
the Leadership-Cost equation
Market Challenge: How can middle market companies access financial leadership cost-effectively?
Expert financial leadership generates positive returns and is essential for navigating growth opportunities. This leaves private equity firms with a choice between hiring a high-cost CFO or risking value loss by operating without financial leadership.
High-cost CFO solution
A full-time CFO with an average salary ($225K+) represents between 4.5% - 22.5% of profit for individual portfolio companies in the $1 - $5M EBITDA range.
Risk of value loss
Critical gaps in financial leadership, operational oversight, and strategic decision-making lead to missed growth opportunities, eroding margins and decreasing exit multiples.
THE SOLUTION
Fractional CFO Leadership
Fractional CFO leadership provides an effective, financially viable solution to the Leadership-Cost equation challenge enabling middle market companies to drive strategy, implementation, and results with affordable scalability.
Dual CFO+ COO expertise drives planning AND implementation.
Adapts to fit company’s needs and portfolio growth stage.
Delivers measurable outcomes for a fraction of a full-time CFO salary.

Companies working with fractional CFOs have reported
up to 20% profit improvement by fine-tuning pricing models,
renegotiating contracts, and streamlining operations.*
*Forbes, 2023
Company ROI
Financial controls
Complete strategic financial oversight and governance.
Accelerated growth
Combined finance and operations strategies that fast-track growth.
Streamlined operations
Increased efficiency gains and performance optimization.
Increased exit value
Strategic and systematic improvements for greater returns.

Discover the advantage of fractional CFO leadership
The US CFOs Advantage
Traditional
Full-Time CFO
$225k+
Oversized solution for cost and scale
Financial strategy ONLY
Develop strategy for implementation
Low ROI
Salary represents a high percentage of profit margin

Cost adapts to scale
Oversized solution for cost and scale
Financial strategy AND operational experience
Develop strategy for implementation
Increased ROI
Salary represents a high percentage of profit margin