Fractional CFO Services

Your business has reached the point where financial decisions are too consequential to manage without senior leadership — but the cost and commitment of a full-time CFO doesn't fit your stage or your budget. That's exactly what fractional CFO services are designed to solve.

I provide CFO-level financial leadership on a part-time, retainer, or project basis. You get 25+ years of transaction-tested experience — capital raises, M&A, public company governance, multi-state operations — applied directly to your business, at a cost structure that makes sense.

What triggers most fractional CFO engagements:

  • You are preparing for a capital raise and need institutional-quality financial models and investor materials

  • You are growing faster than your finance function can keep up with

  • You are approaching a sale or merger and need exit-ready financials

  • Your investors or board are asking financial questions your current team can't answer

  • You need a CFO-level voice in strategic decisions without a full-time hire

What a fractional CFO engagement with me includes:

  • Strategic financial planning and budget development

  • Cash management and liquidity oversight

  • Financial modeling and scenario analysis

  • Board and investor reporting

  • Capital raising support — debt and equity

  • M&A preparation and due diligence

  • Oversight of your accounting and Controller function

  • AI-powered process development to accelerate your finance function

Engagement structure: Monthly retainer with scope and hours adjusted to match your needs. Most engagements run between $5,000 and $15,000 per month — a fraction of the $250,000–$500,000 annual cost of a full-time CFO with no long-term commitment required.

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