Fractional CFO Firm

About our company

The story behind Egort & Partners—and how we’re redefining what it means to have a CFO in your corner.

Built for Impact, Designed for Growth

Egort & Partners was founded on a simple but powerful idea: business leaders shouldn’t have to choose between rock-solid financial operations and visionary strategy..

With over 65 years of combined CPA experience, our founders saw firsthand how mid-market companies struggle to access the kind of insight typically reserved for larger enterprises. So we built a firm to change that—bringing CFO-level thinking, cutting-edge technology, and hands-on execution to growing businesses.

65Y

Years of experience

2.5M

Revenue saved

10+

Industry experience

95%

Client retention rate

Our mission

To transform how growing businesses in health care, legal, and service-based industries experience financial leadership—by combining world-class expertise with a personal, responsive, and transparent approach.

We aim to empower CEOs and executive teams with clarity, confidence, and the financial tools they need to make bold, data-driven decisions.

Today, we serve clients across high-touch, regulated, and operationally complex industries with one mission in mind: to be the most trusted financial partner our clients have ever worked with.

Meet the leaders behind Egort & Partners

Marc Egort

Marc Egort

Co-Founder

Marc Egort
Sam Applebaum

Sam Applebaum

Co-Founder

Sam Applebaum
Michelle Gilmore

Michelle Gilmore

Operations Manager

Michelle Gilmore
Camila Roizental

Camila Roizental

Client Success & Experience Manager

Camila Roizental
Contact us

The values that shape everything we do at Egort & Partners

Schedule a call

01

Execution

We don’t just plan—we implement. We believe financial strategy only matters when it drives action.

02

Results Matter

Our work is measured by what our clients achieve: more profit, less friction, and better decisions.

03

Ownership

We take responsibility for your outcomes as if we were on your payroll—because our clients’ success is personal.

04

Growth

We aim to scale with you. Whether you’re launching your second location or preparing for acquisition, we evolve alongside your business.