Our Services

Tailored Financial Leadership for Every Stage of Your Journey

Empowering Your Business with Expert Fractional CFO Services

At Strategic CFO Solutions, we specialize in providing fractional CFO services designed to help your business thrive. Whether you’re managing rapid growth, transitioning leadership, or navigating complex transactions, our services ensure you have the financial expertise to succeed.

Transaction Services

Managing the Complex, So You Can Focus on the Day-to-Day. When your business is operating at full capacity, managing transactions like acquisitions, divestitures, or capital raises can be overwhelming. We step in to handle the transaction seamlessly, ensuring continuity and success.

Transition Services

Filling the Gaps, Guiding the Way. Leadership changes can be disruptive. Whether your CFO has moved on or is temporarily unavailable, we provide interim CFO services to ensure your operations stay on track while we help you identify and onboard the next financial leader for your business.

Transformational Services

Affordable Expertise, Exceptional Impact. You deserve access to top-tier financial guidance without the burden of a full-time CFO’s salary. Our fractional CFO services provide strategic leadership and a 360-degree perspective, driving growth and operational efficiency without breaking the bank.

Example Engagements

Real Estate Company
Assisted legal counsel in constructing a business plan and pro forma financial statements for regulator submission. This enabled expansion into the escrow business, resulting in the successful approval of their license.

Lending Company
After acquisition, facilitated securing multiple warehouse lines of credit by providing detailed input to underwriters. Reorganized operations and reporting to streamline customer service processes while maintaining efficient financials.

FinTech Company
Filled the CFO void after a termination during an independent audit fraught with technical difficulties. Resolved issues successfully, leading to investor and regulatory approvals.

National Restaurant Chain
Took over as CEO in a challenging environment with an outdated concept. Navigated bankruptcy, closed unprofitable segments, and reinvested in high-performing divisions, driving a successful turnaround.

Private Equity Firm
Engaged as an expert to assist with due diligence for a potential acquisition and provide integration guidance post-closing. Reinvigorated the acquired platform to achieve maximum success.

Development Company
Provided coaching to the company’s inexperienced CFO, enhancing their capabilities while offering targeted assistance where needed. This approach enabled the company to groom their CFO effectively, avoiding critical mistakes and ensuring access to seasoned financial expertise.

Testimonials

What Our Clients Say

Transformative client experiences.

"I have engaged Strategic CFO Solutions for several of the companies that I have invested in the financial services, real estate and food & beverage sectors. Without a doubt or hesitation, I will continue to engage them on any future investments. What you won't get is business school theory or pontification. What you will get extreme integrity, no b*llsh%t and actionable, practical advice."

Gary Allen

Board Director and investor

"I am an owner of a real estate and escrow firm. We wanted to expand our client services to include the title business. We had counsel to help with the legal aspects but we needed leadership to help present the proposed business to counsel and the regulators. We hired Strategic CFO Solutions and they helped solidify the business plan and associated model, performed a variety of scenario analyses and handled questions and requests from the regulators. With their help we were able to get regulatory approval expeditiously. They also helped us with strategic planning matters for the future growth of the firm. They don't focus on their title, they focus on getting tasks done and helping you to expand and grow your business."

Sergio Gonzalez

Owner

"We are a small business and lack the time, experience and expertise to handle an acquisition on our own. We engaged Strategic CFO Solutions and from the onset they prepped myself and the target, worked on deal structure, negotiations, pros/cons of various scenarios and decisions and ultimately helped bring the right legal counsel in to help with the legal aspects. Undoubtedly, they helped save significant legal costs but more importantly educated me on the process and advised me every step of the way. I could not have done without them and will seek more opportunities to leverage from their expertise."

Nick Johnson

Owner