CFO Services

ICFO & vCFO Services

Interim CFO

Temporary, remote, hybrid or in-person.

Assists with fundraising, offering documentation, debt structuring, exit planning, IPO's, M&A, and leadership gaps.

Full-time or part-time for a defined period (e.g., 3–12 months).

Can also be a Co-CFO.

Custom pricing depending on the project and timeframe.

Billed by monthly retainer.

Schedule a Consultation

Virtual CFO

Temporary and remote.

Assists with fundraising, debt structuring, exit planning, IPO's, M&A, and leadership gaps.

Hourly, weekly, or monthly.

Great for small management teams and startups.

Custom pricing depending on the project and timeframe.

Billed by monthly retainer.

Schedule a Consultation

Important Points About Our CFO's

Why Hire a CFO During M&A and Capital Raising

Investor-Ready Financials: They refine your financial statements, forecasts, and KPIs to meet investor expectations.

Pitch & Strategy Support: They help craft compelling financial narratives and pitch decks that resonate with VCs and PE firms.

Document Prep & Coordination: They help prepare investor-ready private placement documents, business plans, and regulatory filings, and coordinate with attorneys, CPA's and other professionals.

Due Diligence Prep: They anticipate investor questions and ensure your data room is airtight.

Valuation & Term Sheet Guidance: They model scenarios, negotiate terms, and protect your cap table.

Credibility Boost: Having a seasoned CFO—even fractional—signals maturity and professionalism to investors.

Whether you choose an interim CFO to lead from the front or a virtual CFO to guide from behind the scenes, both offer powerful leverage during capital raises. They bring clarity, confidence, and credibility—without the overhead.

If you're ready to explore fractional CFO support, let's connect. We’ll help you find the right fit for your growth stage, funding goals, and operational needs.

When To Hire a vCFO

You're preparing for M&A or a funding round and need an expertise in financial guidance.

Your current finance team lacks capital markets experience.

You want to avoid the cost and delay of hiring a full-time CFO.

You need a credible financial leader to represent your company to investors.

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.

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

Interim & Virtual CFO

ICFO & vCFO Services

Interim CFO

Virtual CFO

Important Points About Our CFO's

Why Hire a CFO During M&A and Capital Raising

When To Hire a vCFO

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