Overview
A Fractional CFO from F9 Advisory gives your business the strategic financial leadership of a seasoned CFO at a fraction of the investment. We embed with your team, own your financial strategy, and serve as a trusted partner to the CEO and board.
Who It's For
Growing businesses that have outgrown basic bookkeeping but are not yet ready for — or cannot justify — a full-time CFO. Typically companies between $2M and $50M in revenue navigating fundraising, rapid growth, acquisition, or a financial inflection point.
What's Included
What we deliver
01
Financial Strategy & Planning
Annual operating plans, long-range financial models, and strategic scenario analysis to guide major business decisions.
02
Board & Investor Reporting
Monthly and quarterly reporting packages with the financial narrative, KPIs, and commentary that boards and investors expect.
03
Cash Flow Management
Rolling 13-week cash flow forecasts and working capital management to ensure you always know your runway.
04
Budgeting & Forecasting
Collaborative budget development and monthly reforecast cycles that keep your plan aligned to business reality.
05
Banking & Lender Relations
Ongoing lender relationship management, covenant compliance monitoring, and credit facility optimization.
06
M&A & Transaction Support
Buy-side and sell-side financial due diligence, deal structuring input, and integration planning.
07
KPI Dashboard Development
Design and implementation of the operational and financial metrics that drive accountability across the leadership team.
08
Finance Team Leadership
Oversight and development of your internal accounting and finance team, including hiring, coaching, and systems improvement.
Outcomes
What you can expect
- Confident, data-driven decisions at the leadership table
- Investor and lender confidence backed by clean financials
- A scalable financial infrastructure ready for the next stage
- Reduced financial risk through proactive planning and oversight
Get Started
Ready to get started with Fractional CFO?
Schedule a no-obligation conversation with our team to learn how we can help your business.