Strategic consulting & fractional CFO

We don't just advise on capital. We structure it, deploy it, and decide with it.

Fort Road Enterprises is founder-led advisory for CEOs, owners, and investors — bringing institutional finance discipline and operator judgment to the calls that define your next chapter. Eight years owning the greenlight on a $450M production portfolio, now for founders who need books they can trust and models they can decide with.

Fractional CFO · Capital advisory · $450M portfolio · Seed to scale · M&A & integration

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The same operating discipline — from $450M slates to your next raise.

01Approach

Founder-led advisory, built by operators

A number has to survive contact with the business. Everything below is how we get it there — the same cycle whether it's capital readiness, a transaction, or your first clean close.

01

Diligence

"First we read the books and tell you what's actually true."

Chart-of-accounts review, historical cleanup, statement integrity, close-process gaps, and systems setup — an honest baseline before strategy.
02

The Model

"Then we build the thing you actually decide with."

Driver-based FP&A, forecasts, scenario planning, investor-ready models, and capital structure — not a spreadsheet nobody believes.
03

The Greenlight

"We make the calls the numbers point to."

Capital allocation, runway, M&A diligence, deal origination, and post-acquisition integration — judgment stays where judgment belongs.
04

The Report

"Leadership and investors get one version of the truth."

Board-ready reporting, investor materials, variance you can explain, and the narrative behind the numbers — automated where it should be, reviewed where it must be.
02Who we serve

Serving leadership seeking strategic growth

From C-suite operators to first-time founders — the same standard: practical strategies backed by real experience.

CEO & CFO

Securing investments, navigating M&A, and optimizing financial and operational performance.

Business Owners

Exit strategy, succession planning, and transition into the next chapter with confidence.

Private Equity

Capital raising, portfolio readiness, diligence support, and post-deal integration.

Founders

Books cleanup, runway clarity, investor models, and fractional CFO leadership through a raise.

03Services

Consulting & finance for growth-oriented leaders

Institutional advisory breadth — with the operator depth of a fractional CFO who has owned the greenlight.

ongoing · flagship

Fractional CFO & Finance Leadership

From $4K / mo · ongoing

When you need a senior operator, not another bookkeeper.

Full ownership of close, reporting, forecasting, cap-table support, investor materials, and strategic finance counsel.

“We went from books nobody believed to reporting we use in every leadership meeting.”
John Nypl, CEO · California Crane School
advisory · transactions

Capital Readiness & M&A

Project & retainer · scoped

Structure capital before you raise or close.

Deal origination, diligence, investor-ready positioning, and rigorous financial strategy built around your business model.

entry · diagnostic

Finance Systems Diagnostic

$2,500–$8,000 · 5–20 days

Find out what your numbers are actually hiding.

Chart-of-accounts review, close gaps, systems setup, and a prioritized roadmap — before anyone touches strategy.

“Justin has been an excellent resource for our team. He stepped into a role that had a lot of moving pieces — the kind of situation some contractors might shy away from — and instead treated it as an opportunity to add real value. He brought deep technical expertise, was motivated and engaged from day one, and consistently delivered high-quality work within scope. Professional, responsive, and easy to communicate with throughout. We'd bring him back without hesitation for future finance work. Highly recommend.”
Genevieve Barba · The Purple Carrot
04Client Results

Verified 5.0 Upwork client ratings

Real engagements across bookkeeping, capital readiness, valuations, and strategic finance — all rated five stars.

★★★★★
QuickBooks Cleanup & Accounting Process Improvement
Genevieve Barba · The Purple Carrot
★★★★★
Accountant / Bookkeeper for Startup
Joleen Ngone
★★★★★
Commercialization Assessment
Muhammad McCabe
★★★★★
Cap Table Setup
Jonathan Herpy Sr.
★★★★★
Catering Operations & Financial Audit
Haley Ritter
★★★★★
Comprehensive Business Valuation
Samuel Baird
★★★★★
Consultation for Pricing Strategy
Jaclyn Heatherman
★★★★★
Finance Expert Opinion — Beta Platform
Adriano Braz
★★★★★
Investor Ready Model
Justin Zhou
★★★★★
Investor Research — Startup Fundraising
Alice Okali
★★★★★
Early-Stage Startup Bookkeeper
Sundar Krishnaswami
★★★★★
Real Estate BRRRR Deal Analysis
Jasmine McCaskell
05Justin Shaak

Eight years owning the call — now yours to borrow

Justin built his career on the moment a number becomes a decision — greenlighting a $450M slate, or telling a founder their runway is seven months, not fourteen. Fort Road brings that same discipline to capital advisory and fractional CFO engagements.

Institutional foundation

Leading initiatives in financial infrastructure, product strategy, and digital transformation at major financial and production organizations — deep working knowledge of how capital gets deployed at scale.

Operator today

Fort Road was founded so founders, owners, and investors get advisors who've structured vehicles, originated deals, and built alongside operators — not just studied it in a deck.

Ready to make your next move?

Whether you're preparing to raise, exploring a transaction, or need a straight answer about your numbers — let's talk about what's next.

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