Strategy at the table. Not on the backlog.
Outsourced fractional CFO for growing companies that need strategic finance leadership — board prep, fundraising, M&A, and capital strategy — without a full-time hire.
What's included
Former PE operators and CFOs in the room — for boards, raises, deals, and the decisions that move the needle.
Board deck preparation
Board-ready financial decks that tell your story clearly — financials, KPIs, and the narrative that connects them.
Fundraising & investor relations support
Financial models, due diligence prep, data rooms, and investor update communications for every stage of the raise.
M&A due diligence and integration
Buy-side and sell-side financial due diligence, plus post-close integration support for clean handoff.
Exit readiness planning
Multi-year exit prep: financial cleanliness, growth narrative, and operational readiness built in advance.
Pricing & profitability strategy
Data-driven pricing strategy to maximize margins on every sale and across every customer segment.
Who this is for
CEOs and founders of $5M-$50M+ companies who need strategic finance leadership but can't justify — or don't need — a full-time CFO.
You want an operator in the room for boards, raises, and big decisions — someone who's sat where you're sitting and can move capital with conviction.
Related reading
Benchmarks
Gross Margin Benchmarks by Industry
Compare your margins to 2025-2026 benchmarks across 50+ sectors.
Valuation
EBITDA Multiples by Industry
What multiple your business commands and how industry affects it.
Research
Fractional CFO Industry Report
What companies actually pay for fractional CFO services in 2026.
Guide
The Fractional CFO Guide
When to hire, what they do, and how to evaluate one.