A CFO professional takes a holistic view of your practice’s health and financial well-being.

They manage the firm’s economic actions, such as tracking cash flow, analyzing its strengths and weaknesses, and proposing corrective measures to optimize the business.

In the same way that you help your clients manage their financial plans, a CFO brings their analytical skills to advise you on business decisions.

Accountable strategic partner

Advise on critical business decisions, such as adding a new financial professional to the firm, merging with a new business partner, or acquiring a firm.

Data-driven decision making

Develop a business plan to minimize risk, improve business efficiency, and help you stay on track to meet both short- and long-term business goals to increase your firm’s value.

Streamline profits, manage expenses, and increase cash flows

Review services, pricing models, investments, regional and national competitors. Negotiate with vendors, employees and clients over pricing, pay and fees.

Sustainable benefits

Provide capital solutions to access lines of credit and gain special terms on loans, assisting with debt planning and underwriting.

Maximize and protect the value of your business

Advise and prepare for a merger or acquisition and help you transition your financial practice with a succession plan that can maximize your payout.