Frequently Asked Questions

With over 25 years of finance experience & a CFA, 3 WEST Advisory delivers tailored Fractional CFO, Transaction, Cross-Border & Capital Advisory services. We simplify complexity, provide data-driven insights & ensure confident decisions, maximizing value for your business with a client-centric approach.

We serve technology, healthcare, manufacturing, retail & professional services, leveraging deep industry knowledge. Our strategic planning & valuation expertise ensure tailored solutions that address sector-specific challenges, driving growth & confidence across diverse markets for your business success.

We start with a thorough assessment of your goals, financials & challenges, tailoring Fractional CFO, Transaction, or Capital Advisory solutions. Our data-driven strategies align with your objectives, ensuring flexibility & ongoing value as your business evolves, delivering clarity & confidence.

Our process begins with a consultation to assess needs, followed by tailored strategies, implementation & ongoing support. Whether for Fractional CFO or Cross-Border Advisory, we deliver insights, plans & reporting to ensure clarity, alignment & value throughout your engagement.

We use strict confidentiality agreements, secure data rooms & encrypted channels to protect your information across all services. Our rigorous protocols safeguard financial & strategic data, ensuring trust & security whether for Transaction Advisory or Capital Advisory engagements.

Within 30 days, expect a strategic roadmap, initial financial insights, or investor-ready materials, depending on your service (e.g., Fractional CFO, Capital Advisory). We deliver actionable clarity, aligning with your goals to drive confident decisions & measurable progress.

We integrate with your finance, accounting, or leadership teams, leveraging existing data to enhance capabilities. Our collaborative approach ensures seamless support for Fractional CFO or Transaction Advisory, building your team’s strengths while delivering strategic value & confidence.

Pricing is customized via monthly retainers or project-based fees, tailored to your needs (e.g., Cross-Border or Capital Advisory). We align scope & deliverables in an initial consultation, ensuring cost-effective solutions that maximize value for your business.