10 days to a clear plan for cash, capital, and profitability
A lightweight engagement that delivers answers and an actionable playbook
What leaders like you have to say
Ben helps brands make decisions proactively through seasoned strategic finance analyses you know you need but don’t know how or when to deliver. I wish he had been around when I was leading finance at Chubbies. Dave Wardell Former CFO & President, Chubbies ★★★★★
Some world-class brands I’ve learned from
The 10-Day Playbook
For busy founders who need clear answers, actionable priorities, and confidence in their next financial moves.
What It Is
A short, focused engagement that gives you the financial clarity of a seasoned CFO without the overhead or long-term commitment. You’ll walk away with a concise, prioritized playbook showing exactly what to fix, why it matters, and how to do it.
What It’s Not
❌ Not a fractional CFO retainer or ongoing bookkeeping service
❌ Not a software platform, dashboard, or subscription
❌ Not another multi month consulting project
✅ A fast, lightweight sprint that delivers answers you can act on immediately
What You’ll Get
- Expert advice from someone who’s seen it before
- Financial deep dive
- Diagnostic call to clarify goals and challenges
- Prioritized playbook ranked by Impact × Effort across cash, capital, and profitability
- Working sessions to walk through findings and decisions
- Optional follow-on help if you want guidance implementing projects
Timeline
Delivered in 10 calendar days from data receipt.
Pricing
- $3,000 for typical DTC/omnichannel brands up to ~$20M revenue
- $5,000 for multi-brand, wholesale, >$20M or more complex operations
(These are fixed fee, multi-hour, intensive sprints)
How It Works
A straightforward, low lift process that gets you clarity fast
Step 1 — Intro Call (30 min)
We’ll discuss your situation, goals, and challenges
You’ll learn what info I’ll need and whether the Playbook is the right fit
(No cost or commitment)
Step 2 — Share Your Data (1–2 hours total)
You or your team provide logins or exports (P&L, Balance Sheet, CF Statement, Shopify etc)
No new dashboards, templates, or integrations
I review independently so you stay focused on the business
Step 3 — Review & Playbook Delivery (10 days)
We meet to walk through your personalized Playbook and discuss issues, opportunities, and quick wins for cash, capital, and profitability
Projects ranked by Impact × Effort with estimated time and resources
You decide what to execute yourself or if you’d like help
Why Founders Work With Me
Financial clarity isn’t about more data; it’s about better judgment.
I’ve spent 20+ years helping founders, investors, and boards make difficult financial decisions from managing cash crunches to structuring capital and improving profitability.
Founders call me when:
- Cash is tight and they need to understand their options
- Profit is inconsistent and they’re unsure what to fix first
- They’re weighing debt, equity, or investor decisions
- They want an experienced, independent perspective before the next move
What they get is straight talk, clarity, and practical solutions that fit their business without adding complexity or overhead.
Ben Tregoe
Ex-banking & PE finance pro, specialist in premium e-commerce brands, multi-time founder & operator.
I started my career in investment banking and moved to an in-house PE fund at Lazard Freres. After a detour into TV writing at Disney, I got into start ups including two ecomm brands. I worked with Facebook for 9 years as part of my job as head of BD and Corp Dev at nanigans which for several years was Facebook’s largest marketing partner. In addition to working with eBay, Wayfair and Zappos, nanigans worked with leading DTC brands like Peloton, Glossier, Harry’s and dozens more. I sourced and closed our $24 million B round with Chinese investors, set up our international efforts across Asia and EMEA and managed our exit sale to Sprinklr.
Prior to consulting, I was the founding CEO of Drivepoint which is a leading FP&A platform for ecomm companies and there I spoke with over two hundred founders and worked with Oats Overnight, Branch Furniture, Ibex, Geologie and a couple dozen more brands. I have dealt with many of the challenges brand leaders face including a demanding board.
Knowledge Base for Brand Finance
Latest case studies
Elephant Herd public company financial index
Detailed financial metrics for 50+ public companies
People to follow & learn from
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Get in Touch
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