ATMA GROUP

Growth Partners for Ambitious Businesses

Investor Mindset. Founder Focused.

Investment firms bring financial and strategic infrastructure to drive value. Why shouldn't all founders have access to that?

Our mission is to be the definitive operating-CFO partner for founder-led businesses in the lower middle market- the firm owners trust as the financial leader on their team; maximizing enterprise value at a fraction of the cost of a full-time CFO with no equity trade. Let the value accrue to founders, not third parties.

We use "The Atma 5" framework to deliver an infrastructure-led approach to building analytical rigor and driving sustainable value to your business.

Leverage our decades of experience partnering with founders and investors to accelerate your growth, profitability, and enterprise value.

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What We Offer

Investor Mindset. Founder Focused. The PE/VC caliber operating CFO for SMBs - without giving up equity.

Fractional CFO Services. Plus.

Investor-grade financial partnership without the full-time commitment or equity dilution. Backed by 25+ years scaling 500+ businesses.

The Foundation Layer: We believe value creation starts with world class finance infrastructure that is used for strategy, not just compliance. We build audit-ready, investment grade models, tools, and infrastructure with your team to drive your business forward.
The Operating Layer: With decades of CFO experience in founder-led organizations, we act as financial leaders inside organizations to help make strategic and financial decisions with confidence and consistency.
The Value Layer: We leverage the foundation and operating layers to drive enterprise value, long-term strategic plan, M&A/exit readiness, and long-term goal attainment.

Why Atma Group

Our founder-centric mission coupled with our decades advising 500+ SMBs and closing over 100 transactions enable entrepreneurs use finance as a weapon to drive business value that are usually reserved for investment firms.

Who We Serve

Growth Oriented, Founder-Led Businesses: Enterprise Value is our north star, and we want our partners to have that same alignment.
$5M-$100M Revenue Companies: With industry experience across multiple verticals, we have catered our services to lower middle market businesses needing financial infrastructure and strategic decision making to support growth
Value Add Financial Sponsor Firms: We've worked with many entrepreneurial-minded PE/VC firms to serve as financial partners and leaders to their portfolio companies.
Businesses at Inflection Points: Exit readiness. Rapid growth. Strategic crossroads. We help founders navigate through these challenges at the most critical times in their business.

Why Use Us

Operators not Advisors: We have built finance infrastructure from zero to scale at multiple businesses. Every senior person has been in the seat.
Decades of Leadership: We've got decades of finance leadership with a proven track record of growing revenue, profitability, and successful exits.
Meet You Where You At: We've worked with many founders. We've worked across many business seasons to help you navigate through your current constraint and beyond.
Transaction Expert: Investment firms use playbooks to create enterprise value and exit businesses. We leverage our experience of over 100 closed deals valued at $4B to bring those toolkits whether you want to sell the business or not.

Connect

Get in touch with Atma Group

raki@atmagroupllc.com