An opportunity for experienced CFOs to build an independent fractional practice under the B2B CFO® and B2B EXIT® brand, serving 4-8 privately held US companies simultaneously with strategic financial advisory services.
B2B CFO® and B2B EXIT® offer experienced CFOs a path to building their own consulting practice under a recognised brand. Partners deliver strategic advisory services to privately held US companies, covering areas such as cash flow improvement, bank financing, sustained profitability, and business exit preparation. The firm provides training, systems, and professional support to help partners develop and maintain a steady client pipeline without needing a traditional sales background.
This is a partner role, not a W-2 employment position, and is not a franchise. Partners work remotely within their local US market, maintaining 4-8 long-term client engagements concurrently. Those with a Series 7 and/or Series 79 licence are at an advantage, and the role suits finance leaders who want autonomy, long-term client relationships, and the ability to help business owners prepare for and execute company sales.
- Deliver strategic financial advisory services to privately held US companies across cash flow, financing, and profitability
- Build and maintain a personal client pipeline using B2B CFO® methodologies and tools
- Manage 4-8 concurrent long-term client engagements simultaneously
- Advise business owners on preparing their companies for future sale, including exit strategy planning
- Adopt and apply established firm systems and processes for client acquisition and service delivery
- Identify and pursue new opportunities within your local US market to grow your consulting practice
- Minimum 5 years of experience as a CFO or equivalent (VP Finance) in privately held US companies
- At least 15 years of total professional experience since graduation
- Willingness to learn and follow proven client acquisition methodologies
- Ability to operate as an independent partner, not as a W-2 employee
- Must be based in and authorised to work within the USA
- Series 7 and/or Series 79 licence is advantageous but not required
B2B CFO® is a US-based consulting firm that supports experienced CFOs in building independent fractional finance practices. Its sister brand, B2B EXIT®, focuses on business exit and sale advisory. The firm provides partners with a recognised brand, training, tools, and systems to help them serve privately held companies across the United States.
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