Fractional CFO Services

“Transitions don’t have to feel uncertain—if your numbers are clear, your path forward can be too."

Whether you’re preparing to expand locations, onboard new partners, exit the business, or bring on outside investors, transitions require more than optimism—they require solid financial footing.

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At Egort & Partners, we help law firms and healthcare practices prepare for change by putting strategy behind every decision. Our role is to ensure your finances support the next phase of your business, whatever that looks like.

Transitions We Commonly Support

We’ve guided clients through:

• Practice expansions and second office openings
• Partner buy-ins or ownership restructuring
• Leadership transitions or succession planning
• Mergers or acquisitions
• Shifting from solo to group practice (or vice versa
• Preparing to sell or exit the business

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These transitions involve legal, operational, and emotional components—but the financial layer is where most uncertainty lies. That’s where we come in.

How We Help You Prepare

Here’s what you can expect when working with us through a major transition:

• Financial due diligence – We evaluate your current performance and historical trends to identify what’s working and what needs refinement before a transition.
• Scenario planning – We model out the financial impact of different decisions so you can weigh trade-offs and avoid surprises.
• Cash flow forecasting – Especially important when expanding, hiring, or changing compensation structures.
• Valuation support – For clients preparing to buy or sell, we offer valuation input and financial preparation to ensure deals are based on reality, not assumptions.
• Strategic advice – We serve as a sounding board to help clarify the best financial path forward, tailored to your goals.

Every Change Is an Opportunity—If You’re Ready

The difference between a smooth transition and a stressful one often comes down to preparation. With a CFO in your corner, you’re not guessing—you’re planning.
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We help you approach transitions with data, clarity, and confidence—so you’re not just reacting to change, you’re leading it.

Your Business Will Evolve—Let’s Make Sure It Grows With Purpose

Whether you’re scaling up or stepping back, Egort & Partners provides the guidance to help you transition successfully—without losing momentum or control.