Get strategic CFO-level guidance without the full-time cost. We help family-owned businesses and small to medium companies across the United States make better financial decisions and achieve sustainable growth.
Schedule Your Free ConsultationA fractional CFO provides part-time, executive-level financial leadership for businesses that need strategic guidance but aren't ready for a full-time Chief Financial Officer.
Backed by 17+ years of private equity experience, we bring institutional-grade financial practices to growing family businesses and small companies.
We understand the unique dynamics of family-owned businesses—balancing family relationships, maintaining values, and making objective financial decisions for long-term success.
While we prefer to work with our clients in-person at their offices, we can deliver CFO services that still offer a high-touch, personalized support virtually.
Long-term financial planning, capital allocation strategy, and scenario modeling for major business decisions.
Revenue forecasting, expansion analysis, and financial modeling to support sustainable growth.
Deep-dive analysis of margins by product, customer, and channel to identify the most profitable opportunities.
Cash flow forecasting, working capital optimization, and strategies to improve liquidity.
Support for raising capital—whether debt, equity, or alternative financing. Prepare investor-ready materials.
Financial preparation for potential sale, transfer to next generation, or other exit scenarios.
Free consultation to understand your business, challenges, and financial goals. We assess where you are and where you want to go.
We propose a tailored engagement—whether monthly retainer, quarterly strategic sessions, or project-based work.
Regular strategic meetings, financial analysis, and on-demand support. Scale services as your needs evolve.
We bring the financial rigor and analytical frameworks used in private equity to family businesses—without the corporate bureaucracy. You get Fortune 500 practices adapted for your reality.
We understand family dynamics, emotional attachments, and the importance of legacy. Our advice respects your values while providing objective financial guidance.
Serving businesses nationwide through virtual meetings, with in-person options for those in the New Jersey area. Flexible engagements that fit your schedule and budget.
We focus on actionable insights and practical solutions. No jargon, no theoretical frameworks—just clear guidance that helps you make better decisions and achieve your goals.
A fractional CFO is a part-time Chief Financial Officer who provides executive-level financial leadership to businesses that need strategic guidance but aren't ready for a full-time CFO. They work on a flexible basis, typically a few hours per week or month, providing services like financial planning, cash flow management, and strategic advisory.
Fractional CFO costs vary based on your business needs and complexity, but typically range from $2,000-$10,000 per month. This is significantly less than hiring a full-time CFO (which can cost $200,000+ annually with benefits), while still providing access to senior-level financial expertise.
Yes, fractional CFOs are ideal for family-owned businesses. They provide objective, outside perspective without family politics, help with succession planning, and bring institutional-grade financial practices to growing family companies. They can scale services up or down as the business evolves.
Yes, we serve clients nationwide through virtual CFO services. While we're based in Denville, New Jersey, and prefer in-person work when possible, we provide high-touch, personalized fractional CFO services to family-owned businesses and small companies across the United States.
We bring 17+ years of private equity experience to family-owned and small businesses. Our background includes Fortune 500 supply chain management and PE acquisitions, which means we apply institutional-grade financial practices tailored to the unique needs of family businesses and growing companies.
Schedule a free consultation to discuss your business goals and see how fractional CFO services can help you achieve them.