Fractional CFO Advisory · ITAD & SMB

Build a Business That Runs
Without You at the Centre.

CFO infrastructure that unlocks cash, recovers margin, and builds enterprise value — in 90 days.

▶  Book Your ASCEND™ CFO Diagnostic
The Problem

Growth Is Exposing the Gaps Your Business Cannot Afford to Ignore.

Most ITAD SMB owners reach $3M, $5M, even $10M in revenue by doing everything themselves. That drive built the business. It is also the reason scaling has become so difficult.

"Systems create freedom. Chaos creates founder dependence."

— Naipaul Sheosankar, MBA, CPA · Founder, ACT ASCEND™ Partners

You are managing by instinct, not by data. Without real-time visibility into working capital, receivables, and cash position, every financial decision carries unnecessary risk. The business runs — but you are always the one holding it together.

$8M Cash unlocked through AR automation at a PE-backed ITAD firm

Asset recovery rates, billing cycles, and working capital leakage go untracked. Profit disappears in the gaps between operations and finance — slowly enough that you do not notice until it becomes a problem that cannot be ignored.

8.9% CAGR in the global ITAD market — growth your margins need to keep pace with

Operations stall the moment you step back. The business has not been built around systems — it has been built around you. That is the ceiling. No acquirer will pay a premium for a business that cannot run without its founder at the centre of every decision.

90 Days to install the financial infrastructure that removes you as the bottleneck

Financial reporting is inconsistent. The data room is not ready. When a serious buyer opens due diligence, the gaps in your financial infrastructure become immediately visible — and immediately reflected in a lower valuation or a broken deal.

$17.5B Global ITAD market — the opportunity is real. The question is whether your systems can capture it
Sector ITAD & SMB
Focus Financial Systems
Method ASCEND™ Framework
Finance is not
a back-office function.
A Different Way of Seeing It

Most founders treat finance as reporting — the work that happens after the real decisions are made. That framing is why so many businesses plateau at the same revenue ceiling year after year.

Finance is not a back-office function. It is the mechanism by which every operating decision either compounds or erodes value. The businesses that scale are the ones that understand this first.

It is the operating
system of your
business.
Founder, ACT ASCEND™ Partners
Finance leadership in action
Finance is the operating system.
What Changes When the Right Systems Are in Place

The Results Are Measurable. Not Theoretical.

Four things shift when a CFO operating system is installed at the financial core of your business. Your financials feel it first. Your team feels it next. Your future investors recognize it immediately.

$0M Cash Unlocked

Cash flow improvement at a PE-backed ITAD business via AI-driven AR automation and 8-day DSO reduction.

$0M+ Revenue Scaled

From $11M to over $130M as CFO at a PE-backed ITAD and circular economy business.

0+ Years Inside ITAD

Not a generalist adapting to your sector — a specialist who spent two decades building inside it.

0 Days to Clarity

Real financial visibility and control installed in a defined 90-day sprint from your diagnostic findings.

$0 $2M $4M $6M Q1 Q2 Q3 Q4 Q5 Q6 +$8M
EBITDA Revenue Gross Profit Operating Income DSO leakage billing gap asset rate overhead
Founder strategic focus Ops Finance Sales Tech HR STRATEGIC BANDWIDTH
Systems Live EBITDA Clean Exit Ready Low Mid High ENTERPRISE VALUE OVER TIME
Track Record

He Has Already Done
What You Are Trying to Do.

— Twenty years. One industry. Proven at scale.
$0M
→ $130M+

Revenue scale achieved as CFO at PE-backed ITAD business — past the $50M ceiling most operators never break.

$0M
CDI Computer Dealers

Management buyout led from negative EBITDA at $11M to positive EBITDA at $55M revenue.

$0M
Cash Flow Impact

AI-driven AR automation plus 8-day DSO reduction at a PE-backed ITAD business.

Track record visual

Naipaul Sheosankar is not a generalist financial consultant adapting to your industry.

He spent over two decades building inside it.

As CFO at PE-backed companies, he helped scale a dedicated ITAD and circular economy business from $11 million to over $130 million in revenue. Most operators in this sector never break through the $50 million ceiling. He did it by more than doubling it.

That growth was not the result of more sales activity. It came from professionalizing the financial back office, installing systems that removed owner dependence, and building EBITDA quality that private equity acquirers recognized and acted on.

He brings two lenses to every engagement that most advisors carry only one of: the CFO lens and the private equity lens. He knows exactly what a buyer examines when a deal room opens. He knows because he has prepared those rooms and sat across from the people reviewing them.

20+ Years CFO Leadership PE-Backed Experience M&A Integration Specialist MBA, CPA AI-Driven Finance Transformation ITAD & Circular Economy Expert 20+ Years CFO Leadership PE-Backed Experience M&A Integration Specialist MBA, CPA AI-Driven Finance Transformation ITAD & Circular Economy Expert
The Methodology

The ASCEND™ CFO Operating System

Six stages. Each one builds on the last. Click any stage to expand.

A
Assess
01
↓
How We Work Together

A Clear Path From Where You Are to
Where You Need to Be.

Four engagement options. One structured progression. You choose where to start.

1 / 4
Proven Results

What Happens When the Right Financial Systems Are Built.

These outcomes come directly from Naipaul's work as CFO at PE-backed ITAD companies. They are the benchmark every engagement is built to match.

INVOICES DSO −8 days CASH +$8M AI-DRIVEN AR
PE-Backed ITAD
$8 Million

Cash flow improvement achieved by implementing an AI-driven accounts receivable automation platform, alongside an 8-day reduction in days-sales-outstanding at a PE-backed ITAD business.

Neg. EBITDA Pos. EBITDA MBO $11M $55M $0 $30M $55M
CDI Computer Dealers
$11M → $55M

As CFO at CDI Computer Dealers, Naipaul led a management buyout that transformed the business from negative EBITDA at $11 million in revenue to positive EBITDA at $55 million.

Naipaul
Sheosankar
MBA, CPA | Founder, ACT ASCEND™ Partners
20+ Yrs CFO PE-Backed M&A ITAD Expert AI Finance
The Advisor He Speaks From Experience. Not Theory.

The moment that shaped everything
was not a boardroom win.

Despite more than two decades as a CFO navigating PE-backed environments, M&A integrations, and high-stakes financial transformations, he found himself facing the same vulnerabilities he had spent his career helping companies avoid. The expertise was real. The systems were not in place where they should have been.

That experience did not diminish his conviction. It sharpened it. He came to understand firsthand what he had always known professionally: sustainable success is never the result of effort or expertise alone. It requires financial infrastructure built before it is urgently needed.

That realization drove him out of corporate life and into advisory work. At ACT Ascend Partners, he works alongside founders as a partner, not a consultant, bringing the same standards he applied at scale to the businesses that need it most right now.

Your next step

The Businesses That Scale Get Financially Organized First.

You already know something is off. Cash feels tighter than the revenue suggests. The business runs — but only because you are always there to run it. The ASCEND CFO Diagnostic is one structured session that shows you exactly where the system is breaking down and what to fix first.

For ITAD & SMB owners generating $3M+ in revenue

One session. A clear picture of your financial gaps and a prioritised roadmap to fix them.

▶  Get Your Financial Clarity Session

Not ready yet? Download the free ASCEND CFO Guide and map your own blind spots.