Fractional CFO Services

$1840 / mo+
$1840 / mo+

Ideal For

Our fractional CFO services are designed for business owners who value financial expertise but don't require a full-time CFO. This service caters to existing business owners already engaged full-time in operations or acquirers who have completed due diligence and are on the verge of closing their target acquisition.

General Overview

Provide the target acquisition with an experienced CFO to lead financial strategy at the company and serve as a liaison between the CEO and the bookkeeping team, ensuring your business’ continued success, financial wellness, and growth. Tailored to provide strategic financial guidance, bridging the gap between your day-to-day operations and long-term financial success. Fractional CFOs bring extensive experience in assessing and advising on financial health, making informed decisions, and ensuring financial wellness and growth.

Fractional CFO Features

While we primarily specialize in delivering world-class due diligence services at Rapid Diligence, our team's extensive experience in operating various business enables us to provide ongoing support for select business post-close. Our in-depth understanding of your business’ financials during due diligence make these businesses an excellent candidate for our fractional CFO services, allowing a CPA on our team to provide financial leadership and strategic guidance to help you make informed decisions and manage its finances effectively post-close.

Our fractional CFO services and pricing are exclusively available to businesses we've assessed during due diligence. If we haven't evaluated your business, please contact us to discuss eligibility.

The goal of this service is to provide the target acquisition with an experienced CFO to lead financial strategy at the company and serve as a liaison between the CEO and the bookkeeping team, as well as any others involved in the day to day financial upkeep of the business, ensuring a fractional CFO would be a highly valuable resource for the business’ continued success, financial wellness, and growth.

The position will be held by someone that is US-based and an accredited Certified Public Account (CPA). The fractional CFO will possess a strong financial background with 10+ years of experience assessing and advising on the financial health of companies of varying sizes, a strong understanding of the fundamentals and nuances of various financial statements and their relevance to the target, experience working on deals globally, and experience leading teams in finance. Once you're ready to move forward or if you have any questions regarding our services, feel free to contact us or book a free introductory consultation.
Everything included in our Fractional CFO Services

  • Purchase price allocation for Day 1 accounting
  • Support to develop a transition plan including transition from Seller accounting software to Buyer's.
  • Financial Strategy: Develop and execute a financial strategy aligned with the new owner's objectives, focusing on growth, cost control, and profitability.
  • Financial Planning: Review annual budgets and financial forecasts to guide decision-making and track progress.
  • Cash Flow Management: Monitor and manage cash flow to ensure liquidity and support operational needs.
  • Financial Reporting: Review and present regular financial reports and analysis to the new owner and management, offering insights and recommendations.
  • Risk Management: Identify financial risks and implement strategies to mitigate them, safeguarding the company's financial stability.
  • Cost Optimization: Identify cost-saving opportunities and implement strategies to improve operational efficiency.
  • Systems and Processes Improvement: Evaluate and enhance financial systems and processes to streamline operations and improve reporting accuracy.
  • Team Leadership: If necessary, provide guidance to the finance team or help in recruiting and training financial staff.
  • Strategic Financial Advice: Offer insights and recommendations on investment decisions, capital allocation, and other strategic financial matters.
  • Debt and Equity Management: Assist in managing and optimizing the company's debt and equity structure.

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Free access to all the deal data we've collected:

After assessing countless deals, we’ve gained exclusive insight into what buyers are actually paying for businesses, not simply what sellers are asking.

Does longevity of a business affect its valuation more than growth? What’s the primary difference between an eCommerce business that sells at 3x vs. 7x EBIDTA?

We have the answers and the data to back it up. And we’re willing to share it. 😏