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.