The key to unlocking exponential growth.
OurCFO, a firm of experienced CFO's dedicated to unlocking exponential growth with Strategic Financial Leadership
Work With Us
Achievements
Raised over $300 million in capital
commitments for a client
Growth capital facilitated top line revenue growth of over $500 million per year.
Closed multiple acquisitions
Created an acquisition strategy and built a pipeline of future deals while adding $350 million to a firm's managed assets.
Scaled a business from 20 to over 1000 headcount in 14 months.
Our team has extensive experience with back office expansion and has multiple partners to support exponential growth.
Role of the CFO
Accounting
& Finance
Mergers &
Acquisitions
Human
Resources
Legal &
Compliance
Banking & Capital
Markets
Operations &
Information Technology
Marketing & Sales
Strategy
Owner & CFO
What you can expect
Role of the CFO
Managing a business can be complicated and time consuming. Our success has been built on being a trusted right hand to the CEO and providing solutions related to all facets of the organization. The ultimate goal is to provide the leaders of the organization with the time and tools to grow the business.
We make sure that the following areas are working efficiently and are aligned with the strategic goals of the organization.
 Accounting & Finance
 Human Resources
 Banking & Capital Markets
 Marketing & Sales Strategy
 Operations & Information
    Technology
 Legal & Compliance
 Mergers & Acquisitions
Meet our Founder
Chad is an accomplished finance executive with years of CFO experience. He has earned a reputation as a  growth enabler and results focused financial leader.
His 20 years of finance experience includes working with a diverse group of business owners and executive teams to improve profitability and top line revenue. He has proven to effectively employ productivity improvements, supply chain activities, pricing initiatives and compensation structures that enhance the bottom line.

While at Deloitte,  Chad served as a member of the CFO Transition Lab Team, helping newly appointed CFOs, including those with prior CFO experience, plan for success in their new roles.
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