Fractional CFO & Corporate Advisory
To Drive Investment, Growth & Exit Value

We bring capital markets expertise & structured financial insight to help growth-focussed companies raise capital, make better decisions & maximize enterprise value

Why Choose 3 WEST

Financial Clarity.
Confident Decisions.
Better Capital.

3 WEST is a forward-looking strategic advisory firm that helps maximize company value by getting precise about your plans, financial needs, return potential, transaction readiness, and available opportunities.

Our combination of financial clarity and hands-on support enables more decisive action and higher-value decisions — delivering insights and eliminating guesswork to accelerate growth, attract capital, and move the value needle.

We prioritize working with entrepreneurs and stories that recognize their responsibility to society and the environment — and act on it.

Compass guiding financial and global strategies Arrow pointing to growth and international opportunities

Expert Financial Leadership When & How You Need It

Fractional CFO

We deliver FP&A services (budgeting, forecasting, cash flow planning, variance analysis, KPIs, dashboards, & scenario modeling), ROI evaluation, capital structuring, & risk management. Grounded in real-time data, we optimize resources, access capital, improve decisions, & drive growth to maximize value.

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Transaction Advisory

We advise on M&A, IPOs & RTOs. On the buy-side, we perform comprehensive due diligence & post-merger operations for risk & value, then support negotiations. On the sell-side, we prepare your company to maximize value, create CIMs & valuation reports, populate data rooms & optimize deal terms. We focus on helping you close with confidence.

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Cross-Border Advisory

International structuring, tax strategy & optimization, transfer pricing, entity setup, asset migration & capital repatriation - all delivered with the structural integrity & scalability required to support global expansion & retain financial flexibility across jurisdictions.

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Capital Advisory

We build investment-focused narratives, pitch decks, & valuation reports supported by detailed forecasts, clean data rooms & a strategy to maximize your value - whether through equity, debt, or grant-funding. We get specific on risk/return within your best investment thesis, helping generate capital easier & at better terms.

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David West, CFA

Strategic CFO & Transaction Advisor

I’m a CFA Charterholder with 20+ years of experience in the finance industry. I founded 3 WEST in 2015 (then West Valuation Partners) to bring high-level financial strategy & support to growing companies.

Before that, I spent seven years as a sell-side equity analyst with a national investment bank, earning two national Thomson Reuters Starmine awards. I also served as VP at a private equity group managing $4.5 billion in assets, where I gained a deep understanding of how investors evaluate businesses.

Clients come to me for financial insight, structure, & strategic clarity - my objective is to make working together as enjoyable as it is impactful.

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Trusted by Business Leaders...

Chenny Xia

Chenny Xia

GOTCARE, CEO

As CEO, I've engaged with numerous CFAs to support key business activities, but David West truly stands out. His unmatched expertise was pivotal during our last two critical financing rounds, seamlessly blending strategic guidance with genuine commitment.

Janey Buzugbe

Janey Buzugbe

IMMIDUCATION, CEO

Working with David was an invaluable experience for my business & for my learning as a Founder/CEO. David took the time to explain financial aspects of M&A for my company that I could not have foreseen. His expertise & experience are top notch; but what made him stand out to me is his heart, patience & follow through. I'd recommend David any day.

Paul Needham

Paul Needham

ARCA CLIMATE, CEO

David West has been instrumental in helping us understand project economics, model growth scenarios, negotiate transactions & mobilize grants & investment. Working first on the foundations of our financial model, we were then able to leverage that tool to support contract negotiations with a major partner. Our financial tools – built & supported by David – have helped us win grant support & prepare for our next equity raise.

See Our Case Studies

No Guesswork. No Gaps.
Just the Financial Clarity to Move Forward with Confidence.

Whether you're evaluating an investment project, raising capital, entering new markets, preparing for a transaction or looking to make your finances more efficient overall — we deliver value.

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Helping you Navigate

What is a Fractional CFO?
Fractional CFO

Maximizing Business Growth: Where a Fractional CFO Provides Best Value

The capabilities of a Fractional CFO can be wide-ranging, but some roles may not be a proper fit.

 Forecasting Revenue
Cash Flow Management

Forecasting Revenue for Startups & Scaleups: Never Just Top-Down...

Bottom-up forecasts are essential for meaningful KPIs, investor confidence & execution clarity.

 Arca Climate Case Study
Case Study

How Arca Climate Built Insight into Cash Flow & Raised Capital

A case study of a carbon capture company’s financial narrative & capital raise.
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