Outsourced Services
It's not about ideas. It's about execution.
Our outsourced services provide experienced financial, valuation, reporting, and advisory support without adding permanent headcount. ProDelta works with business owners, families, investors, and professional firms through project-based, ongoing, fractional, or embedded engagements, bringing in the expertise each situation actually needs.
WHAT WE HELP WITH
+ Financial quarterback and advisor coordination
+ Family office support and governance
+ Fractional CFO and strategic finance
+ Financial reporting, dashboards, and automation
+ AI and workflow automation
+ Cash flow forecasting and FP&A
+ Valuation and transaction support
+ Process improvement and systems integration
+ Special projects and bandwidth support
Our Services
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Managing wealth, investments, and reporting across multiple entities and advisors often leads to duplication, bottlenecks, and limited visibility. ProDelta connects the moving pieces to reduce cost, improve execution, and keep decisions moving. We act as your financial quarterback, aligning the right players and filling key roles so everything keeps running.
Our goal isn't to replace your providers. It's to make sure you get more value from the team you already have, and that everyone is working toward the same objectives.
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We support family offices, owners, and investment platforms across the financial functions that keep everything coordinated:
• Acting as a centralized point of coordination across advisors
• Providing visibility across entities, investments, trusts, and reporting
• Supporting transactions, liquidity events, capital raises, and restructuring
• Navigating estate, gift, and succession planning
• Governance and process support for family boards and investment committees
• Evaluating advisor performance, scope, and economics
• Standardizing data, dashboards, and reporting
Our role is governance, process, and advisor coordination, helping your board or committee stay organized and well-supported. Investment management and specific recommendations stay with your existing wealth advisors and investment managers, we're here to make sure everyone's on the same page.
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Forecasting, budgeting, cash flow planning, KPI development, and board reporting, delivered at the level your business actually needs right now, without the cost of a full-time executive hire.
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Clean, reliable reporting is the foundation everything else depends on. We help organize financial information, standardize reporting across entities, build executive dashboards and KPI summaries, and automate the recurring reporting work that shouldn't require a person.
• Databases, data lakes, data cleaning, integration, and governance
• Interactive dashboards and Power BI development
• AI consulting, automation, and custom tool development
• Automated operational and financial reporting
• Systems integration across ERP, CRM, and business applications
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Financial modeling, scenario analysis, process improvement, reporting cleanup, and the work that needs dedicated attention but doesn't justify a permanent hire.
For CPA firms and advisory firms
FOR FIRM PARTNERS
ProDelta partners with CPA firms, advisory firms, and boutiques that need valuation expertise without building it in-house. We work two ways:
Outsourced partner
As an outsourced partner, we manage the entire engagement, including modeling, delivery, and client communication. This works well for firms with a specialized need or an occasional valuation requirement that doesn't justify permanent capability.
Embedded partner
As an embedded partner, our professionals work within your team, your systems, and your standards. You maintain the client relationship and billing while we provide the technical capacity and expertise.
+ Fully U.S. based team, no offshoring
+ Options to work within your models or provide our own
+ Scalable capacity when engagement volume spikes
+ Access to leading market research databases
HOW WE WORK
+ Direct senior involvement
+ We complement your existing advisors rather than replacing them
+ Flexible engagement structures built around what your situation calls for
+ Fully U.S. based team
INDUSTRIES SERVED
+ Energy & Natural Resources
+ Technology & SaaS
+ MedTech & Life Sciences
+ Manufacturing & Distribution
+ Construction
+ Business & Residential Services
+ Professional & Service Businesses
+ Retail, Restaurants, & Beverages
+ Dental
+ Crypto
+ Cannabis, Casinos & Spirits
+ Specialty Sectors
Outsourced Services
FAQs
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ProDelta provides support across financial reporting, advisor coordination, fractional CFO services, FP&A, cash flow forecasting, KPI dashboards, reporting automation and data visualization, investment analysis, transaction support, valuation support, family office services, special projects, and strategic decision-making.
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Business owners, family offices, investors, CPA firms, attorneys, advisory firms, portfolio companies, and corporate finance teams turn to outsourced services when they need specialized expertise, additional bandwidth, or practical execution support they don't have in-house.
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A financial quarterback helps coordinate owners, executives, family members, attorneys, CPAs, wealth advisors, investment professionals, lenders, and operating teams so that information, decisions, and execution stay aligned.
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Yes. ProDelta supports family offices with reporting, advisor coordination, investment analysis, valuations, liquidity-event support, and special projects. This also includes governance and process support for family boards and investment committees, helping build the structure, documentation, and advisor coordination that support better decision-making.
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Yes. Beyond the outsourced services described above, ProDelta supports operating businesses with forecasting, budgeting, transaction readiness, and strategic finance initiatives as needs come up.
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Yes. ProDelta can help organize financial information, standardize reporting, build executive dashboards and KPI summaries, automate recurring reporting processes, and improve visibility across entities, investments, operating companies, trusts, or portfolio holdings. We can also help clients integrate and connect platforms such as Addepar, SEI Archway, DealCloud, and other workflow tools into their reporting and operating processes.
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Yes. ProDelta supports investment analysis, financial modeling, diligence coordination, valuation reviews, and transaction planning for direct investments, acquisitions, and portfolio holdings, working alongside your existing advisors and decision-makers rather than making the investment decision for you.
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Yes. ProDelta can support liquidity events such as business sales, recapitalizations, acquisitions, capital raises, and restructurings.
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Engagements can be project-based, ongoing, fractional, or embedded, and support is billed either hourly for targeted work or on a retainer for ongoing involvement. Pricing is discussed once we understand the scope, timing, and level of involvement your situation calls for.
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Yes, in a process-oriented, non-voting capacity. ProDelta can help prepare meeting materials, coordinate advisor input, and support governance practices so your committee has what it needs to make well-informed decisions.
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No. Investment management and specific recommendations stay with your existing wealth advisors and investment managers, we're here to make sure everyone's on the same page. Our role is governance, process, and advisor coordination, helping your board or committee stay organized and well-supported while keeping everyone on the same page.
Related Insights
+ Signs a Single Family Office Have Outgrown Their Structure
(coming soon!)
Let’s talk about what you need.
Whether you're looking to fill a gap, add bandwidth, or bring in expertise for a specific project, we'd welcome the conversation.