AI-enabled advisory practice
AI-powered corporate finance leadership, without the full-time overhead.
Touchstone Corporate Finance pairs decades of CFO, M&A, and tax expertise with an AI-driven analytics practice — the same caliber of insight the Fortune 500 uses, sized and priced for a business your size.
Statement of experience
What our team brings to an engagement
The gap we fill
Experienced, affordable corporate finance talent is scarce in the middle market. Yet a sound finance strategy — one that puts technology to work — is exactly what lets a growing company become a larger, more resilient one.
Today's CEOs are stretched thin: setting vision, running the business day to day, and still expected to master capital structure, M&A readiness, and performance management. Most don't have a CFO on staff who can carry that weight, and hiring one full-time is often more than the business needs, or can justify.
Touchstone Corporate Finance is a corporate finance strategy and outsourced CFO firm built for exactly that gap. Our team pairs decades of experience inside large corporations and top-five consulting firms with an AI-driven analytics practice — bringing that same caliber of thinking, sharpened by the same tools the Fortune 500 uses, to companies that are still growing into it.
Who's behind the work
Touchstone Corporate Finance is built around senior operators, not junior analysts. Every engagement is staffed by professionals who have spent their careers inside investment banks, private equity firms, Fortune 500 finance organizations, and top-five consulting practices — the same caliber of talent the Fortune 500 keeps on staff, brought in only when a client actually needs it.
Our advisors hold the licensing and credentials the work calls for — FINRA registrations, state insurance licenses, and professional certifications spanning corporate finance, wealth management, and tax — and several have authored published work on corporate governance, restructuring, entrepreneurship by acquisition, private pooled fund formation, private capital playbooks, AI-powered estate planning, portfolio & wealth management, and cybersecurity for boards and business leaders.
Where AI does the heavy lifting
AI isn't a bolt-on service line here — it runs underneath the work in every practice area, catching what a spreadsheet-driven process would miss.
Predictive cash-flow forecasting
Models trained on your own historical cash cycles flag a shortfall weeks before it would show up on a spreadsheet.
Real-time dashboards & anomaly detection
Continuous monitoring surfaces unusual transactions and variances the moment they occur, not at month-end.
AI-powered Monte Carlo simulations
Thousands of randomized scenario runs turn a single-point IRR or valuation into a probability range — showing a client the odds of a capex project, cash position, or deal actually landing where the model says it will.
Document intelligence for diligence
AI-assisted review of contracts, ledgers, and data rooms speeds up M&A and lending diligence without cutting rigor.
Automated close & reconciliation
Machine-matched transactions cut manual reconciliation time and catch errors a monthly close would otherwise miss.
AI-benchmarked valuation & comps
Real-time market comp analysis keeps valuation work current instead of relying on last quarter's multiples.
What we do
Seven practice areas, each covering the full range you'd expect from a partner, not a specialist. Lines marked AI are where our AI-driven analytics do meaningful work. Select any line for the complete scope.
- Fractional CFO
- FP&A
- Cash-flow managementAI
- Financial reporting
- Working capital
- Budgeting & forecasting
- Financial modelingAI
- AI-powered performance management
- Capex feasibility & IRR/ROI analysis
- Buy-side advisory
- Sell-side advisory
- Due diligenceAI
- ValuationAI
- Deal structuring
- Roll-up strategy
- Post-merger integration
- Quality of Earnings (QoE) reportsAI
- Earnout & rollover equity structuring
- Debt capital market advisory
- Equity capital market advisory
- Credit facility structuring
- Working capital modeling
- Liquidity managementAI
- Lender & investor relations
- ABL & mezzanine debt feasibility
- SBA lending advisory
- Cash-flow stabilization
- Debt restructuring
- Cost reduction
- Capital structure optimization
- Turnaround planning
- Crisis management
- 13-week cash flow modelingAI
- DIP financing advisory
- Business tax strategy
- Entity structuring
- Tax-efficient transactions
- Owner tax planning
- M&A tax planning
- Exit tax strategy
- Cost segregation study advisory
- R&D tax credit studies
- QSBS & §1244 stock planning
- Opportunity Zone (QOZ) strategies
- Equity compensation tax structuring (ISO, ESPP, §83(b)/(i))
- 409A valuation advisoryAI
- Retirement plan review
- Bookkeeping
- Outsourced controller services
- Month-end closeAI
- Bank & account reconciliationAI
- Management reportingAI
- Books cleanup & catch-up
- Growth strategy
- Profitability improvement
- Succession
- Exit readiness
- Business valuationAI
- Capital strategy
- Board & governance advisory
- ESOP feasibility advisory
- Buy-sell agreement review
- Estate & wealth planning coordination
- Investment portfolio risk analysis
- Executive retention & equity compensation design
- Business continuity planning
What AI-powered advisory looks like in practice
Representative client scenarios — details anonymized and composited to protect confidentiality.
Manufacturing · $60M revenue
45 days of early warning before a cash crunch would have hit
Challenge: Three plants, spreadsheet-based forecasting, and no visibility into a tightening cash position until it was already a problem.
AI-powered approach: A predictive cash-flow model trained on ERP and banking data flagged the shortfall 45 days before it would have appeared on a spreadsheet.
Healthcare services roll-up · PE-backed
Three extra acquisitions closed on the same diligence team
Challenge: Multiple acquisition targets a month, with diligence turnaround becoming the bottleneck to closing deals.
AI-powered approach: AI-assisted document review cut Quality of Earnings turnaround from six weeks to two, without cutting rigor.
Family-owned distribution business
18% higher sale price after fixing the right value drivers first
Challenge: An owner ready to sell, but unsure which margin and working-capital levers were actually depressing the company's value.
AI-powered approach: AI-benchmarked valuation modeling compared the business to real-time market comps and flagged the levers buyers would discount hardest.
Tech-enabled services company
A 15-day close cut down to 4
Challenge: A month-end close that ran late almost every month and left the controller no time for forecasting.
AI-powered approach: Machine-matched reconciliation and anomaly detection automated the repetitive share of the close.
Five ways to bring us in
Every engagement starts with the same question: how much CFO does this situation actually require?
On-Demand CFO
Support exactly when you need it — nothing standing by on the payroll when you don't.
Fractional CFO
Part-time, senior-level finance leadership at a fraction of a full-time salary.
Interim CFO
A steady hand in the seat while you search for a permanent successor.
Project-Based CFO
Focused expertise to underwrite a specific capex decision or initiative.
Virtual CFO
An outside expert opinion on strategy, without adding a seat of headcount.
Who we're aligned with
Our team is active in the trade organizations that set the standard for corporate finance, restructuring, and private capital.
Build your bench, or join ours
We're always looking for bright interns and experienced sales and corporate finance professionals to join the partnership.
Regional Sales Partner
15+ years of consultative sales experience selling financial products or services, with a strong network of senior corporate executive relationships.
CFO Partner
A senior, partner-level role open in multiple metro areas nationwide. 20+ years of corporate finance leadership, an MBA/MS in Finance, CFA, or CPA — built for former executives who want flexible, high-impact work on their own schedule.
Get in touch
Three offices, one team. Reach out and a partner will follow up directly.
Headquarters
32 N Gould StreetSheridan, WY 82801
Midwest Office
1111 Plaza DriveSchaumburg, IL 60173
West Coast Office
601 S Figueroa StLos Angeles, CA 90071