CREST PARK

Crest Park

Capital and operating experience, alongside owners.

About

Crest Park combines capital and operating experience to build enterprise value with the business owners we partner with.

Owners lead. We help them build.

You know your business. We bring the money, the back office and the deal work that help it grow.

Capital

Equity alongside owners, deal structure, and access to investors and lenders.

Operations

A finance and operations team that runs the back office: books, close, payroll and reporting.

M&A

Buy-side and sell-side work, from the first model through closing and integration.

How we partner

One team, set up to fit the business.

Who we work with

Owners of small and mid-sized companies who want to grow, add on or get ready for what's next.

How we work

  • A monthly operating retainer
  • An equity stake alongside the owner
  • Or both, structured together

Our approach

How we show up.

Alignment

We do well when you do. Fees are fixed and agreed up front.

Owners lead

You keep final say. We bring the tools, the people and the time.

Clear numbers

Monthly close by business day 10. KPIs you can trust and act on.

Speed

We move fast and clear what slows the business down.

Integrity

We say what we see, even when it's hard to hear.

The long run

We build relationships that last past the deal and the engagement.

What we do

Fractional CFO and COO.

Every engagement starts with a Diagnostic. Each tier after it includes the one before.

First 30 days

Diagnostic

  • Clean, caught-up books
  • A chart of accounts that fits
  • A map of systems, today and target
  • Agreed KPIs
  • A baseline: revenue, EBITDA, margins
  • A 100-day plan
Monthly

Foundation

  • Bookkeeping
  • Monthly close
  • AP and AR
  • Payroll administration
  • Contract register
Monthly

Operating

  • Foundation, plus:
  • FP&A and annual budget
  • KPI dashboard
  • Treasury and cash
  • HR administration
  • System integrations and custom AI tools
  • Monthly operating review
Ongoing or per deal

Strategic

  • Operating, plus:
  • A 1-2 year value-creation plan
  • Quarterly board-style review
  • Exit readiness
  • M&A: structure, diligence, documents, integration

Our process

From first call to what's next.

  1. 01

    Get to know you

    We learn the business and what the owner wants from it.

  2. 02

    Diagnose

    In 30 days: clean books, a baseline and a 100-day plan.

  3. 03

    Agree the structure

    A retainer, an equity stake or both, set to fit your goals.

  4. 04

    Run the back office

    We handle the close, reporting and payroll so you can run the business.

  5. 05

    Build value

    Better margins, stronger cash and add-on acquisitions.

  6. 06

    Get ready for what's next

    A recap, a sale or the next stage of growth, on your timeline.

Let's talk.

Tell us about your business and where you want to take it.

trevor@crestpark.co