricing strategy overhauls, financial forecasting models, capital allocation reviews, or margin improvement. Fast, actionable insights grounded in frameworks proven at scale.
A representative sample of the work — drawn from 25 years inside one of the most disciplined capital allocators in the country.
A clear framework for deciding where the next dollar goes — and where it doesn't.
Better visibility, sharper forecasting, and stronger working capital efficiency.
Organic growth planning, pricing strategy, and margin improvement that actually compounds.
Buy-side and sell-side support — from target screening through post-close integration.
Critical for family-owned businesses — including family wealth transfer and legacy planning.
Evaluating major software, ERP, or systems investments for real return and strategic fit.
Owner-focused metrics and monthly review cadences that drive the right behaviors.
Bank debt, SBA, private capital, and the right structure for the stage you're in.
Monroe Strategic Advisory is led by Greg Monroe, who spent 25 years in corporate development at Koch Industries — one of the largest and most successful privately-held companies in the world. The work spanned strategy, M&A, capital allocation, and the kind of decision discipline that compounds value across decades and economic cycles.
That experience now serves a different client: the small business owner and founder. The frameworks are the same — clear strategy, ruthless prioritization, capital deployed where it earns its keep — applied at the scale where every decision actually moves the needle.
The best decisions in business aren't louder or faster. They're better framed, better informed, and better aligned with where capital genuinely belongs.
Most engagements start with a no-obligation conversation — about your business, your priorities, and whether we're the right partner for the work in front of you.
If we are, we'll scope it. If we aren't, we'll tell you so and point you toward someone better suited.
Greg Monroe, Principal