Experience + Speed
The CFO position is one of the most demanding in business. Your CFO must combine sharp risk and governance skills with an ability to drive value quickly.
Our interim CFOs engage with you immediately to assess, stabilize, and act. They create high-functioning entities, rock-solid processes, and efficient functions.
With a CXO Partner serving as your interim CFO, you will have an exceptionally credentialed, 25-plus-year pro who will deliver steady leadership, expertise, and positive results for your organization.
Why work with us
Proven C-Suite executives; 25+ years
Stabilizing presence to fill leadership gaps
Low-risk, agile service model
Referral-only CFOs and executives
Full-service interim CFO and office of the CFO capabilities
Audit Preparation
Completing schedules, identifying potential issues, and goal setting.
Benchmarking and KPIs
Comprehensive financial, customer, employee, and process measures.
Board & Audit Advisory
Full Board Advisory, and committee support services.
Budget, Cash Flow and Forecasting
Pro-forma statements, qualitative quantitative data, forecast vs. actuals.
Financial Due Diligence
Gather and analyze the health of a potential target’s earnings, working capital requirements, free cash flow, more.
Financial Systems
A strong finance and accounting infrastructure, processes, controls and systems — the baseline of success.
Private Equity & Investor specialty services
CXO Partners also supports Private Equity firms and PE-backed firms with services ranging from deal sourcing through investment, onboarding, integration and exit.
Front-End Due Diligence
Includes Financial Due Diligence; Core Analysis / Adjustments; Quality of Earnings; Revenue Recognition; Cash Proof/Free Cash Flow; Cash Free, Debt Free Issues; Working Capital PEG; Contract Reviews.
Post-Deal Integration & Assimilation
From bootstrapped companies/founders to mature co.s, we help them understand the expectations of being a PE portfolio company. We also help build strategy, operating models and execution, GTM, data strategies, IT operations, tech infrastructure.
Transaction Assistance / M&A Readiness
Full buy-side and sell-side support, including Readiness (e.g. Cash to GAAP Conversions, Revenue Recognition and Restatements, Departmental Margins, Developing Forecasts); Due Diligence; Integration; Quality of Earnings remediations, and Working Capital issues and fixes.
On-Demand, Outsourced Operating Partner Capabilities
We extend or augment operating partner capabilities and assist those without a mature operating partner model.
Our Team
Katie Reilly
Partner - Product Management; Interim
and Fractional CPO
David Taylor
Principal - Product & Technology
Kishore (Kish) Yerrapragada
Principal - Product & Technology
Rebecca Chastain
Principal - Product & Technology
Greg Smith
Managing Partner, Product & Technology
Ebook
Board of Directors Management
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What our clients say about us
Our company was acquired by Oracle. [CXO Partners] was a key player in helping to get that accomplished. They are very much integrated into our leadership team.
— Diego Pantoja-Navajas,
Founder & CEO, Logfire
The [CXO] team transformed our professional services offerings and accelerated our ability to scale. They also provided expert M&A due diligence and guidance leading to our successful exit.
— Bonz Hart, CEO, Meridium
We leveraged [CXO Partners] CFO services to grow. They helped us package two businesses that led to successful M&A exits. I can’t recommend them highly enough.
— Alexei Rojanets, President & CCO, Aptitude Health
Insights
Next Steps
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