Fractional CFO and FP&A Services
Senior finance leadership for $5M to $50M businesses, scalable from analyst through CFO, built to make your business worth more.
Signs You Need a Fractional CFO or FP&A Team
These are the four situations we hear about most from owners and CEOs of $5M to $50M businesses. Each one calls for a different mix of planning, reporting, and senior judgment, and we build the engagement around the one you are facing.
You Have Outgrown Founder-Led Finance
The bookkeeper or controller keeps the books accurate, but nobody owns the budget, the forecast, or the monthly story behind the numbers. Leadership questions take days to answer, and decisions get made on instinct and lagging data.
How we help: fractional FP&A to build the planning, forecasting, and reporting your team runs on.
Sales Are Growing, but Cash Is Tight
Revenue is up, yet cash keeps getting squeezed by inventory, receivables, hiring, and growth investments. You need to see your cash position weeks ahead and know which customers, products, and prices actually make money.
How we help: cash forecasting, margin and pricing analysis, and a rolling forecast tied to the drivers of the business.
You Need Capital to Fund the Next Stage
A bank line, an equipment loan, and outside investors all want the same things: a credible model, clean reporting, and a clear story about where the money goes and how it comes back.
How we help: a fractional CFO to lead the raise, with FP&A support for the model and the lender or investor package.
A Sale or Acquisition Is on the Table
Whether a buyer has called or you are weighing an acquisition of your own, you need to know what the business is worth, what moves the number, and how to move forward.
How we help: a valuation, then CFO-level leadership through diligence and the deal. See where you stand with our free business valuation calculator.
Scalable Depth: Every Level of Finance in One Engagement
Most fractional CFO firms sell one seat: a single senior practitioner on a fixed retainer, splitting time across several clients. That model works for some businesses, and it leaves real gaps. MyExec delivers the full stack. Engage at any level from analyst through CFO, separately or together, and shift the mix as your needs change.
One engagement, one point of contact, one integrated team
CFO
Leads the executive decisions on capital, banking, the board, pricing, and growth, as a strategic partner to the CEO.
Director
Owns the plan: the budget, the KPIs, and the FP&A function your leadership team relies on to run the business.
Manager
Runs the monthly process: the forecast update, the variance analysis, and the reporting calendar that keeps everything on time.
Analyst
Builds the models, pulls the data together, and produces the reports and dashboards your team uses every month.
| Traditional Fractional CFO | MyExec | |
|---|---|---|
| Levels of leadership | CFO only | Analyst through CFO |
| Team depth | One person | A right-sized team |
| Flexibility | Fixed hours per month | Fully scalable, no minimums |
| Scope | Strategic leadership | Strategic, FP&A, and analytical |
| Engagement structure | Standard retainer | Custom-scoped per client |
| As your needs change | Renegotiate scope | Flex up and down naturally |
Fractional CFO: Strategic Financial Leadership for Growing Businesses
A fractional CFO gives you strategic finance leadership at the executive level: capital strategy, board work, M&A, and the big decisions that shape the business.
We partner with you on those decisions and bring the financial judgment your leadership team needs to scale with confidence.
CFO-level work covers capital strategy, board and lender relationships, M&A activity, leadership transitions, and the strategic questions that don't have textbook answers. These are the decisions that determine whether a business breaks through to its next stage or stalls trying.
For a business that needs that level of leadership before a full-time CFO makes financial sense, the fractional model brings the seniority, judgment, and outside perspective without the full-time commitment.
How CFO Engagements Work
Every fractional CFO engagement is scoped to your goals, the moments your business is navigating, and the level of senior leadership you need. Engagements follow three phases.
- 1
Discovery and Scoping
We start with a discovery conversation about where the business is, where you are trying to go, and the strategic questions in front of you. Then we propose an engagement scoped to your goals, the level of leadership you need, and the outcomes that will matter most in the first 90 days.
- 2
Onboarding Sprint
Over the first 30 to 90 days, your fractional CFO embeds with your leadership team and assesses current financial leadership, board readiness, capital structure, and strategic priorities. From there, your CFO builds structure where it is missing, strengthens what falls short, and drives the strategic initiatives already in motion.
- 3
Ongoing Strategic Partnership, Fully Scalable
After the sprint, the engagement settles into the cadence your business needs: weekly cash check-ins, monthly leadership reviews that turn numbers into decisions, quarterly forecast refreshes, and full board cycle support. Senior engagement scales up for the high-stakes moments: capital raises, M&A, banking, and the decisions where the cost of getting it wrong is highest.
Core Fractional CFO Capabilities
Common examples of the work we deliver in fractional CFO engagements:
- Board and investor reportingBoard packages, executive summaries, and the narrative around the numbers that earns the confidence of your board, investors, and lenders.
- Capital strategy and fundraising supportDebt and equity strategy, financial models for the raise, lender package preparation, and direct support through the capital raising process.
- M&A readiness and executionFinancial diligence, quality of earnings support, target evaluation, valuation analysis, and integration planning for buy-side or sell-side activity.
- Banking and debt structureLender relationship management, covenant compliance, refinancing strategy, and capital structure optimization.
- Strategic financial leadershipExecutive-level judgment on pricing, hiring, expansion, product line decisions, and capital deployment.
- Inflection-moment leadershipFinancial leadership through product launches, geographic expansion, acquisitions, leadership transitions, and other high-stakes moments.
- CFO partnership for the CEOA strategic finance counterpart who pressure-tests your thinking, raises the questions your team isn't asking, and brings the perspective of someone who has sat in the seat before.
Fractional FP&A: Finance That Drives Enterprise Value
Fractional FP&A gives you the full planning, forecasting, reporting, and analysis function that turns financial data into business decisions and drives enterprise value.
We embed within your business, learn how you operate, and build the FP&A infrastructure your leadership team needs to run with confidence.
Every fractional FP&A engagement is built around five pillars that separate reactive finance from finance that drives the business forward. Whether we are building your function from the ground up or strengthening specific areas, the framework keeps the work focused on what matters most.
Planning and Forecasting
Annual budgets and rolling forecasts built on the real drivers of your business.
Reporting and Visibility
Monthly reporting and KPIs your leadership team can read quickly and act on.
Analysis and Decision Support
Variance, profitability, and scenario analysis behind every major decision.
Strategic Alignment
Budgets, targets, and plans tied to the goals the business is working toward.
Unit Economics
Clear margin and profitability by customer, product, and channel.
How FP&A Engagements Work
Every fractional FP&A engagement is scoped to your goals, your objectives, and the specific challenges your business is facing. Engagements follow three phases.
- 1
Discovery and Audit
We start with a discovery conversation to understand where you are, what you are trying to achieve, and what is getting in the way. Then we audit your current reporting, planning capabilities, and finance function maturity against the five pillars. The audit produces a written assessment of your current state, a prioritized list of gaps, and a recommended engagement structure.
- 2
Plan and Build
Based on what the audit reveals, we propose a focused plan to close the gaps. That might mean building your operating model from the ground up, layering in monthly forecasting and reporting, developing KPI dashboards, or strengthening specific areas where the function falls short. We build the infrastructure, then move into ongoing support.
- 3
Ongoing Support, Fully Scalable
There are no minimum hour requirements and no rigid retainer commitments. Flex up during budget season, board prep, or a capital raise, and scale back to baseline coverage afterward. As the business grows and the work evolves, the engagement evolves with it.
Core Fractional FP&A Capabilities
Common examples of the work we deliver in fractional FP&A engagements:
- Financial modelingThree-statement integrated models, operating models, and the financial infrastructure your business runs on.
- Annual operating plan and budgetBuilt bottom-up with your team and anchored in revenue drivers, cost structure, and capital priorities.
- Rolling forecastsMonthly or quarterly forecast updates that reflect current performance and forward expectations.
- Management and board reportingClean, decision-ready packages that turn the numbers into a story your leadership team and board can act on.
- KPI development and dashboardsThe metrics that drive your business, in formats your team will use.
- Variance analysisA structured comparison of actual results against plan, with the reasons behind each difference.
- Customer and product profitabilityClarity on which segments, customers, and offerings drive margin.
- Capacity and headcount planningThe cost of growth, modeled before the hiring decisions get made.
- Scenario and sensitivity modelingCapital decisions, growth plans, and downside cases stress-tested before you commit.
One Engagement, Shaped to What You Need
Every engagement is scoped individually, and the mix can change as the business does. These are the shapes we see most often. You pay for the capabilities you use, at the level the work requires.
Fractional CFO With FP&A Support
A CFO-level strategic partner at the executive table, with analyst support for the modeling and reporting behind each decision.
Best for: CEOs who need a senior finance counterpart and the numbers to back each decision.
Full Outsourced FP&A Function
A director-level lead with analyst support runs your planning, forecasting, and reporting on a monthly cadence. It is the finance function you would build in-house, staffed at the level the work needs.
Best for: companies with no FP&A today, or a controller stretched well past accounting.
Hybrid CFO and FP&A
A CFO leads strategy while an FP&A team runs planning and reporting underneath, with one point of accountability across both.
Best for: growing companies that need the full stack, from monthly reporting to board and lender work.
Project-Focused Engagement
A senior team deployed for a capital raise, an acquisition, a sale, or a specific initiative, with a defined scope and end point.
Best for: a model rebuild, a lender package, a transaction, or a new product line.
Seasonal or Project Capacity
Additional analytical or CFO time added during planning cycles, transactions, or specific initiatives, alongside your existing team.
Best for: budget season, board prep, or any stretch when your team needs more hands.
Not Sure Which Fits?
Score your finance function in our 5-minute assessment, or book a 30-minute call. We will recommend the shape and level of support that fit, and tell you honestly whether we are the right fit.
Built to Make Your Business Worth More
Most finance work is reactive: producing reports, closing books, reconciling the past. We exist to drive the business forward. Every engagement is structured around the levers that grow enterprise value: EBITDA performance, capital efficiency, profitable revenue expansion, balance sheet strength, and strategic positioning.
Because MyExec also prepares business valuations, we can measure the result. A valuation shows what the business is worth today and which drivers hold it back, and the plan, the reporting, and each re-valuation all point at the same goal.
- 1Know the number
A valuation shows what the business is worth today and which drivers hold it back.
- 2Set the target
We agree on where you want the business to go and what it needs to be worth when it gets there.
- 3Build the plan
Budget, forecast, and the finance function to run them, staffed at the level the work needs.
- 4Keep score
Monthly reporting and periodic re-valuation show whether the moves are working.
- 5Sell when you are ready
When the timing is right, we run the sale of a business that is already prepared.
Know Your Number
Our free business valuation calculator gives you an estimate of what your business is worth in about a minute, with nothing to sign up for. It is the starting point for setting a target and building the plan to reach it.
Results That Drive Your Business Forward
Our work is judged by the outcomes we produce. Here’s what some of our clients have achieved.
Increased EBITDA 25% YOY
Executive Coaching Firm, $40M+ ARR
MyExec provided analyst and director level fractional FP&A services that built the foundational operating model, rolling forecast, and unit economics KPIs, established a monthly FP&A cadence, and identified the customer acquisition inefficiencies and churn drivers that unlocked margin expansion across the business.
Raised $5.7M in Project Financing
Real Estate Developer
MyExec provided fractional analyst and CFO level FP&A services to rebuild the capital investment model with more accurate NPV, IRR, and ROI analysis. The new model compressed project timelines from 3.5 years to 2, drove occupancy from 80% to 92%, and helped raise $5.7M in new financing for additional projects.
New Product Line Commercialized
Specialty Manufacturer, $100M Revenue
Strategic project in which MyExec provided FP&A expertise to build the pricing, margin, and scenario modeling, plus a sustainability ROI framework, that aligned executive leadership and moved a stalled initiative from concept to commercialization.
“MyExec worked with our organization to develop an FP&A process for our real estate finance function. They did a terrific job and worked very collaboratively with our demanding business partners. They would be an asset to any organization.”
“MyExec helped me create a business model for my RE development business and customized it to my needs. They have been extremely easy to work with and have provided great value. We have extended our relationship beyond the one-time engagement for monthly FP&A. I recommend them highly.”
We Guarantee Our Work
1.
90-Day Value Guarantee
If we haven’t delivered measurable value in the first 90 days of the engagement, we work for free until we do. No long-term contracts, no termination fees, no questions asked. Cancel anytime.
2.
Vetted Talent, Every Engagement
Every person on your engagement, from analyst through CFO, goes through rigorous qualification before they touch your business. We assess credentials, operating experience, technical skill, judgment under pressure, and fit with your team. You get finance professionals who have done this work before.
3.
Fully Scalable, No Minimums
Engagements have no minimum hour requirements and no rigid retainer commitments. Flex up during budget season, board prep, a capital raise, or a sale, and scale back to baseline coverage afterward. We work alongside your bookkeeper, controller, or CPA firm.
Fractional CFO and FP&A Questions Owners Ask Us
Do you need a fractional CFO, fractional FP&A, or something in between? These are the questions we hear most often from CEOs and founders deciding whether fractional finance leadership fits their business and stage.
Is Fractional Finance Right for Your Business?
What does a fractional CFO do?
A fractional CFO provides senior finance leadership on a part-time or project basis. That usually means cash and capital strategy, bank and investor relationships, board reporting, pricing and investment decisions, and preparing for an acquisition or sale. Most companies between $5M and $50M in revenue need this level of judgment before a full-time CFO makes financial sense.
When should we hire a fractional CFO?
Most businesses bring in a fractional CFO when the financial stakes start to outpace what founder-led management can handle. Common triggers include preparing for a capital raise, navigating an M&A transaction, building a board, restructuring debt, evaluating major investments, or needing a senior strategic counterpart at the executive table. If the next set of decisions feels too consequential to make on instinct, CFO-level leadership starts paying for itself.
When should we hire fractional FP&A support?
Fractional FP&A becomes valuable when your business has outgrown founder-led financial management and the bookkeeper-driven reporting that worked at an earlier stage. Common triggers include unreliable forecasts, leadership questions that take too long to answer, a board or lender asking for tighter reporting, a slow month-end close, growth that is making decisions harder, and a leadership team that wants to run the business on data.
Do we need a fractional CFO, fractional FP&A, or both?
It depends on what is missing. If the gap is strategic, such as capital decisions, board readiness, M&A, or banking relationships, you need a fractional CFO. If the gap is analytical, such as planning, forecasting, reporting, or KPI development, you need fractional FP&A. Some clients need both: a CFO leading strategic finance at the executive level, plus an FP&A team running the planning and reporting underneath. Our scalable depth model means you can engage either one, or both, in a single engagement.
What is the difference between a fractional CFO and a controller?
A controller focuses on accuracy, compliance, and the historical record: clean books, a timely close, accurate financial statements, and the systems that keep accounting reliable. A fractional CFO focuses on capital strategy, forecasting, decisions, and the executive judgment that shapes where the business is going. The two roles complement each other. Strong CFO work depends on accurate accounting, and strong controller work creates the foundation a CFO uses to drive strategy.
Should we hire a fractional CFO or a full-time CFO?
For most businesses between $5M and $50M in revenue, fractional makes more sense. A full-time CFO is a large fixed commitment once salary, bonus, and benefits are counted. A fractional CFO brings the same caliber of strategic leadership, sized to the work the business has today, with the flexibility to scale up or down as needs change. Many of our clients eventually hire a full-time CFO once the business reaches the scale where it is justified, and we help with the transition when that time comes.
How is fractional finance leadership different from outsourced accounting?
Outsourced accounting handles the day-to-day work of bookkeeping, payroll, payables and receivables, and financial statement preparation. Fractional finance leadership operates above that layer: strategic planning, capital decisions, board reporting, financial analysis, and executive-level judgment. The two work together. We require clean, current books before we engage, and we work alongside your existing accounting team or outsourced provider.
What size business is fractional finance leadership right for?
We focus primarily on businesses between $5M and $50M in revenue. That is the stage where finance complexity has outgrown founder-led management but does not yet justify a full executive finance team. Below $5M, the work is typically bookkeeping and basic financial management, which accounting services handle well. Above $50M, businesses often need permanent in-house finance leadership. The band in between is where fractional finance leadership delivers the highest leverage.
How Our Engagements Work
What if our accounting or bookkeeping isn’t clean? Can you fix it?
We don’t do bookkeeping or accounting cleanup. Our work depends on accurate financial data, so if your books aren’t current or reliable, that needs to be addressed before we engage. If you don’t already have a strong bookkeeper or accounting team in place, we can recommend trusted partners to get the foundation right. Once accounting is stable, we can move quickly.
How long do fractional finance engagements typically last?
Most engagements are designed to be long-term partnerships, because strategic finance work compounds over time. The longer we work with a business, the more we understand its drivers, the sharper our analysis becomes, and the more value we deliver. Some engagements are scoped as discrete projects, such as a capital raise, an M&A transaction, or a model rebuild, and some clients eventually move to full-time in-house finance leadership as the business scales. There are no long-term contracts and no termination fees. Our clients stay because the work continues to drive value.
How much does a fractional CFO or FP&A engagement cost?
Pricing depends on the level of leadership, the scope of work, and the depth of the team, so every engagement is scoped individually. After a 30-minute call, we send a proposal with the scope, the team, and the price. There are no minimum hour requirements, no long-term contracts, and no termination fees.
What does the discovery process look like, and is there a cost?
The discovery conversation is free. It is a 30-minute call to understand your business, your goals, the strategic questions you are working through, and where finance leadership could move the business forward. From there, we propose an engagement scoped to your needs, including pricing, deliverables, and the team composition, and you decide whether to move forward. No pitch decks, no pressure, no obligation.
How does fractional finance leadership affect what my business is worth?
Buyers pay for earnings they can trust and a business that runs without the owner. Reliable forecasts, clean monthly reporting, tracked KPIs, and a management team that runs on the numbers all reduce the risk a buyer sees, and lower risk supports a higher multiple. A valuation shows where you stand today and which drivers hold the value back. Our free business valuation calculator gives you an estimate in about a minute.
Beyond Finance Leadership
Finance leadership is how the number moves. MyExec also tells you what the business is worth and runs the sale when you are ready.
Business Valuations
Find out what your business is worth. When the number has to hold up to a buyer, a partner, or their advisors, our valuation professionals prepare a formal valuation, delivered as a calculation of value or a conclusion of value, to NACVA professional standards.
Sell-Side M&A Advisory
When the time comes to sell, we manage the whole transaction: the valuation, the preparation, a targeted search for buyers with the right motivations, the negotiation, and the push through diligence to a signed close. Confidentiality is built into every step.
Both start with knowing what your business is worth. Our free business valuation calculator gives you an estimate of value in about a minute.
Ready to Talk About What’s Next for Your Finance Function?
Most engagements start with a 30-minute call. We listen, we ask the questions a CFO would ask, and we tell you honestly whether we’re the right fit. No pitch decks, no pressure, no obligation.
Headquartered in Reading, PA. Serving clients nationwide. contact@myexec.co