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Which of these are you struggling with?
Restrictive financial management
Small business owners lack the financial structure to achieve next-level results.
Limited access to capital
Small business owners often don't know how much capital they currently have.
Under-performing in-house financial staff
The in-house financial staff may not be trained in financial analysis.
Lack of a plan for the creation of value
We analyze businesses and identify opportunities for creation of value.
Too distracted from critical revenue-generation
NextGen CFO professionals handle the financial management function.
Inexperience in working with investors
NextGen CFO will assist the business when deciding to bring on investment capital.
Small business owners lack the financial structure to achieve next-level results.
Small business owners often don't know how much capital they currently have.
The in-house financial staff may not be trained in financial analysis.
We analyze businesses and identify opportunities for creation of value.
NextGen CFO professionals handle the financial management function.
NextGen CFO will assist the business when deciding to bring on investment capital.

Improve Performance
Maximize Value
Achieve Your Goals

NextGen CFO delivers strategic business counsel and CFO services to the owners and chief executives of more than 100 small and mid-sized businesses.

Do you need a strategic advisor with CFO skills?

Many businesses reach a point where their growth stalls, the owner is stretched in too many directions, or structural weaknesses threaten the company’s success. Do any of these sound familiar?

  • A lack of financial management threatens your ability to increase revenues
  • Limited access to capital makes it difficult to invest in growth opportunities
  • Your financial staff underperforms or isn’t trained in financial analysis
  • You lack experience working with investors
  • You’re distracted from revenue-generation activities by financial management worries
  • There’s no solid plan to create value in your business


These gaps — between your current capabilities and your goals — are where a NextGen CFO can help transform your business.

NextGen will match you with a strategic advisor who best fits your needs. Then the NextGen CFO will go to work with you and for you

Your NextGen CFO will:

  • Arm your company with sophisticated, C-suite finance and accounting expertise
  • Serve as your representative and advocate with bankers and other outside parties
  • Oversee HR, compliance, accounting, IT and other projects
  • Serve as a senior-level executive, leading and coaching your internal finance and accounting team
  • Help you raise capital, prepare the company for sale, buy other businesses and much more


    • Book a free consultation

Growth & Planning

Growth and Planning go hand in hand and are essential attributes of financially healthy companies, both large and small. With the experience of working with hundreds of companies, NextGen CFO can help you develop and/or improve your planning and budgeting

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