
Leadership | Strategy | Execution
CFO-As-A-Service
We provide organizations financial leadership with a strategic and operational focus by using our partner network of elite CFO talent to challenge the business and contribute to operational decisions to achieve results.
With our curated talent, our financial leaders guide small and medium-sized businesses through complex financial problems to mitigate risk and achieve organizational goals.
Engagement Approaches
Professional Services



Executive Services
Assuming the role and title of CFO.
Fractional Leadership
Part-time leadership models (20-80%) where experience cannot be compromised, but full-time dedication is not necessary or affordable.
Interim Leadership
Project-based, Situational Leadership & Advisory
Provide assessments, buy-side due diligence, sell-side representation, focused mentoring, and leadership and/or guidance on critical financial initiatives. Talent is available on a fractional or interim basis.
Full-time leadership responsibilities to assume an unplanned or forced vacancy.

Strength in Numbers
220
organizations served
13
years established
125
completed M&A transactions
61
distinguished partners

FAQ
Today’s CFO is more than a number-cruncher or a reporter of financial information.
We provide talent to serve as strategic partners and add value to the organization. We often assume multiple roles as both CFO & COO with direct responsibility for non-financial areas including operations, human resources and information technology.