01 / FINANCE
Fractional CFO &
Financial Leadership
Financial visibility, forecasting, reporting, cash management, profitability analysis, and decision support.
INDEPENDENT OPERATING & STRATEGIC ADVISORY
Built for the
next chapter.
Hands-on financial, operational, and strategic leadership for businesses navigating growth, complexity, and change.
OPERATING DISCIPLINE. STRATEGIC PERSPECTIVE.
01 / 03
THE FIRST 100 DAYS
A plan that becomes a practice.
Illustrative sequence. Tailored to the business.
DAYS 1–15
Establish control.
Cash forecast, people & critical risks
DAYS 16–30
Build the financial baseline.
Margins, pricing & working capital
DAYS 31–60
Execute quick wins.
Collections, cost & profitable growth
DAYS 61–90
Scale value creation.
Scorecards, systems & accountability
DAYS 91–100
Set the 3–5 year plan.
Board-ready strategy & capital priorities
THE ORCA PERSPECTIVE
Advice is useful.
Execution changes
the outcome.
Most businesses don't need another presentation. They need experienced leadership that can connect strategy to financial performance—and turn priorities into progress.
Orca Operating Partners works alongside owners, executives, and investors to build stronger operating foundations, make better decisions, and create lasting enterprise value.
How we help ↗ WHAT WE DO
Where we
create value.
Fractional CFO &
02 / OPERATIONS
Operating Strategy
& Execution
Operating models, performance management, organizational effectiveness, process improvement, and scalable systems.
03 / TRANSACTIONS
Corporate Development
& Value Creation
Acquisition strategy, commercial diligence, integration planning, strategic partnerships, and investor readiness.
READY TO CONNECT?
Book an introductory call Let’s discuss what’s next.
Start with a conversation about your priorities and the opportunities ahead.
WHO WE PARTNER WITH
Built for pivotal
moments.
01
Founder-led & owner-operated businesses
Professionalizing finance and operations without building unnecessary overhead.
02
Private equity & investment partners
Supporting portfolio performance, value creation initiatives, and transaction readiness.
03
Leadership teams in transition
Adding focused executive capacity during growth, transformation, or strategic change.
ORCA PERSPECTIVES
Explore Insights Learn more insights from our thought leadership.
Practical thinking on finance, operating performance, and the decisions that build lasting enterprise value.
A CONVERSATION IS A GOOD PLACE TO START
Book an introductory call Your next chapter deserves a plan.
Explore where focused operating and financial leadership can make a difference.
THE PEOPLE BEHIND ORCA
Experienced leadership.
Personal commitment.
Orca is built around direct access to senior operating and financial leadership—not layers of account management. Every engagement starts with understanding the people, decisions, and priorities behind the numbers.
FOUNDER & MANAGING PARTNER
Clifton Schaller
Operating and financial executive with leadership experience across Morningstar, FutureVault, Nitrogen Wealth, and boutique professional services. His work spans P&L leadership, strategic finance, operational improvement, corporate development, and growth execution.
Work directly with the person responsible for the engagement.
Contact supportBuilt to fit the mandate.Specialist capabilities can be brought into an engagement as needed; the relationship stays personal and accountable.
THE VALUE OF EXECUTION
What could an operating partner unlock?
Model the potential annual EBITDA impact of revenue growth and operating improvements—then compare it with the cost of an operating partner. Adjust the assumptions to fit your business.
Your business assumptions
Revenue growth is valued at your current EBITDA margin; margin improvement is applied to existing revenue. This keeps the two drivers distinct in the illustrative model.
Illustrative annual impact
EBITDA from revenue growth$75,000
EBITDA from margin improvement$200,000
Total EBITDA uplift$275,000
Net annual value after partner cost$125,000
Return on partner cost83%
Estimated payback period6.5 months
Illustrative scenario, not a forecast or guarantee. Actual outcomes depend on execution, timing, market conditions, and the scope of engagement. ROI is net annual value divided by annual partner cost; payback assumes even realization across the year.
Discuss your opportunity ↗Tell us what you are building.
A few details help us understand the business, the mandate, and where we can make an immediate difference.