Unfolding Values is a specialist finance firm for small US-listed public companies. Founder-led, and built on one repeatable standard. So the work holds up no matter who runs it, and senior-partner quality is the floor, not the exception.

I have spent the last decade in public-company finance. Starting as a contractor to a US-listed company, and the last ten years leading finance and accounting: controllership, SEC reporting, and the technical accounting that has to be right the first time. Along the way I helped raise and structure $50M+ in registered offerings and private placements, and went through every audit-committee cycle with zero restatements, zero late filings, and zero audit qualifications.
I started Unfolding Values because founders and CFOs kept calling for exactly this. Senior public-company finance work, without a full-time hire or Big 4 rates. So I built it as a firm around a standard, not a personality: the same four-gate method on every file, documented so the quality holds up no matter who runs it. That's deliberate. Unfolding Values is meant to grow beyond me and outlast any one desk, mine included.
Most of the companies we work with already have the product, the market, and the grit. What pins them down is compliance and technical accounting. A late 10-K, a comment letter, a going-concern footnote, a control that won't remediate. The phoenix is the founder who rises through that fire. Our job is to be the ones in the room who have found the way out of the ashes before.
This is the standard every Unfolding Values engagement runs on. The same quality protocol that protects a live SEC filing calendar, applied to your books. Four gates, in order, with your sign-off before anything reaches your auditor or your board. It's written down on purpose: a method the firm runs, not a habit that lives in one person's head.
Every source listed, dated, and reconciled to scope before any work starts. You sign off on the manifest. No "we'll find it later."
One document at a time, every extract traced back to source. Any difference over a dollar is investigated, not waved through.
Formulas only, no hardcodes. Every total verified by a second, separate method before a number leaves the room.
One latest version exists. Workbook, memo, board doc, and email all agree. You approve before anything ships.
Senior-partner work, start to finish. A senior partner leads every deliverable. Never a junior learning on your dime.
Month-to-month, no lock-in. Flat retainers or fixed-fee projects, scoped in writing before any work begins.
Not an audit firm. We don't perform audits or attest services. We sit on your side of the table and make the auditor's job easier.
We'll tell you if we're not the fit. If an engagement conflicts with our obligations or isn't our strength, we'll say so up front.
Tell us your ticker and what's on your plate. If we're the right fit, we'll say so. And if we're not, we'll tell you that too.
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