MS
Mike Smith
Co-Founder and CFO
Mike leads the methodology and product direction, translating real advisory work into the monthly operating system.
About Larch
We built Larch because real CFO work needed an operating layer.
Larch is the CFO intelligence platform for owner-led companies and the advisors who serve them. Built in Calgary by a team that runs the monthly CFO loop every cycle.
Larch model
Firm plus operating system
Larch
Advisory judgment, client context, lender understanding, final review.
Larch
Cadence, source of truth, audit trail, report generation, monthly rhythm.
Calgary-based
Built from Western Canadian advisory work.
Methodology-led
The Financial Readiness Pathway comes first.
Owner-operated focus
Designed for companies where decisions are close to ownership.
Software-enabled
The platform runs the monthly CFO cadence.
WHY IT EXISTS
The problem was never making one good Pack.
The problem was making the monthly CFO loop repeatable across clients without losing judgment, context, or quality. That is why the platform follows the work instead of trying to replace it.
See the monthly operating loopMethodology first
The Financial Readiness Pathway gives the work its structure. The platform runs that structure.
Human-led
Owners and advisors own judgment, client context, and final review. Software keeps the cadence disciplined.
Output matters
Reports are only useful when they are grounded in reviewed numbers, decisions, actions, and forecast assumptions.
Honest maturity
We name what is live, what is being built, and what belongs on the roadmap.
THE PEOPLE
A small partnership with a productized delivery model.
Larch is hands-on by design. The point of the platform is not to distance the advisory team from the work. It is to make the work more disciplined, traceable, and repeatable.
JS
Jory Soubiran
Co-Founder and Partner
Jory brings banking, lender, and owner-operator advisory experience into the financial readiness work.
ORIGIN
From firm practice to platform discipline.
The platform grew out of real engagement work: owners needing clarity, controllers needing rhythm, and advisors needing a better way to turn reviewed work into decisions and output.
2024
Step 1
Larch founded
The firm begins serving owner-operated companies across Western Canada.
2025
Step 2
Methodology formalized
The Financial Readiness Pathway becomes the repeatable delivery model behind engagements.
2026
Step 3
Platform becomes the operating layer
The monthly CFO cadence moves into software: brief, KPIs, forecast, actions, decisions, and Pack.
Philosophy
Advisor-led and software-enabled is the whole point.
Software without judgment becomes another dashboard. Advisory work without software becomes hard to scale. The firm combines the two on purpose.
The firm leads
Context, judgment, and review stay with people.
The platform runs
Cadence, traceability, and output stay in the system.
The methodology guides
The Financial Readiness Pathway shapes every surface.
The client sees
What changed, what it means, and what needs a decision.
Next step
Meet the methodology inside the product.
Walk through the monthly CFO cadence, the Pack, and the roadmap with one of our team.