A clearer financial picture. A stronger next move.
Lucky CFO Advisory provides CFO leadership for the business you're building. Work directly with Mark Lucky, whose experience spans more than 25 years in senior finance and public-company CFO roles. Growing private businesses and public companies can access fractional, interim, and project-based support.
Start with the Finance Diagnostic — $2,500 USD: a focused review for one owner-led private operating business using existing records, with written findings and a 90-day action plan delivered within 10 business days after kickoff and receipt of the agreed records.
Watch the 96-second introduction.
Watch: CFO Readiness
The 1-minute-36-second captioned video shares Mark's perspective on preparing the numbers, cash position, and finance story before a lender, buyer, auditor, or board asks the hard question.
Finance Diagnostic: a focused starting point
$2,500 USD for a defined review of the finance picture behind your next decision. The standard package covers one owner-led private operating business using existing records. It is designed to identify the most useful cash, close, and reporting priorities without committing you to ongoing CFO support.
Delivered within 10 business days after kickoff and receipt of the agreed records. The introductory conversation confirms whether this standard package fits your business and which existing records will support the review.
What you receive
- A 60-minute kickoff to align on your priorities and records.
- A focused finance review of existing information.
- A written Finance Findings Brief.
- A 90-day action plan with owners and target dates.
- A 60-minute findings conversation with Mark.
What the focused review covers
- Cash visibility
- Available cash, upcoming commitments, and pressure points in existing records.
- Close and reporting
- Timeliness, reliability, and decision-usefulness of your current reports.
- Decision readiness
- Information gaps tied to the business objective we discuss at kickoff.
Scope and payment
SEC/public-company reviews and complex multi-entity reviews are separately scoped. Cleanup and implementation are outside this package; any additional work is agreed separately.
The $2,500 USD fee is invoiced in two installments: $1,250 at kickoff and $1,250 at delivery. There is no online checkout.
If you lead a private operating business and want a practical starting point, begin with a conversation about fit.
What should stronger finance help you do?
- Get a clearer view of cash and financial commitments.
- Grow with better financial visibility, margin analysis, and driver-based forecasts.
- Prepare finance materials for financing, transactions, and external diligence.
- Add experienced CFO leadership and support the existing finance team.
Public-company finance, with experience in the CFO seat.
Support for smaller public companies and OTC issuers facing SEC reporting, auditor coordination, controls readiness, and board questions. Work directly with Mark to define the support your team needs.
A little context. A better conversation.
If you'd like a little help gathering your thoughts before we talk, the optional three-choice finder is a place to start. Share your goal, timing, and company context to explore what you'd like to move forward.
The Lucky CFO working relationship
- Start with your objective in a 30-minute conversation with Mark.
- If the standard package fits, choose the Finance Diagnostic for $2,500 USD and confirm the agreed records before paid work begins.
- Complete the kickoff and share the agreed records securely. The diagnostic is delivered within 10 business days after kickoff and receipt of those records, including a Finance Findings Brief and a 90-day action plan with owners and target dates.
- Discuss the findings with Mark and decide whether any separately scoped cleanup, implementation, or ongoing support would help.
The first conversation helps us understand your priorities and whether working together makes sense. The standard Finance Diagnostic has a fixed $2,500 USD fee. SEC/public-company and complex multi-entity reviews, as well as fractional, interim, or other project support, have their own scope and fees agreed before paid work begins.
Senior judgment. Practical financial work.
- Fractional and interim CFO leadership
- Bookkeeping oversight, month-end close, cash forecasting, and reporting
- Growth planning, margin analysis, and scenario modeling
- Financing readiness and internal decision-support models
- Transaction and exit readiness, M&A finance diligence support, and integration planning
- SEC reporting, auditor coordination, controls readiness, and board support for smaller public companies and OTC issuers
Meet Mark Lucky
I’ve held the responsibility of a public-company CFO, including signing financial-report certifications.
My experience spans more than 25 years in senior finance leadership. Lucky CFO Advisory works with clients nationwide.
You work directly with me to make your numbers more useful and your next decision clearer.
Experience behind the advice
- Public-company reporting
- CFO responsibility for financial reports, including signed Section 906 certifications.
- Executive and board accountability
- Previously served in chief executive and board-chair roles alongside CFO responsibilities.
- Public and private-company experience
- Finance leadership and consulting across public and private companies, from start-ups to mature businesses.
Could your numbers survive hard questions this week?
Could you explain the drivers of last month's results, see cash needs eight weeks ahead, and assemble a reliable finance package in ten business days?
Finance Clarity Starter Kit
A free PDF to help you prepare for a useful finance conversation, whether or not you choose to work with Mark. It includes conversation prep, an 8-week cash worksheet, a close-readiness checklist, and a 90-day priority planner.
The on-page resource request needs only your email address to send the PDF link; your first name is optional. Personal follow-up from Mark is a separate, optional choice. The conversation finder stays available without requesting the kit or sharing your email.
Request the free Finance Clarity Starter Kit.
If the resource form is unavailable, email mark@midatlanticcfo.com and ask for the Finance Clarity Starter Kit. Mark can send the PDF link to your email address. Include your first name only if you like, and say explicitly if you also want personal follow-up.
Book a 30-minute conversation.
Choose a time for a 30-minute conversation with Mark about your business, your priorities, and what you'd like to move forward. Use the on-page Calendly calendar or the direct booking link below.
Tell me what you’re working on
Have a question before we talk? Tell Mark a little about your business and what you’d like to move forward.
You can also email mark@midatlanticcfo.com.