Just bought my 2nd business - Strategic CFO services

searcher profile

April 07, 2025

by a searcher from Clemson University - College of Business and Behavioral Science in Charleston, SC, USA

I just bought 50% of a business that focuses on providing strategic CFO services. They have some really good IP and framework that can guarantee clients over $10 million in revenue, $100,000 in cost savings, revenue increase, tax savings, or value creation in 90 days.

Due diligence was a lot of fun, and I got to talk to many clients to understand their experiences. The issue is marketing and sales to help get the word out. This company has a great solution but it's under a rock right now.

I have a background in sales and marketing and I am excited to take this to the next level.

Thank you to all who helped me on this journey in this community..

Harper

PS If I can serve any of you with my new partner and our team, please let me know.








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commentor profile
Reply by a professional
from The University of Georgia in Atlanta, GA, USA
Thanks for the tag, ^redacted‌. ^redacted‌, yes, BD and marketing is tough, especially in FractionalCFO world. I'd suggest local events/organizations to get reputation in your market. While the service can be virtual, for a business owner to entrust you with the CFO function, it's really a in-person experience that makes a difference. Once you are established certainly referrals help tremendously. Of course, targeted SEO and CRO make sense. Would suggest reaching out to an agency to get you help. Acadia is a great digital marketing firm in the SE. There are hundreds! On a personal note, I'd be interested to understand how your FractionalCFO can guarantee savings of 100k. Presume you would work on contingency in those situations? DM me as I'd be curious to know the model. Thanks
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Reply by a professional
from Hofstra University in Nassau County, NY, USA
Looks like a nice opportunity. People certainly like to hear about savings, but is that really the role of a fractional CFO. We debate these things on our team all the time...are we CFOs, consultants, something? What do clients really want? Happy to connect and share some of what we've found...DM me. GM
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