Fractional CFO Services

Long-Term Forecasting

Anticipate future outcomes and plan capital with multi-year financial visibility.

3-5 Year Models

3-5 Year Models

Sensitivity Testing

Sensitivity Testing

Strategic Targets

Strategic Targets

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About the service

Long-term forecasting helps you prepare for tomorrow’s challenges and opportunities—today. We create detailed, multi-year projections that reflect your business model, seasonal patterns, growth assumptions, and expense trends. We incorporate scenario testing to understand the impact of best- and worst-case outcomes, helping you make smarter investments, staffing decisions, and capital allocations. Forecasts are reviewed quarterly to keep your strategy aligned with reality.

Our Team

Meet our team
Marc Egort

Marc Egort

Co-Founder

Marc Egort
Sam Applebaum

Sam Applebaum

Co-Founder

Sam Applebaum