Investor relations advisory for CFOs managing guidance, models, and Street expectations
CFOs own the numbers investors use to underwrite the company. Resurge helps CFOs set credible guidance, prepare for investor Q&A, reduce surprise, and build a beat-and-raise cadence investors can trust.
Guidance is not a forecasting contest. It is expectation architecture.

The forecast is what management thinks may happen. Guidance is what the CFO is willing to own publicly.

If the Street is debating the math, the definitions, the bridge, or what is embedded in the guide, the CFO has lost the setup.

You do not want investors debating the math. You want them debating the upside.
Our promise to CFOs
We help CFOs pressure-test the numbers, guidance, KPIs, earnings script, and investor questions from the perspective of the people trying to model the company.

The objective is not to sound polished. It is to reduce uncertainty, preserve room, and help investors understand what number belongs in the model.
If we are not the right fit, we offer a 45-day cancellation clause that releases you from further commitment.
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CFO Services
Earnings Preparation
Earnings are where CFO credibility gets marked to market.

The quarter matters. The guide matters. The tone matters. The bridge between all three matters.

Resurge helps CFOs prepare the earnings call around what investors actually need to understand: what changed, what did not change, what was one-time, what is run-rate, what is embedded in guidance, and what investors should model next.

If Q&A turns into a math cleanup exercise, the script did not do its job.

The goal is to use the CFO’s airtime to build confidence in the model, not clean up avoidable confusion.
CFO of $3.6 billion software company - Under NDA
I really like how Jason works with me and our IRO to ‘game out’ all the scenarios. Jason has been really helpful as we choose the proper KPIs to share with investors during our transition.
CFO Services
Roadshow Preparation
A roadshow is not a string of investor meetings.

It is live model calibration.

Every investor is trying to decide whether the numbers in their model are too high, too low, or about right. The CFO’s job is to help them understand the moving pieces without overguiding, overexplaining, or creating a new whisper number.

Resurge helps CFOs prepare for the questions that matter most: where consensus may be wrong, which risks investors are already pricing in, which metrics are being overemphasized, and where the CFO can provide structure without guiding on the guide.

A good roadshow should leave investors with a cleaner model and fewer unnecessary assumptions.
CFO of a $5 billion security company, Under NDA
As an experienced public company CFO, I knew that there were a lot of improvements we could make to our IR program but I needed some help “threading the needle” with our existing IR team and didn’t want them to feel like Jason was stepping on their toes.
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CFO Services
Analyst Model Advisory
The CFO does not need analysts to be promotional.

The CFO needs analyst models to be accurate, usable, and grounded in the right drivers.

When sell-side models misunderstand the business, consensus can become a problem before management realizes it. The Street may be using the wrong margin bridge, the wrong seasonality, the wrong KPI, the wrong revenue driver, or the wrong interpretation of guidance.

Resurge helps CFOs identify where analyst models are drifting from business reality and where the company may need to re-educate the Street.

The objective is not to manage analysts. The objective is to help the Street model the company correctly.
CFO of a $1.2 billion company, Under NDA
A few of our investors referred us to Resurge. I was initially skeptical given their fees, they’re the highest in the industry, but I quickly learned that’s because they’re truly a unicorn - none of the other IR consulting firms hold a candle to what Resurge can do.
CFO Services
Guidance Setting
Guidance is not about being right.

It is about preserving room.

A forecast is what management thinks may happen. Guidance is what management is willing to own publicly. Those are not the same thing.

Resurge works with CFOs and IR teams to pressure-test guidance before it becomes the public bar investors use to judge the company.

That means looking at the internal plan, consensus expectations, quarter-by-quarter risk, implied margins, embedded assumptions, normal execution noise, and whether the company still has room to beat without heroics.

Bad guidance does not just create a miss. It trains the wrong expectation curve.

Good guidance should be boring, clear, and beatable.
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CFO Services
Investor Perception Review
CFOs often get filtered investor feedback.

The sell side may be too polite. The buy side may not want to damage access. Internal teams may soften the message before it reaches the CFO.

That creates risk.

If investors are worried about guidance credibility, margin quality, KPI definitions, working capital, cash flow durability, or the shape of the model, the CFO needs to know before it shows up in the stock.

Resurge helps identify what investors actually believe about the numbers and where their concerns are focused.

The point is not to collect feedback. The point is to find the issue that is making investors less willing to trust the next number.
CFO Services
Investor Presentations
An investor presentation should not be a company overview with nicer charts.

It should help investors understand the business well enough to model it.

For CFOs, that means the deck has to connect the operating story to the financial model. It should make clear the drivers of revenue growth, the bridge to margin expansion, the role of KPIs, the assumptions behind guidance, what is durable versus temporary, and how capital allocation fits the model.

The best investor presentations reduce cognitive load.

They make it easier for the Street to see what matters and ignore what does not.
CFO of $1.9 billion software company - Under NDA
I loved working with Resurge because of how seamlessly Jason integrated into our process. He worked great with me and our IRO and was happy to go toe-to-toe with our CEO to help change and shape our messaging.
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CFO Services
Analyst Days
An Analyst Day is a three-year modeling exercise.

It is not a product seminar, a victory lap, or a longer version of the investor deck.

If investors give you several hours of attention, they should leave with a better way to model the company than they had when they arrived.

Resurge helps CFOs design Analyst Days around the questions investors need answered: what the long-term financial framework is, what the real growth drivers are, which KPIs prove the strategy is working, what margin structure is realistic, what assumptions should change in the model, and what management is willing to own publicly.

A good Analyst Day should make the business easier to underwrite.

If investors leave with enthusiasm but no new model structure, the event missed the point.
CFO of a $14 billion software company, Under NDA
After an investor referred Jason to us, we engaged him to help change the way we tell our story to the investment community. We were going through a very complicated business transformation and Resurge helped streamline our talk-track to the most important elements, gave us a new reporting format for our financials, and coached us on what would become very complex Q&A.
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The Resurge IR Blueprint

See your company through the investor’s eyes.

The Resurge IR Blueprint is the framework Jason Gold uses to help CEOs, CFOs, and IR leaders identify investor perception gaps, strengthen the investment case, and prepare for the questions that ultimately determine valuation.
Diagnose the gaps between management’s perspective and investor perception.
Learn the questions investors are actually trying to answer before they can underwrite your company.
Evaluate whether your investment case is becoming easier or harder to model, trust, and own.
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Insights

More thinking for CFOs managing the Street’s model

Read practical frameworks on guidance, earnings preparation, investor Q&A, analyst models, KPI credibility, and the expectation drift that can turn a solid quarter into a stock problem.
Company Valuations: Why Growth-Adjusted Multiples Are Key
Understanding growth-adjusted multiples can unlock better company valuations. Learn how investors really value growth & strategic communication.
Provide Verifiable, Quantifiable Commentary in Your Earnings Guidance
For investors to feel comfortable owning your stock, they need to be able to go out into the field and perform primary research. Doing so will allow them to decide if they think your growth projections make sense.
Is Your IR Firm Advising You to Acknowledge the Competition?
While there are often many reasons why a stock is suffering, one of the easier fixes I see in my IR strategy practice is a change in the way my clients discuss their competition.

Frequently Asked Questions

What does investor relations advisory for CFOs actually do?

Investor relations advisory for CFOs helps the CFO manage the numbers investors use to underwrite the company. That includes guidance strategy, earnings preparation, investor Q&A, analyst model review, KPI selection, investor presentations, and the expectation setup that determines how the market reacts to results. The goal is not generic financial communication. The goal is to make the company easier to model, easier to trust, and easier to own.

How does Resurge help CFOs prepare for earnings calls?

Resurge helps CFOs prepare around the questions investors are really trying to answer: what changed, what was one-time, what is run-rate, what is embedded in guidance, what investors should model next, and where consensus could be wrong. The work includes script review, Q&A preparation, guidance framing, tone calibration, and pressure-testing the questions investors may ask publicly or privately after the call.

How should CFOs think about guidance credibility?

Guidance credibility is built by setting a public bar the company can own. A forecast is what management thinks may happen. Guidance is what management is willing to commit to publicly. Good guidance is clear enough to model, conservative enough to absorb normal volatility, and credible enough that management can beat it without gymnastics. Bad guidance does not just create a miss. It trains investors to distrust the next number.

How can CFOs reduce earnings volatility?

Some earnings volatility comes from the business. Some comes from the setup. CFOs can reduce avoidable volatility by making the quarter easy to understand, keeping KPI definitions consistent, explaining one-time versus run-rate items, setting guidance with room for normal execution noise, and answering investor questions in a way that helps the Street model the business. The goal is not to control the stock. The goal is to reduce unnecessary surprise.