Fractional CFO
Institutional-grade financial leadership for the decisions that shape the business—capital, growth, investors, and exit.
* Published prices are starting points, not one-size-fits-all packages. Final scope and pricing are confirmed after NextGen understands your company’s complexity, objectives and required level of involvement.
Questions a Fractional CFO helps you answer.
How do we fund growth?
What’s our capital strategy?
Are we ready to expand?
How do we communicate with investors and the board?
Should we acquire, or be acquired?
What does the long-term plan say?
Clear, repeatable deliverables.
Grouped into strategy & capital, growth & relationships, and leadership — executive financial partnership for the moves that shape the company’s future. Scope is set per engagement.
Strategy & capital
- Strategic & capital planning
- Financial modeling — scenario-driven projections
Growth & relationships
- Growth & expansion planning
- Banking & investor relationships
Leadership
- Board reporting — executive-ready narrative
- M&A evaluation & executive decision support
Fractional CFO includes the full monthly operating rhythm plus strategic and capital leadership; substantial transaction, capital-raise, or M&A work is scoped separately.
See a real example of the deliverable
Illustrative — representative of the deliverable, not a client result. See a finished example: View a sample Monthly Advisory Update →
For scaling and investor-backed companies
- Larger, more complex organizations
- Businesses planning major growth or capital moves
- Companies with investors or a board
- Owners preparing for expansion, acquisition, or exit
The top of the progression
This is the top of the engagement path — executive financial leadership that draws on every engagement beneath it: clear intelligence, evaluated decisions, and the operational discipline of the Fractional Controller rhythm, all directed toward long-term growth and value creation. It includes the full monthly operating rhythm plus strategic and capital leadership; substantial transaction, capital-raise, or M&A work is scoped separately.
Where this sits in the engagement path.
Start here
Executive financial leadership, on demand.
Start with a complimentary Business Assessment — a no-pressure look at what your numbers reveal and where the next opportunity is hiding.