Fractional CFO

Most businesses don’t sell - not because they lack value, but because they aren’t prepared.

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That’s why owners trust CFO Worx. We’re not brokers who “list and wait.” We’re CFOs and operators who’ve bought and sold companies with our own capital. We sit on your side of the table and we know how to protect your valuation.

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We don’t gamble with your exit.We prepare, position, and run a disciplined process powered by AI-driven analysis, a vetted buyer network, and CFO-level deal leadership - so you exit with clarity, confidence, and maximum value.

Not Just Brokers. Exit Partners Who Maximize Value.
Schedule an Appointment

Fractional CFO

Schedule an Appointment
Not Just Brokers. Exit Partners Who Maximize Value.

Most businesses don’t sell - not because they lack value, but because they aren’t prepared.

‍

That’s why owners trust CFO Worx. We’re not brokers who “list and wait.” We’re CFOs and operators who’ve bought and sold companies with our own capital. We sit on your side of the table and we know how to protect your valuation.

‍

We don’t gamble with your exit.We prepare, position, and run a disciplined process powered by AI-driven analysis, a vetted buyer network, and CFO-level deal leadership - so you exit with clarity, confidence, and maximum value.

Average Transaction Value:

$20–30M EV

Most businesses don’t sell because
they aren’t prepared. We change that.
Cumulative Deal Value:

$200M+

At CFO Worx, we bring clarity and direction to leadership teams- delivering the financial strategy, systems, and foresight that drive growth, optimize performance, and deliver measurable results.


Our fractional CFOs provide the strategic foresight, financial control, and hands-on execution that drive growth, optimize performance, and prepare companies for their next stage whether that’s expansion, investment, or exit.

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We work with mid-market businesses generating $4M–$80M+ in annual revenue, bringing Fortune 500–level expertise without the full-time cost.

Fractional CFO

Executive Financial Leadership for Scalable Growth

Schedule an Appointment

At CFO Worx, we bring clarity and direction to leadership teams- delivering the financial strategy, systems, and foresight that drive growth, optimize performance, and deliver measurable results.


Our fractional CFOs provide the strategic foresight, financial control, and hands-on execution that drive growth, optimize performance, and prepare companies for their next stage whether that’s expansion, investment, or exit.

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We work with mid-market businesses generating $4M–$80M+ in annual revenue, bringing Fortune 500–level expertise without the full-time cost.

The Challenge

Growing companies often outpace their financial visibility. Reports lag behind reality, cash flow becomes unpredictable, and leadership starts making decisions without clear data.

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That’s where we step in.

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CFO Worx brings structure, clarity, and leadership to your finance function-  transforming it from a back-office task into a forward-looking strategic advantage.

View case studies

What We Deliver

Our CFO services are designed to give you complete visibility, control, and strategy without the overhead of a full-time executive.
Our CFO services are designed to give you complete visibility, control, and strategy without the overhead of a full-time executive.

Financial Clarity

Real-time visibility into your performance through:

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  • Timely and Accurate financial reporting and dashboarding
  • Custom KPI development and tracking
  • Accurate, timely financial statements
  • Multi-entity consolidation and forecasting

Strategic Direction

Forward-looking strategy and modeling to drive growth:

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  • Long-term financial strategy and scenario planning
  • Budgeting and forecasting analysis
  • Strategic pricing optimization
  • Growth and capital structure planning

Operational Efficiency

Systems and processes that scale with you:

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  • Working capital management
  • Cost structure optimization
  • Month-end close process improvement
  • Internal controls and audit readiness
  • Risk management and compliance frameworks

Transaction Readiness

Expert guidance through complex transitions:

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  • M&A due diligence and valuation analysis
  • Deal structure optimization and financial modeling
  • Post-merger integration planning
  • Exit and liquidity strategy development

We don’t just manage numbers, we build the financial foundation for your next level of growth.
Schedule consultation

How We Work

1

Assess

We start with a deep dive into your financials, systems, and structure to identify inefficiencies, opportunities, and immediate wins.

2

Build

We implement scalable systems, automated dashboards, and key performance indicators that give you full financial visibility.

3

Lead

We operate as part of your team- guiding strategic decisions, optimizing performance, and ensuring long-term financial stability.

How We’re Different From Brokers

Traditional Brokers

List and wait
Minimal preparation
Mass outreach
Limited diligence support
Focus on listings
Paid regardless

CFO Worx

Prepare > Position > Target > Negotiate > Close
Full financial cleanup + CIM + AI data room
Curated, vetted buyer targeting
Full diligence management & valuation defense
Focus on outcomes and enterprise value
Success-based alignment — we win only when you do
Case Studies

SaaS Payments Company (Tampa, FL)

A fast-growing software and payments company wanted to reduce a large year-end tax bill without disrupting its existing CPA relationship or lender requirements.

The Challenge

The business was on a cash-basis tax approach and expected to owe roughly $300K in taxes, with limited time in December to identify legitimate, audit-proof strategies to reduce taxable income.

The Solution

CFO Worx performed a proactive balance sheet and asset review, identified items incorrectly capitalized under the company’s policy, and guided the team through a one-time adjusting entry - fully documented and aligned with the CEO, bookkeeper, CPA firm, and bank.

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Outcome: Reduced taxable income by ~$150K, generating ~$150K in confirmed tax savings through a single strategic review.

The CFO Worx Advantage

About us
01
Experience That Matters

Decades of leadership experience across industries- professional services, construction, healthcare, manufacturing, and technology and much more.

02
Tailored Engagements

Fractional, interim, or project-based, we customize every engagement to your goals, growth stage, and financial structure.

03
Technology-Driven Insights

AI-powered reporting, automated consolidations, and real-time dashboards turn financial data into fast, actionable decisions..

04
Strategic Leadership

We act as an extension of your leadership team, combining discipline, foresight, and integrity to deliver lasting impact.

Pricing Transparency

Every engagement is tailored to your company’s size, complexity, and objectives.

We offer:

Fractional & Scalable Models

Access top-tier CFO leadership at the level you need.

Flexible Engagements

Monthly retainers, interim roles, or project-based pricing.

Transparent Billing

No hidden fees, no surprises. You’ll always know where your investment goes.

Frequently
Asked Questions

What size businesses do you typically work with?

We specialize in private, mid-market companies generating between $4M and $80M+ in annual revenue. Most of our clients are growing quickly, restructuring for efficiency, or preparing for a major transaction.

How is a fractional CFO different from a full-time CFO?

A fractional CFO delivers the same level of executive financial strategy as a full-time hire but with greater flexibility and at a fraction of the cost. Because our CFOs- who’ve led multi-million-dollar companies- work with a diverse range of industries, business sizes, and transaction types, they bring a broader perspective and deeper experience than most in-house CFOs. This cross-industry insight allows them to identify opportunities faster, solve challenges more effectively, and make a measurable impact from day one.

What makes CFO Worx different from other financial consulting firms?

We’re not a CPA firm or a basic outsource provider. CFO Worx brings together Big 4, private equity, and operator backgrounds to deliver hands-on leadership that drives measurable results. We blend strategic foresight, financial discipline, and technology-driven insights to help our clients scale, raise capital, or prepare for exit.

How quickly can you start adding value?

We begin most engagements within 2–3 weeks of the initial consultation. From day one, we prioritize quick wins-  improving visibility, identifying inefficiencies, and setting up reporting that helps leadership make faster, smarter decisions.

Can CFO Worx integrate with our current systems and team?

Absolutely. We are platform-agnostic, working seamlessly with tools like QuickBooks, NetSuite, Xero, and other enterprise platforms. We also integrate directly with your existing accounting or finance team acting as an extension of your leadership, not a replacement.

What industries does CFO Worx specialize in?

We have deep experience across professional services, construction, healthcare, manufacturing, and technology. Our approach is flexible enough to adapt to any operational model that requires financial clarity, structure, and leadership.

Ready to Strengthen Your Financial Leadership?

Let’s turn financial clarity into strategic growth.

Schedule a consultation