Outsourced CFO

Whether you’re looking for CFO leadership during a business growth phase or capital transaction, you want to find the right partner to help you achieve your goals. With our outsourced CFO offering, we provide cost-effective executive level financial leadership for a specified period of time or for a defined business initiative. Our goal is to make your transition financially sound and compliant.


  • Strategic planning and advisory support including budgeting, forecasting, business development, deal structuring, risk management and compensation
  • Facilitation of capital raising, marketplace analysis and transaction support
  • Financial and operational reporting packages
  • Connections to our network of prospective investors, bankers, insurance providers, attorneys and benefit consultants
  • Creation and development of a financial model and strategic plan