Arbor Lane

Scaling Companies. Strengthening Legacies. Arbor Lane partners with founders, VC‑backed growth companies, and PE‑owned businesses to transform their finance functions into engines of growth. Led by John Luis, Founder & Strategic CFO Advisor, and Vicki Axelrod‑Feinstein, Senior Consultant & Advisor, Arbor Lane delivers institutional‑grade FP&A, cash flow, and CFO advisory solutions that give executives and investors the confidence to scale, optimize margins, and achieve their long‑term vision. We specialize in helping mid‑market companies ($4M–$200M+ revenue) navigate critical inflection points—whether preparing for a capital raise, M&A, or a strategic exit. By combining strategic finance expertise with best‑in‑class technology like Salesforce, NetSuite, Planful, and Snowflake, Arbor Lane builds integrated finance ecosystems that generate investor‑ready reporting, real‑time insights, and actionable dashboards. Our core services include: Strategic CFO Advisory – Aligning finance to corporate strategy to drive enterprise value. Investor‑Grade FP&A & Cash Flow – Designing and executing actual‑vs‑forecast‑vs‑budget scenario modeling and reporting, establishing a six‑quarter rolling forecast cadence, building three‑to‑five‑year long‑range target models (LRPs), and implementing 13‑week cash flow models that provide investors with the clarity to make confident, data‑driven decisions. Systems & Process Modernization – Transitioning companies from QuickBooks to fully integrated ERP‑CRM‑EPM-BI Dashboard stacks, enabling clean data and analytics that power better decisions. Arbor Lane combines big‑firm discipline with hands‑on execution, providing mid‑market companies the clarity, confidence, and capability to scale and strengthen their legacy.