How involved do you want your Fractional CFO?
Consultant
Ideal for entrepreneurs who need a strategic plan for their business without ongoing involvement. The focus is on creating a solid business plan without the need for detailed execution plans; no personal wealth plan is needed. The entrepreneur and management team have the resources and experience to implement the plan themselves. Quarterly business planning and review meetings are sufficient. The entrepreneur is satisfied with a 48-hour communication turnaround time for any non-urgent queries.
CFO Commitment: 1-2 days / quarter
Coach
Perfect for businesses needing more regular interaction and support. After creating a detailed strategic plan, the CFO will be proactively engaged. The CFO will meet with the business owner(s) but not their team members. Monthly meetings facilitate quick interventions and ongoing support. The CFO can attend external meetings with lenders and investors, coach the business owners in execution, and provide prioritized communication.
CFO Commitment: 1-2 days / month
Partner
Designed for businesses requiring intensive and continuous support. The CFO becomes immersed in your business. As a true partner, they are deeply involved in the business on a weekly, if not daily, basis. They provide proactive advice, handle both internal and external communications, and lead execution on key projects. This package includes daily financial reports with key metrics, high-priority communication channels, and an annual review of personal financial wealth to align business and personal goals. When necessary, the CFO can also support growth through M&A.
CFO Commitment: 1-2 days / week
Features
Initial strategy plan
Implementation
Financial planning analysis forecasting (FP&A)
KPI monitoring & reporting
Response
Stakeholder communication
Enterprise value monitoring
Leadership
development
Family wealth
planning
M&A
support
Compliance
support
Features
Initial strategy plan
Implementation
Financial planning analysis forecasting (FP&A)
KPI monitoring & reporting
Response
Stakeholder communication
Enterprise value monitoring
Leadership
development
Family wealth
planning
M&A
support
Compliance
support
Features
Initial strategy plan
Implementation
Financial planning analysis forecasting (FP&A)
KPI monitoring & reporting
Response
Stakeholder communication
Enterprise value monitoring
Leadership
development
Family wealth
planning
M&A
support
Compliance
support
Initial strategy plan
Implementation
Financial planning analysis forecasting (FP&A)
KPI monitoring & reporting
Response
Stakeholder communication
Enterprise value monitoring
Leadership
development
Family wealth
planning
M&A
support
Compliance
support
Features
Consultant
Coach
Partner
Family wealth
planning
Leadership
development
Only for CEO
CEO &
exec. team.
Enterprise value monitoring
Stakeholder communication
Leaders & Investors
Coach + Leadership team
Response
48 Hrs.
24 Hrs.
ASAP during business hours
KPI monitoring & reporting
Some
Financial planning analysis forecasting (FP&A)
Quarterly
Monthly
Ongoing
M&A
support
Implementation
Coach Entrepreneur
Initial strategy plan
NEWSLETTER
Features
Initial strategy plan
Implementation
Financial planning analysis forecasting (FP&A)
KPI monitoring & reporting
Response
Stakeholder communication
Enterprise value monitoring
Leadership
development
Family wealth
planning
M&A
support
Compliance
support
Features
Consultant
Initial strategy plan
Implementation
Financial planning analysis forecasting (FP&A)
Quarterly
KPI monitoring & reporting
Response
48 Hrs.
Stakeholder communication
Enterprise value monitoring
Leadership
development
Family wealth
planning
M&A
support
Features
Coach
Initial strategy plan
Implementation
Coach Entrepreneur
Financial planning analysis forecasting (FP&A)
Monthly
KPI monitoring & reporting
Some
Response
24 Hrs.
Stakeholder communication
Leaders & Investors
Family wealth
planning
Enterprise value monitoring
Leadership
development
Only for CEO
M&A
support
Features
Partner
Initial strategy plan
Implementation
Financial planning analysis forecasting (FP&A)
Ongoing
KPI monitoring & reporting
Response
ASAP during business hours
Stakeholder communication
Coach + Leadership team
Enterprise value monitoring
Leadership
development
CEO &
exec. team.