We build the financial infrastructure — accounting systems, models, capital structure, treasury — that turns operating businesses into acquirable assets. Franchisees, developers, and service companies hire Ironpeak when they're done improvising.
Revenue got serious. The finance function didn't. The P&L arrives three weeks late, the "model" is a spreadsheet only one person understands, debt was structured by whoever answered the phone at the bank — and nobody can say what the business is actually worth. That gap has a price, and you're paying it monthly.
Decisions made on bank balance and gut feel, because the reporting is late, wrong, or both.
Lenders and investors price uncertainty. Messy financials are uncertainty — and you pay for it in rate, covenants, and guarantees.
Buyers don't pay premiums for businesses they can't underwrite. Diligence is where value goes to die.
Clean GL, real close calendar, management reporting that arrives on time and holds up in diligence. The books buyers believe.
Operating models, development pro formas, and scenario engines built for decisions — pricing a new unit, timing a raise, stress-testing a downturn.
Debt and equity structured deliberately: right instrument, right terms, right lenders. We run the process so you negotiate from strength.
Know what it's worth, know what moves the number, and close the gap — years before a buyer ever asks.
Cash visibility across entities, banking architecture, controls. Every dollar has a job and a location.
Fund structures, waterfalls, investor reporting, and the back office to support them — for operators going institutional.
Consolidating locations, standardizing accounting across entities, and packaging for the roll-up conversation.
Lender-grade pro formas, fund structures, and investor reporting that raises the next round faster.
The exact profile private equity is hunting — with institutional numbers ready before the knock on the door.
We measure our work the way you will: in dollars saved, capital raised, and deals closed. Details anonymized; outcomes real.
A 10+ unit QSR franchisee with the ambition to triple — but no holding company, no institutional finance function, and no story built for investors.
Holding company formation, counsel appointment, vendor selection, treasury build-out, operating model engineered around a 7-year exit, investor materials, diligence and investor meeting support, live performance dashboards.
An established 30+ unit franchisee pursuing 100+ units — with infrastructure and investor materials that hadn't kept pace with the ambition.
The same institutional playbook at three times the scale: holding structure, treasury functions, growth and exit modeling, investor meetings, diligence support, and reporting dashboards.
A developer running a growing portfolio on QuickBooks, making sell-versus-hold calls on instinct, and fielding investor interest without a fund structure to receive it.
Institutional accounting platform to replace QuickBooks, property-level sell-vs-rent decision models, fund structuring, and direct support on investor calls.
One call plus a look under the hood. You get a straight assessment of where the finance function is and what it's costing you — whether or not we work together.
A prioritized build plan: systems, models, structure, sequence, and price. Fixed scope, no meter running.
We install the infrastructure and operate as your CFO team — until your team can run it, or all the way through your exit.
Most businesses meet real financial discipline for the first time in the worst possible room: across the table from a buyer's diligence team. Ironpeak exists so our clients walk into that room having set it up themselves.
Ironpeak is led by Jonathan Golan, CPA — Chief Accounting Officer & Managing Director of an alternative credit fund at a leading $300B+ alternative asset manager, where he built the fund's accounting and finance function from the ground up and helped lead the largest private-phase interval fund launch in history. Before that, he ran finance for the world's second-largest BDC, leading 50+ professionals across SEC reporting, treasury, capital structuring, and fund operations.
Ironpeak brings that institutional playbook — the one PE-backed platforms get on day one — to franchisees, developers, and operators building toward a raise or an exit.
CPA · 12+ years in institutional fund finance
A full-time CFO with transaction experience runs $250–400K+ fully loaded. Ironpeak engagements are fixed-scope monthly retainers priced well below that — senior-level judgment without the fixed cost or the recruiting risk. Exact pricing comes with the blueprint, after the diagnostic.
Above them, not instead of them. Your bookkeeper records the past; your CPA files it. Ironpeak builds the layer that runs the future — reporting, modeling, capital strategy, and deal readiness. We make both of their jobs easier.
Exit-ready and well-run are the same thing. The infrastructure that gets you a premium multiple in five years is the same infrastructure that gets you better loan terms and faster decisions today. Nobody has ever regretted clean books early.
A 30-minute call, then a diagnostic review of your current setup. You receive a written assessment and a fixed-scope proposal. If it's not a fit, you keep the assessment — no charge, no pressure.
Usually, yes. We recommend replacing systems only when they're genuinely the constraint. The diagnostic tells us which situation you're in.
Every month on improvised numbers costs money you can't see. The call is free, the assessment is honest, and the worst outcome is a clear-eyed view of where you stand.
Book a Strategy Call30 minutes · Direct with Jonathan, not a sales team · Walk away with an honest read