RollForge Advisory is a business advisory and CFO services practice led by John Barkeley, CPA, serving business owners, CEOs, buyers, and leadership teams. It provides senior, independent finance judgment and hands-on support for important operating, growth, and transaction decisions. Engagements are tailored to the client’s goals and begin with an agreed written scope, deliverables, timeline, and fee.

Services include buy-side acquisition support, deal review, diligence, financing and integration planning, sell-side and exit readiness, and interim transaction finance leadership. RollForge also assesses finance functions, supports systems modernization and finance hiring, and helps businesses select and manage outside providers. Additional work includes capital planning, runway and scenario modeling, raise or credit-facility preparation, market research, pricing reviews, board and lender materials, and scoped second opinions.

Barkeley brings experience in CFO and finance leadership, technology investment banking, M&A, capital raises, audit, and credit diligence. His background includes executing equity raises, supporting an acquisition through closing and integration, and modernizing finance systems.