FirstCXO provides strategic financial leadership and business consulting services to small and mid-sized companies. Think of us as your on-demand executive team — helping you with financial planning, fractional CFO support, M&A advisory, and leadership coaching. We step in to offer high-level expertise, whether you're growing fast, planning an exit, or simply looking for better clarity around your business finances.

We understand that trust is earned, not assumed. Our team includes seasoned CFOs, financial analysts, and business consultants who have worked with startups, family businesses, and multi-million-dollar enterprises. We’ve helped companies improve profitability, prepare for funding, streamline operations, and execute successful mergers and acquisitions. Most importantly, we take a personalized, hands-on approach — we’re not just advisors; we’re strategic partners in your success.

We work best with business owners, founders, and executive teams who are serious about growth but don’t want to hire full-time executives just yet. If you're trying to scale smartly, improve financial visibility, prepare for an acquisition, or develop as a leader, FirstCXO is a great fit. Our clients are usually in the $1M–$50M revenue range, but we’ve helped earlier-stage startups and larger companies too.

We always start with a conversation — no pressure, just clarity. From there, we’ll assess your challenges and recommend a customized plan. Depending on your needs, we may act as your part-time CFO, guide your M&A process, help restructure your financial reporting, or coach your executive team. Our services are flexible — month-to-month, project-based, or ongoing support — and always tailored to your business goals.

While we’ve worked across dozens of industries, we have particularly deep experience in: • SaaS and tech • Healthcare and wellness • Professional services • Manufacturing and logistics • E-commerce and retail That said, we’re industry-agnostic in many ways. Our strength lies in understanding your business model quickly and applying proven financial and strategic frameworks that work.

Not at all. While many of our clients are based in the U.S., we work with companies around the world — especially those expanding into U.S. markets or looking to scale globally. Most of our services are delivered virtually, allowing for flexible and efficient collaboration no matter where you're located.

We’re not your typical consultants who drop a slide deck and walk away. Our team becomes embedded in your leadership structure — even if just a few hours a week — and we focus on execution just as much as strategy. We’re also lean, meaning you get senior-level expertise without inflated overhead or bloated teams. It’s high-impact, executive-level support that actually moves the needle.

FirstCXO provides comprehensive support across the entire mergers and acquisitions (M&A) process. From pre-deal strategy and due diligence to deal structuring, negotiation, and post-merger integration — we guide you every step of the way. Our focus is helping you avoid costly mistakes and maximize the value of your transaction.

Studies show that 70-90% of M&A deals fail to deliver their intended value. Common pitfalls include poor cultural fit, lack of strategic alignment, and weak post-merger integration. We help our clients overcome these issues with thorough planning, risk assessment, and hands-on execution support — ensuring your deal enhances, rather than disrupts, your business.

If you're considering an exit, a strategic acquisition, or even internal consolidation, it's worth having an M&A readiness assessment. We look at your financials, growth story, leadership capacity, and market dynamics to help you determine whether you're truly ready — and what steps to take next.

Yes, we frequently help owners prepare their business for sale, identify potential buyers, and navigate the transaction process. From cleaning up your financials to negotiating terms, we work to ensure you get the best value and the smoothest transition possible.

We work with founder-led companies, private equity-backed firms, and fast-growing startups across various industries. Whether you're looking to expand through acquisition or plan a successful exit, our team brings the strategic and financial expertise to support you.

Post-merger integration (PMI) is the phase where most value is either created or lost. It involves aligning teams, systems, cultures, and operations after a deal is closed. We help you plan for this from day one, so your new organization runs smoothly and achieves the intended synergies.

We start with a strategy session to understand your goals, timeline, and deal structure. From there, we build a custom plan and provide the resources and expertise needed to move forward with confidence.

A Fractional CFO is a highly experienced finance executive who works with your business on a part-time or project basis. They bring strategic financial expertise — like budgeting, fundraising, performance tracking, and leadership — without the cost or commitment of hiring someone full-time.

Bookkeepers and controllers focus more on day-to-day record keeping and compliance. A Fractional CFO, on the other hand, is a strategic advisor. They help you plan for growth, make big financial decisions, and manage risks — all while translating complex financial data into clear, actionable insights.

Startups, growth-stage businesses, and even mature companies going through a transition (like fundraising, restructuring, or acquisition) benefit the most. If you're not quite ready for a full-time CFO, but need that level of insight, a fractional solution is the perfect fit.

We begin with an in-depth consultation to understand your current financial position, team structure, and goals. Then, we develop a tailored engagement — which could include weekly strategy sessions, financial system builds, board reporting, or investor presentations. It’s all based on what your business needs to grow with confidence.

Yes. One of our core strengths is helping businesses prepare for fundraising. We’ll support you with financial modeling, investor decks, due diligence materials, and coaching — so you go into every meeting prepared and positioned for success.

You get executive-level insight without the executive-level overhead. Our clients consistently see stronger cash flow control, better reporting, more confident decision-making, and improved relationships with banks, investors, and boards. Plus, our fractional model gives you flexibility to scale support as your business evolves.

Most clients are onboarded within 1–2 weeks. Once we align on your goals and scope, we move quickly to bring in the right CFO-level support and start driving results.

FP&A is the process of budgeting, forecasting, and analyzing your financial data so you can make smarter, more strategic business decisions. It’s not just about the numbers — it’s about understanding what they mean, what’s driving them, and how to use them to achieve your long-term goals. At FirstCXO, we help you build a financial foundation that supports growth and minimizes surprises.

Our FP&A services help you get proactive about your finances. Whether you're trying to scale, reduce costs, or prepare for funding, we provide the insights and structure to help you stay in control. From variance analysis to performance dashboards, we make sure you're not just reacting to the numbers — you're using them to lead your business forward.

We develop custom performance dashboards, KPI trackers, and financial reports tailored to your business. These tools give you instant visibility into cash flow, profit margins, budget performance, and more. Everything is designed to be actionable and easy to interpret, even if you're not a finance person.

Not at all. In fact, growing businesses benefit the most from structured financial planning. If you're making decisions around hiring, pricing, new services, or capital investments, you need solid financial projections. Our services scale with your needs — you don’t have to be a Fortune 500 company to benefit from executive-level insights.

Think of accounting as looking in the rearview mirror — it tracks what happened. FP&A, on the other hand, is your windshield: it helps you plan for what’s ahead. While both are important, FP&A gives you the forward-looking strategies needed to grow and adapt.

Absolutely. Cash flow is one of the biggest pain points for growing businesses. We’ll help you anticipate future cash needs, identify timing gaps, and build a strategy that keeps your business financially healthy, even in uncertain times.

It starts with a simple consultation. We’ll review your current financial setup, identify gaps, and build a roadmap tailored to your goals. From there, we’ll implement systems, build models, and work alongside your team to drive results month after month.

We help business leaders improve performance, drive growth, and lead with confidence. Our coaching focuses on leadership development, decision-making, and team effectiveness, while our consulting work addresses financial strategy, operational efficiency, change management, and strategic planning.

Coaching is typically one-on-one or team-based, and it's centered around leadership skills, mindset, and decision-making. Consulting is more hands-on and focused on solving specific business challenges. At FirstCXO, we often blend both to provide well-rounded support for leaders and organizations.

Our coaching and consulting services are ideal for founders, CEOs, and senior executives who want to improve as leaders and take their companies to the next level. Whether you’re navigating a growth stage, facing internal challenges, or simply want an experienced sounding board — we can help.

Clients who work with us often report better strategic clarity, improved team performance, and stronger financial results. Our process is customized, but the outcome is consistent: smarter decisions, more confident leadership, and measurable business improvements.

We offer both. Some clients engage us for a fixed project, like developing a growth plan or navigating a leadership transition. Others work with us over months or years for continued coaching and advisory support. We’ll structure the engagement around your goals.

Every engagement starts with an assessment — we want to understand your leadership style, company culture, team structure, and business challenges. From there, we create a personalized roadmap that matches your pace and preferences while challenging you to grow.

Start with a discovery call. We’ll discuss your current challenges, goals, and team dynamics. If there’s a fit, we’ll build a plan that supports your leadership journey and business objectives. Click Here to speak with one of our experts.