Expertise for moments that matter.
Flexible, experienced financial leadership to support transitions, growth, transactions, and transformation.
Financial leadership for the way you work.
Interim CFO, Fractional CFO, and Strategic Financial Advisory for middle-market, private equity-backed, and family-owned businesses.
Strategic Financial Advisory brings together our expertise in corporate finance, M&A, and financial and operational transformation. Explore the five detailed specialties below.
Five areas. One connected view.
Explore interim leadership, fractional CFO support, corporate finance, M&A, and transformation.
Interim CFO Leadership
Executive leadership during CFO transitions, restructuring, acquisitions, and strategic change.
Discuss This Service ↗Fractional CFO Services
Flexible CFO-level oversight without the need for a permanent full-time appointment.
Discuss This Service ↗Corporate Finance & Capital Advisory
Treasury, working capital, financing strategy, capital structure, and financial planning.
Discuss This Service ↗M&A & Private Equity Advisory
Transaction readiness, financial diligence support, integration planning, and investor reporting.
Discuss This Service ↗Financial & Operational Transformation
ERP modernization, financial governance, management reporting, and process improvement.
Discuss This Service ↗Financial Leadership When It Matters Most.
Experienced executive perspective for your next strategic decision.
Start a Conversation ↗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.