You built a great business.
Now you need a leadership team.
Fractional CFO, CMO, and COO leadership for $5M–$20M owner-operated service businesses. C-level direction — not more vendors.
You've got something real. But you're still the one holding it together.
Revenue is strong. The team is in place. And yet every meaningful decision still runs through you.
- You're still the one making every major decision.
- Financial planning happens in spreadsheets you don't fully trust.
- Marketing is whatever worked last quarter.
- Operations only run smoothly when you're in the building.
- You have a team — but you're still the bottleneck.
CFO, CMO, and COO expertise working together on your business.
Three disciplines. One integrated leadership team. Every engagement is scoped to what your business actually needs today.
Finance (CFO)
Numbers you can trust. Decisions you can defend.
- Monthly financials you can actually read.
- Cash flow you can forecast, not guess.
- Tax strategy that saves real money.
- Financial decisions based on data, not gut.
Marketing (CMO)
Spend tied to revenue. Growth that scales.
- Marketing spend tied directly to revenue.
- Lead generation systems engineered to scale.
- Brand strategy that compounds growth.
- Content and campaigns that convert.
Operations (COO)
Processes that work without you in the room.
- Processes built to run without micromanagement.
- Team structure designed for the next stage.
- Systems that scale without breaking.
- You stop being the single point of failure.
Integrated Team
One leadership group. One direction.
- CFO, CMO, and COO working from the same plan.
- No disconnected vendors pulling in different directions.
- Finance, marketing, and operations aligned on the same goals.
- Decisions made together, executed coherently.
Stop juggling vendors. Start leading.
Fractional leadership is measured in what the business feels like after it's in place. Four specific shifts.
You stop guessing what the numbers mean or what the next move should be.
You get your time back. Strategic decisions live with the leadership team.
Finance, marketing, and operations stop contradicting each other.
Every dollar of marketing and every ops hire is planned against a forecast, not a hunch.
Start with what you need most. Add the rest as you scale.
Most clients begin with the CFO engagement — financial clarity is the foundation everything else is built on. Then layer in marketing or operations leadership when the business is ready. Or bring in the full integrated team from day one.
CFO — Financial Clarity & Control
Bookkeeping, reporting, forecasting, and tax strategy. The financial clarity you need to make confident decisions and the strategic partnership that makes the numbers actually shape the business.
Clean books and monthly reporting.
Strategic partnership with tax prep, forecasting, and ongoing advisory.
CMO — Marketing Leadership
Brand strategy, lead generation, content systems, and growth planning. Marketing that actually drives revenue — managed by an operator who has scaled marketing organizations before.
Scoped to your growth stage, channel mix, and marketing needs.
COO — Operational Excellence
Process builds, team structure, systems design, and execution discipline. Operations that scale without you in the center of every decision.
Scoped to your operational complexity and team size.
We're direct about fit.
Fractional C-suite is a premium engagement. Two quick lists — who it works for, and who it doesn't. If either list surprises you, we can discuss it on the discovery call.
You're a fit if
- $5M–$20M in annual revenue.
- You have a team, but you're still making every strategic decision.
- Financial planning is reactive, not proactive.
- Marketing works but you can't explain why or scale it consistently.
- Operations depend on you being in the building.
- You're ready to lead like a CEO, not just work like an operator.
Not a fit if
- Under $5M — you need execution more than leadership right now.
- Over $20M — you likely need full-time C-suite with equity.
- Not willing to look at your numbers honestly.
- Looking for task execution, not strategic direction.
The difference between hiring vendors and bringing in leadership.
Three steps. No pressure. No sales games.
Just clarity on where you are, where you want to go, and whether we're the right team to get you there.
Discovery Call
30 minutes. No pitch. We get the shape of the business, where you feel stuck, and what good would look like a year from now.
Financial Review
We look under the hood. Bookkeeping, cash flow, margin structure, marketing ROI, operational bottlenecks — whatever's most load-bearing.
Custom Plan
We recommend the right engagement — CFO Foundation, CFO C-Suite, CMO, COO, or the integrated team. No pressure. No sales games. Just clarity.
Related across the Growth System.
The Growth System
The execution layer that runs underneath a Fractional engagement. Marketing, operations, and follow-up integrated into one stack.
Learn morePricing & tiers
Foundation, Growth, and Premier Partnership — the retainer tiers that Fractional leadership typically runs alongside.
Learn moreCase Studies
Industry-anonymized results from operators running the Growth System. The track record behind the leadership engagement.
Learn moreMore than 10X ROI.
Frequently Asked Questions
Ready to stop guessing?
Book a 30-minute discovery call. We'll dig into where you are, where you want to go, and whether we're the right team to get you there. No pressure. No sales games. Just clarity.
Book a discovery call