It’s Lonely at the Top by Brian CalifanoMany potential business owner clients or prospects share a similar sentiment: They lack a trusted ally to talk to about the real finances of their business. Company bookkeepers are good at providing data and reports; however, a strategic partner provides a different type of assistance — helping the owner take the business to the next level.

Speaking honestly to company employees can be problematic because concern about the stability of the company can be an unintended consequence.

Hiring a CFO is a solution that makes sense. Here’s why:

  1. The CFO will be an ear to bounce ideas off of — without worrying about how it affects company employees. The fractional CFO will look out for the best interest of the owner.
  2. The CFO brings experience. A seasoned CFO will have the know-how to sell a company, raise capital, or get equity. Often, these are scenarios that small business owners have not encountered, and it’s helpful to rely on an experienced person for guidance.
  3. A second set of eyes on the books will provide reassurance. The CFO can help compile financial statements and interpret them in a way that helps to run the business. College accounting class may have been many years ago, but the CFO will be your guide.

Business owners might think CFOs are only for Fortune 500 companies — but that’s not accurate. A true finance partner can help businesses of all sizes fulfill their highest potential during the critical phases of a company’s life cycle.

Take-away: If you’ve been looking for a finance partner, or feel that your business is ready for one, reach out to us for a diagnostic of your business. That’s the first step to figuring out how we can help you reach your fullest potential.

Brian Califano & Scott MargolinBrian Califano

Scott Margolin

Co-founders & Managing Partners


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