Industries Served

CFO-Partner has improved the performance of clients in nearly every major industry sector across the United States. While every business and industry is different, every business faces financial challenges. From startups to mature mid-sized companies, our team's diverse experience as outsource CFO financial consultants brings well-rounded perspective and resources to meet the complex challenges of clients across all industries.


We understand the operational and intellectual property complexities and the valuation considerations for aerospace companies seeking acquisitions or exit.


We've served as financial consultants to numerous construction companies, helping our clients improve cash flow, profitability and increase sustainability.


Defense companies either innovate or close their doors. We've helped defense clients innovate by closing strategic transactions, improving cash flow and acquiring capital.


We’ve successfully assisted an online education company with an exit strategy, which created a liquidity event for the owner and greater growth opportunity for the staff.


We have an extensive background in the oil & gas industry, with particular experience in E&P and midstream. We provide clients valuable assistance via our contract CFO and M&A services.

Financial Services & Banking

We're deeply involved in the banking arena and have been instrumental in assisting banks in areas of asset/liability management, investment strategies, deposit and loan growth and financial reporting.


We have experience navigating the billing and collection process, implementing employee measurement criteria and installing incentives, which in turn yield a greater production level by the staff.



We’ve worked with a large insurance company, developing enhanced reporting and global cash flow models. This forward-looking approach has assisted in better management of the overall business.



We’ve developed tools to effectively manage the manufacturing process and maximize profits and efficiencies. We've improved gross margins and bottom-line profits by identifying unfavorable variances and implementing production bonus incentives.

Marketing, Media & PR

With experience in the marketing and PR industries, we've enhanced revenues and profitability for our clients in this dynamic and ever-changing industry.

Professional Services

We’ve successfully assisted clients in measuring direct margin, identifying client service efficiencies and enhancing overall profitability.

Real Estate

Real Estate

We’ve helped developers and commercial rental property owners navigate this challenging, capital-intensive industry.



We’ve successfully assisted technology & software company founders exit their businesses at optimum market timing to maximize shareholder value.


We're experienced in leading telecomm companies through strategic M&A transactions and are uniquely positioned to assist in a variety of disciplines and services.


We’ve obtained additional financing with more favorable terms for a transportation company that improved their cash flow and allowed them to expand their service area.