Raising Capital with an Interim or Virtual CFO

When you're preparing for raising capital—whether through venture funding, PIPE's, private equity, or strategic partnerships—having seasoned financial leadership is critical. But hiring a full-time CFO isn’t always feasible or necessary. That’s where interim CFOs and virtual CFOs (vCFOs) come in.

Our fractional executives offer high-impact financial expertise on a flexible basis, helping you navigate investor conversations, financial modeling, due diligence, and deal structuring—without the long-term commitment or cost of a permanent CFO.

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What’s the Difference Between an Interim and a Virtual CFO

Interim CFO

An Interim CFO is a temporary executive who steps in during mergers and acquisitions, raising capital, or leadership gaps. They can be full-time or part-time for a defined period (e.g., 3–12 months), and they're usually remote, hybrid, or in-person. They can also be a Co-CFO to free up an OnStaff CFO.

Virtual CFO

A Virtual CFO is a remote financial strategist who supports ongoing financial operations, raising capital, working with mergers and acquisitions, planning, and investor readiness. They're part-time, retainer-based, or project-based.

Key Distinction: Interim CFOs often act as embedded leadership during critical phases, while Virtual CFOs provide ongoing strategic support from a distance. Both help with raising capital and mergers and acquisitions.

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Buying or Selling Your Business with a vCFO

Why a vCFO Is Your Secret Weapon

Selling or acquiring a business is one of the most complex financial decisions an owner will ever make. It’s not just about numbers—it’s about timing, positioning, negotiation, and execution. And while most owners are experts at running their business, few have the bandwidth or specialized experience to navigate the intricacies of a transaction while keeping operations on track.

That’s where a Virtual CFO (vCFO) becomes indispensable.

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Selling or Buying a Business? Why a Virtual CFO Should Be on Your Team, mergers and acquisitions

Selling or Buying a Business? Here’s Why a Virtual CFO Should Be on Your Team

Where We Work

We're headquartered in Tampa, Florida and we provide Virtual CFO services for raising capital, as well as mergers and acquisitions, to clients in the following States and Countries:

Alabama, Alaska, American Samoa, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Guam, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Minor Outlying Islands, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Northern Mariana Islands, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, U.S. Virgin Islands, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

We also work with Clients in: The Bahamas, Barbados, Bermuda, British Virgin Islands, Canada, The Cayman Islands, and The Cook Islands.

Schedule a Consultation

vCFO Services in Alabama, Alaska, American Samoa, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Guam, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Minor Outlying Islands, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Northern Mariana Islands, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, U.S. Virgin Islands, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. We also work with Clients in: The Bahamas, Barbados, Bermuda, British Virgin Islands, Canada, The Cayman Islands, and The Cook Islands.

The information in this material is not intended as investment, tax or legal advice. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Links are provided for informational purposes only. The links should not be considered a solicitation, sponsorship, affiliation or endorsement of any third-party website, or the company operating such website. Stapleton Advisors, Inc., has not reviewed the content of any third-party website and is not responsible for the content thereof. No advice may be rendered by Stapleton Advisors, Inc. unless a client service agreement is in place. A portion of this material was provided by Artificial Intelligence Systems. Products sold by Stapleton Advisors, Inc. are not intended as a substitute for an attorney or CPA. You should consult an attorney, CPA and/or an investment banker before conducting a securities offering.

401 E. Jackson St., Suite 2340 • Tampa, FL 33602 • (813) 736-2422

Virtual CFO Services

Virtual CFO Services

Raising Capital with an Interim or Virtual CFO

What’s the Difference Between an Interim and a Virtual CFO

Interim CFO

Virtual CFO

WHAT'S A CO-CFO?

Buying or Selling Your Business with a vCFO

Why a vCFO Is Your Secret Weapon

Where We Work

Blog & Articles

Private Placement Templates (PPM's)

Virtual CFO Services

Virtual CFO Services

Raising Capital with an Interim or Virtual CFO

What’s the Difference Between an Interim and a Virtual CFO

Interim CFO

Virtual CFO

WHAT'S A CO-CFO?

Buying or Selling Your Business with a vCFO

Why a vCFO Is Your Secret Weapon

Where We Work

Blog & Articles

Private Placement Templates (PPM's)

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