BOCA RATON, FLORIDA · SERVING CLIENTS NATIONWIDE+1 (561) 430-8608
CMC logoCAPO MANAGEMENT
CONSULTING LLC
EXECUTIVE FINANCIAL ADVISORY

Senior CFO Leadership.
Direct Access. Real Execution.

Strategic financial leadership for middle-market companies, private equity-backed businesses, and organizations navigating complex change.

CAPO / VISUAL PERSPECTIVE

Finance. Strategy. Execution.

A connected perspective on financial leadership, capital decisions, and operational change.

Conceptual illustration of finance, strategy, execution.
A DIFFERENT KIND OF FINANCIAL PARTNER

Senior-level thinking. Practical execution.

Business challenges rarely arrive neatly packaged. CAPO combines strategic financial insight with hands-on leadership to help organizations make sound decisions and move forward with purpose.

Meet Our Leadership ↗
OUR EXPERTISE

Solutions for pivotal business needs.

Executive financial leadership tailored to your organization's ambitions.

01 / ADVISORY

Interim CFO Leadership

Executive leadership during CFO transitions, restructuring, acquisitions, and strategic change.

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02 / ADVISORY

Fractional CFO Services

Flexible CFO-level oversight without the need for a permanent full-time appointment.

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03 / ADVISORY

Corporate Finance & Capital Advisory

Treasury, working capital, financing strategy, capital structure, and financial planning.

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04 / ADVISORY

M&A & Private Equity Advisory

Transaction readiness, financial diligence support, integration planning, and investor reporting.

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05 / ADVISORY

Financial & Operational Transformation

ERP modernization, financial governance, management reporting, and process improvement.

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CAPO Management Consulting founder
FOUNDER-LED ADVISORY

Experience at the table. Accountability in the work.

Led by José Rafael CAPO, a senior finance executive with more than 25 years of international leadership experience across the United States, Europe, and Latin America.

Our approach combines strategic financial insight with practical execution in corporate finance, enterprise technology, and business transformation.

25+Years of experience*
CFOExecutive perspective
GlobalOperating experience

About Our Founder ↗

WHY CAPO

Direct access. Senior judgment. Hands-on execution.

For organizations facing complex decisions, CAPO offers a founder-led alternative to broad executive networks and accounting-led outsourcing models.

Principal-led engagement

Work directly with senior financial leadership rather than navigating layers of account management.

Finance meets transformation

Connect capital decisions, reporting, technology, and operating priorities in one coherent plan.

Built around your priorities

Define a practical scope, clear deliverables, and an engagement model that fits the business challenge.

INDUSTRY EXPERIENCE

Built for complex environments.

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Healthcare & Life Sciences

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Manufacturing & Distribution

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Consumer Products & E-Commerce

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Technology-Enabled Businesses

See industry scenarios and examples ↗
WHEN TO ENGAGE CAPO

Experienced guidance when the stakes are high.

The right financial leadership can make a critical difference at an inflection point. We help management teams navigate decisions that cannot wait.

Leadership transitions

Maintain momentum and financial discipline while filling a senior finance leadership gap.

Growth and capital decisions

Strengthen forecasting, liquidity visibility, capital planning, and executive decision support.

Transactions and transformation

Prepare for acquisitions, integrations, reporting modernization, and operational change.

HOW WE WORK

Strategic perspective. Direct involvement.

01 / UNDERSTAND

Assess the priorities

Clarify the business context, financial risks, stakeholder needs, and desired outcomes.

02 / ALIGN

Build a practical plan

Translate complex challenges into focused priorities and a workable execution roadmap.

03 / EXECUTE

Lead with accountability

Support leadership decisions, implement improvements, and maintain visibility on progress.

LET’S CONNECT

Financial Leadership When It Matters Most.

Experienced executive perspective for your next strategic decision.

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COMMON QUESTIONS

Frequently asked questions

What is the difference between an interim CFO and a fractional CFO?

An interim CFO typically provides full-time or intensive leadership during a transition or defined assignment. A fractional CFO provides ongoing senior financial leadership on a flexible, part-time basis.

When should a company engage CAPO?

Common situations include a CFO departure, rapid growth, cash-flow complexity, refinancing, an acquisition, ERP modernization, or a need for more rigorous financial reporting and planning.

Does CAPO provide bookkeeping or tax preparation?

CAPO focuses on executive financial leadership and strategic advisory. Routine bookkeeping, audits, and tax preparation should be discussed separately with appropriately qualified providers.

Can CAPO work with companies outside Florida?

CAPO is based in Boca Raton, Florida, and welcomes inquiries from organizations across the United States. Engagement scope and on-site requirements are agreed individually.

What happens during an initial consultation?

The first conversation focuses on the organization’s priorities, current financial leadership needs, timing, and potential fit. Any engagement terms are agreed separately.