Fractional CFO Services

Strategic Planning

Build a proactive financial roadmap with flexible, scenario-based thinking.

Annual Budgeting

Annual Budgeting

Scenario Modeling

Scenario Modeling

Growth Alignment

Growth Alignment

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Let our experience drive your financial success

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About the service

Strategic financial planning transforms your business goals into executable financial strategies. We start by understanding your vision—whether that’s launching new products, expanding to new markets, or reducing costs. From there, we create dynamic financial models, budgets, and scenario forecasts that help you manage uncertainty and make better decisions. Our plans aren’t static spreadsheets—they’re tools for leadership alignment, investor engagement, and operational focus.

Our Team

Meet our team
Marc Egort

Marc Egort

Co-Founder

Marc Egort
Sam Applebaum

Sam Applebaum

Co-Founder

Sam Applebaum