A senior CFO partner, right here in the Valley.
Fractional CFO in Phoenix and the East Valley. Gilbert-based, working with founders and growing companies across Phoenix, Scottsdale, Mesa, Tempe, Chandler, and statewide Arizona. The same strategic finance discipline that took a company to a $95M exit, sized to where your business is today.
Phoenix is built on founder-led companies.
The Valley has one of the densest concentrations of founder-led and lower-middle-market businesses in the country. Most of them hit the same wall: the company has grown faster than its finance function, the founder has become the de facto CFO, and the numbers no longer give clear answers about cash, margin, or what the business can actually afford to do next.
That is the moment a senior finance partner earns their keep. Not a bookkeeper, not a controller closing the books, but someone who has sat in the CFO seat and can tell you what the numbers mean for the decisions in front of you. I am based in Gilbert and work with companies across the East Valley and the broader Phoenix metro, as well as statewide.
The right-sized first step
Not every company needs a full retainer, and a smaller or earlier-stage business should not be talked into one. For most founders who are just feeling the pressure, the right entry point is a Pulse Check.
It is a fixed-fee, 30-day diagnostic. I take a structured read on three things... your cash position, your margin profile, and how mature your operating metrics actually are... and deliver a prioritized action memo at the end. You walk away knowing exactly where you stand and what to fix first, whether or not we ever work together again. It is the lowest-risk way to get senior CFO eyes on the business.
If you need more than a diagnostic
When the situation calls for ongoing support, engagements scale from a light monthly advisory relationship up to a near-full-time acting CFO role for a turnaround or a transaction. The structure follows the need, and the Pulse Check fee credits toward a retainer if you move forward within 60 days.
CFO Exit Planning for Valley Founders
If a sale, recap, or capital event is on the horizon... 24 months out or 60... the financial story has to be ready long before diligence starts. Most companies are not. Quality of earnings, contract durability, customer concentration, and EBITDA defensibility are all built in the quarters leading up to a transaction, not during it.
That is the work I led from the inside of a $95M sale. The same exit-planning playbook... cash visibility, margin discipline, clean financial reporting, and a story that holds up to PE and strategic diligence... sized to Valley companies preparing for their own capital event. See the full CFO exit planning approach →
Who this fits in Arizona
- Founder-led companies across Phoenix, Scottsdale, Gilbert, Mesa, Tempe, and Chandler that have outgrown founder-run finance.
- Growing businesses where cash and margin visibility has not kept pace with the top line.
- Companies eyeing a capital raise, a sale, or a major investment that need the numbers to hold up to outside scrutiny.
- Owners who want a senior sounding board on the financial decisions that keep them up at night.
Industry depth runs through healthcare, technology, insurance, services, and pharmacy benefit management, but the foundational work... cash, margin, capital strategy, and clear reporting... carries across sectors. If your business is in the Valley and finance has started to feel like a constraint rather than a tool, that is exactly the conversation worth having.
Answers before the call.
The questions that come up first when a founder or sponsor is sizing up the fit.
Are you actually based in the Phoenix area?
My company is small. Is it too early for a CFO advisor?
What does it cost to get started?
How is this different from my bookkeeper or accountant?
What industries do you know best?
Let's talk about your business.
A 30-minute conversation, no obligation. Tell me where the business is and what is keeping you up at night, and I will give you a straight read on whether and how I can help.