Financial Clarity. Business Freedom.

We are a CFO advisory firm specializing in operating businesses, family offices, and investment funds.

Straightforward actionable advice so you have the freedom to focus on running your business.

Ospin Advisory

Consult with an actual CFO, not an accounting firm offering “CFO” advisory services.

At Ospin Advisory, get advice from a seasoned, operational CFO with experience building businesses and managing complex problems.

We specialize in providing CFO advisory services to operating businesses, family offices, and investment funds.

Operating Businesses

We support businesses with revenues from $1 to $10 million and also perform consulting engagements for larger businesses from $10 to $100 million in revenues

It’s more than numbers. We provide key data points to help you make better decisions. We can help with:

  • Reporting packages and KPIs

  • Performance and process improvement

  • Bank financings and reporting

  • Treasury, AP/AR solutions

  • Software selection and implementation

Investment Funds

Managing money is hard. So let us handle your back office. As your financial and strategic advisor we’ll take accounting and compliance concerns off your plate so you can focus on what matters most to your investors.

  • SEC registered private funds

  • Partnership investments (“club deals”)

  • Fund Administrator selection

  • On shore and offshore structures

  • Fund audits

  • Subscription lines of credit

Family Offices

We understand your business and wealth are complex and you can’t look at any part in a silo. We know how the pieces fit together and can help you navigate generation-impacting decisions.

  • Accounting and reporting

  • Governance

  • Tax and estate planning

  • Wealth diversification plans

  • Asset allocations and selection

  • Margin and family lines of credit