New — The Rework Operating Index: see what your operating system can support
CFO · Operations · Tax · Law · Capital

The partner ambitious companies trust to scale.

Rework builds the financial, operational, legal, tax, capital, and transaction infrastructure required to grow with clarity and control.

MONTHLY OPERATING REVIEW — ILLUSTRATIVELIVE
Cash runway
19 mo
Forecast-backed, updated weekly
Free cash flow
+14%
Improvement since onboarding
Enterprise value
+22%
Change over the engagement
Capital readiness
Ready
Lender and buyer package current
Fractional CFO
Tax Strategy
Legal Counsel
M&A Brokerage
Capital Access
Operating Cadence
01 — The problem

Scaling exposes everything.

Rework helps companies move from reactive management to controlled scale.

001
The numbers get more complex.
Reporting can no longer be reconstructed by memory
002
The decisions get bigger.
Each one now moves enterprise value
003
The team gets harder to manage.
Cadence replaces improvisation
004
Capital matters more.
Lenders and buyers price your discipline
005
Legal and tax decisions compound.
Structure set today is paid for at exit
006
The founder becomes the bottleneck.
Every answer still routes through one person
02 — Positioning

Built for the work scale requires.

Most firms solve one piece of the problem. Rework was built to see the whole system. Scaling companies need more than advice — they need infrastructure, cadence, judgment, and execution.

ClarityVisionScale
01
Clarity
Know what is happening, and where attention should go.
Financial visibility, identified constraints, and clear operating insight in place of reactive decisions.
02
Vision
Build the model, capital plan, and decision framework.
Ambition translated into a roadmap that can guide the team, investors, lenders, buyers, and the board.
03
Scale
Install the cadence and infrastructure to grow in control.
A professionalized operating rhythm, so growth becomes durable and more valuable.
Every decision moves down the chain
FinanceOperationsMarginCapitalStructureTaxTransactionsEnterprise value
03 — Proprietary IP

Know your scale capacity.

Most founders know they want to grow. Fewer know what their current operating system can actually support.

The Rework Operating Index evaluates the infrastructure behind the business — then identifies where improvement may unlock measurable financial upside.

Illustrative model. Upside based on improvements to margin, cash conversion, pricing, and operating discipline.

62/ 100
Your scale score
Developing structure
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REACTIVECONTROLLED SCALE
Drag to model a stronger operating system
Free cash flow
+7%
Enterprise value
+11%
Financial clarityDeveloping
Operating cadenceDeveloping
Margin performanceDeveloping
Capital readinessEmerging
Legal & tax structureEstablished
Exit readinessEmerging
04 — The platform

One platform for the work scaling companies actually need.

A CFO decision becomes a tax decision, then a legal one, then a capital one — and finally an enterprise value decision.

01
Rework Consulting
CFO leadership, FP&A, capital strategy, and operating support.
Senior financial and operational leadership embedded in the business: better visibility, stronger forecasts, cleaner decision rhythms.
Explore Consulting →
02
Rework Tax
Tax execution aligned with growth strategy.
As companies scale, tax becomes more than compliance — it becomes a lever on cash, structure, and eventual transaction value.
Explore Tax →
03
Rework Law
Fractional general counsel, flat monthly fee.
No disconnected advice. No surprise hourly bills. Counsel that already understands the numbers behind the decision.
Explore Law →
04
Rework Brokerage
The best exits are built before they are sold.
Exit planning, M&A readiness, buyer conversations, and diligence support — run by the team that already knows your numbers.
Explore Brokerage →
05 — The investment lens

Advisors with an owner's lens.

Through Rework Holdings, we selectively invest in and build businesses — giving our team a practical understanding of capital allocation, risk, ownership, and enterprise value creation.

Our investment activity is not a service line. It is part of the lens we bring to every client relationship.
Learn About Rework Holdings →
06 — Who we serve

Built for ambitious founders, not lifestyle businesses.

We partner with teams building significant ventures — companies with complexity, urgency, and the desire to scale with discipline. The right fit is not defined by revenue alone.

Our clients are typically past the point where basic bookkeeping, tax filing, or occasional advice is enough. They need senior judgment, operating cadence, forward-looking financial leadership, and a partner who can help them navigate decisions that affect the future value of the company.

If you want a vendor, we may not be the right fit.
If you want a partner in the work of scale, we should talk.
07 — Difference

What makes Rework different.

01
We operate where decisions happen.
Not episodic consultants who disappear after a deck. We work inside the operating rhythm, week after week.
02
We connect strategy to execution.
A model is only useful if it changes behavior. We bridge what the business should do and what the team does.
03
We bring the platform, not just the person.
Coordinated support across finance, operations, tax, law, capital, and transactions.
04
We think like owners.
Our work is grounded in enterprise value creation — the quality of the company being built.

Built by operators. Trusted by founders.

Rework brings together CFOs, operators, tax professionals, legal counsel, analysts, and transaction advisors to help companies scale with clarity and discipline.

$38M
Transactions supported
4-in-1
CFO, tax, law, and brokerage under one platform
Sarasota
Based in Florida, nationally capable
Private
Built for scaling private companies

Ready to scale with discipline?

The next stage will ask more of your numbers, your leadership team, your systems, your capital strategy, and your advisors.