Investment cases side by side
Return, payback and cash impact for hires, expansions and large purchases, compared on the same basis.
Fractional CFO · $5M–$100M companies
Growth & capital allocation
Every dollar is an investment. Know the return before you spend it.
Growth plans compete for the same cash: new hires, new markets, inventory, software and marketing. We model the return, payback and cash impact of each, so capital goes where it compounds.
Led by Di Mike Wang, CFA®, FMVA®, MBA (USC Marshall), trained at Morgan Stanley and Wells Fargo, with 15 years in finance.
$5M–$100Mrevenue-stage focus
CFA® · FMVA® · MBAsenior judgment on every engagement
Flat monthly feescoped to your needs
dmwadvisoryservices.com is an official domain of DMW Advisory, used for email. The firm’s website is dmwadvisory.com.
Official DMW Advisory domainHow we help
Capital decisions with numbers behind them
Scenario and sensitivity analysis
Base, upside and downside cases, so you see what happens if growth arrives later than planned.
Funding the plan
Operating cash, debt or equity: debt is cheaper and non-dilutive but must be serviced; equity is flexible but permanent. We model the trade-off in dollars and ownership.
Signs you need a capital plan
- Several growth bets compete for the same cash.
- Headcount and spend grow ahead of revenue without a payback target.
- You’re weighing a loan, an equity raise or waiting.
- Your plan is a revenue goal without the costs to get there.
How it starts
- Free callA conversation about where the business is today and what it needs next.
- Diagnostic and roadmapWe review your books, systems and processes, then deliver a tailored roadmap within the first 30 days.
- Ongoing supportA flat monthly fee scoped to your needs. Most engagements begin within one to two weeks of the first call.
Questions
What does capital allocation mean for a company our size?
Deciding where cash goes, whether people, inventory, marketing, systems or paying down debt, based on the return each use earns and how fast it pays back.
Should we fund growth with debt or equity?
Debt is cheaper and non-dilutive but must be serviced no matter what. Equity is expensive and permanent but flexible. The right answer depends on your cash flow stability and growth plan, so we model both.
How does it start?
With a free call. Most engagements begin within one to two weeks of it, start with a financial diagnostic, and deliver a tailored roadmap within the first 30 days.
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Services, pricing, case studies and booking are on the firm’s website.