CM
Contribution Margin Model
Download a free contribution margin Excel model connecting revenue, fully burdened direct labor and variable costs to contribution margin, break-even volume and scenario analysis.
View resource →Clarity for
what’s next.
Discipline to
get there.
Cadence & Compass helps organizations navigate complexity, improve performance, and turn strategy into disciplined execution.
Strategy is only the beginning
The best direction means
The best direction means
little without the ability to move.
We bring financial discipline, operational experience, and strategic perspective together—helping leaders make better decisions and build organizations capable of executing them.
Direction when it matters. Execution where it counts.
01
Financial Strategy & Performance
Build visibility into what drives performance and turn financial information into better decisions.
→02Operational Strategy & Execution
Design the processes, systems, operating rhythms and accountability needed to execute at scale.
→03Growth & Transformation
Navigate growth, transactions, organizational change and complex strategic initiatives.
→04Executive Advisory
Experienced financial and operational perspective when leaders need another senior voice at the table.
→Find the
direction.→
direction.→
Build the
rhythm.→
rhythm.→
Move with
purpose.
purpose.
Built by operatorsWe’ve sat on your
We’ve sat on your
side of the table.
Cadence & Compass was built by executives who have led through rapid growth, acquisitions, transformation, financial complexity and operational change.
We bring the perspective of people who have been accountable for the outcome—not just the recommendation.
Learn more about our approach →Operator Experience
Leading organizations across industries and stages.
Trusted by Leaders
Practical partnership with executives and boards.
Focused on Outcomes
Clarity, alignment and execution that drive measurable results.
Tools built for people who have work to do.Practical resources.
Practical resources.
Real-world impact.
Templates, models and frameworks built from real operating experience—not theory.
Explore all resources →24
Board Reporting Template
Download a free 24-slide board reporting PowerPoint template for financial performance, strategy, sales pipeline, operations, risk, compliance, governance and Board decisions.
View resource →13W
13-Week Cash Flow Forecast Template
Download a free 13-week cash flow forecast Excel template built for practical liquidity management. Model collections, vendor payments, payroll, financing and weekly cash position.
View resource →Your Operating Model Was Built for a Company You No Longer Run
Growth creates complexity. But complexity becomes a problem when the way the organization operates never catches up.
Your Forecast Isn’t Wrong. Your Assumptions Are.
A forecast is not a prediction of the future. It is a structured argument about what you believe is going to happen—and why.
The Board Deck Is Not the Board Meeting
A good board deck gives people the information they need. A good board meeting uses that information to have the conversations that matter. Those are not the same thing.
Know where you’re going.
Build the momentum to get there.
Whether you’re navigating growth, performance challenges or a pivotal decision, we can help bring clarity to what comes next.
Start a Conversation →