Financial Operating System Diagnostics for Asset-Intensive Leadership Teams
Strengthening reporting integrity, cash visibility, and governance alignment in complex, multi-entity environments. Independent. Time-bound. Board-ready.
THE CHALLENGE
Reporting Volume Is Not the Same as Financial Clarity
As organizations scale, financial reporting expands. Dashboards multiply. Entities increase. Capital structures become layered. Governance frameworks evolve unevenly.
Over time, leadership teams may encounter decision friction despite sophisticated reporting.
Common inflection points include:
• Asset-level data that does not aggregate cleanly to portfolio insight
• Inconsistent KPI definitions across entities
• Fragmented cash visibility across ownership structures
• Control thresholds that no longer reflect current scale
• Reporting that requires interpretation before decision
These are not accounting failures.
They are structural misalignments within the financial operating system
WHAT WE DO
Financial Operating System Diagnostics
Hazel Advisory conducts structured, independent assessments of how financial and operational information flows to executive decision-makers in asset-intensive organizations.
Each engagement evaluates:
• Reporting integrity across entities
• Portfolio-level cash visibility
• Governance and control alignment relative to complexity
• Executive reporting cadence and decision frameworks
• Structural friction affecting leadership confidence
Engagements are designed to surface clarity gaps before they constrain performance, investor confidence, or enterprise value.
WHEN ENGAGEMENT IS VALUABLE
Hazel Advisory is typically engaged during periods of:
- Portfolio expansion or multi-entity growth
- Recapitalization or lender scrutiny
- Audit preparation or governance review
- Executive reporting redesign
- Organizational complexity inflection points
Our diagnostics provide independent perspective at moments when leadership cannot afford ambiguity.
ENGAGEMENT STRUCTURE
Structured. Disciplined. Time-Bound.
Each diagnostic engagement typically includes:
- Executive interviews
- Multi-entity workflow mapping
- Reporting and cash visibility assessment
- Governance and control alignment review
- Board-ready synthesis of findings and priorities
Engagements are project-based and fixed-fee, ensuring clarity of scope and independence of analysis.
CONTINUITY OPTION
Executive Governance & Financial Clarity Oversight
Following a diagnostic, select clients engage Hazel Advisory in a structured continuity phase designed to maintain reporting integrity and governance alignment as scale evolves.
This optional engagement provides disciplined oversight without operational intrusion.
About Hazel Advisory
Hazel Advisory is an executive advisory firm serving asset-intensive organizations operating within complex, capital-intensive environments.
We partner with ownership groups, CFOs, and executive leadership teams to strengthen financial clarity and governance alignment in multi-entity structures.
Engagements are confidential and typically initiated through executive referral or direct inquiry.
Request an Introduction
Hazel Advisory engagements are selective and structured to preserve executive discretion.
To request an introductory conversation, please contact us.