Financial Services

Fractional CFO for Financial Services Firms

Operational Finance for Investors, Acquisitions & Portfolio Growth

Ascent CFO Solutions helps private equity firms, venture capital groups, family offices, and investment bankers maximize value, before and after the transaction closes.

Financial Leadership That Speaks the Language of Sponsors

Whether you’re evaluating an acquisition, supporting a portfolio company, or preparing a business for exit, financial clarity isn’t optional—it’s a deal driver. We work directly with operators, founders, and deal teams to bring structure, systems, and strategic insight to the table.

From pre-transaction financial readiness to post-close stabilization and performance improvement, Ascent CFO Solutions is your on-call financial operating partner.

How We Support Financial Services Firms

Pre-Transaction Readiness

We help your targets and portfolio companies get transaction-ready—fast.

• Audit-ready financials and cleanup
  
• Pitch deck and narrative creation: “Tell the story behind the numbers”
  
• KPI dashboards and operational reporting
  
• GAAP and revenue recognition compliance
  
• Financial modeling and data room preparation
  
• Forecasting tailored to specific audiences
  
• Prepare companies for spin-off transactions
  
• Light-touch Quality of Earnings (QofE), including proof-of-cash testing, revenue recognition testing, etc.

Post-Close Optimization 

The deal is closed. Now you need to protect your investment.

• Enhanced board reporting
  
• Interim or Fractional CFO leadership
  
• System integrations (ERP, CRM, G/L)
  
• Month-end close process upgrades
  
• Budgeting, forecasting, and cash management
  
• Reporting consistency across entities
  
• New KPI frameworks and executive dashboards
  
• Strategic cost containment and working capital improvements
  

Ongoing Portfolio Support

We provide scalable financial infrastructure and leadership for your growing portfolio—so your internal team stays lean and focused on overall portfolio value creation.

• Embedded CFOs for portfolio companies
  
• Shared services for Controller, Financial/Data Analyst, and Accounting Manager support
  
• Lender, board, and LP-ready reporting packages
  
• Strategic planning support for growth or exit
  

Who We Work With

We partner with:

• Private Equity Firms in need of hands-on financial leadership at the portfolio level
  
• Venture Capital Firms supporting early-stage companies with limited financial structure
  
• Family Offices acquiring or managing direct investments with lean internal teams
  
• Investment Bankers helping companies prepare for sale or enter diligence with confidence
  

We also work directly with founder-led companies preparing for acquisition by one of the above.

When to Bring Ascent CFO In

• You’re preparing a company for sale, recap, or investor diligence
  
• You’ve closed on a deal but the financials don’t provide clarity or are incomplete
  
• The portfolio company lacks senior finance talent or reliable reporting
  
• You’re scaling a platform, making add-ons, or integrating systems
  
• You need cash visibility, forecasting, or professional-grade dashboards
  
• Lenders, boards, or buyers require detailed financial analysis in particular aspects of the business

What Makes Ascent CFO Solutions Different?

We’re not just Fractional CFOs—we’re your trusted & experienced financial operators who understand how investors think and what buyers demand.

• Built for transaction environments – We thrive in deal timelines and uncertainty
  
• Senior-level talent – CFOs who present in the boardroom, not just sit behind a spreadsheet
  
• Fast onboarding – Delivering value in under 30 days
  
• Team-based support – CFO + Controller + Financial/Data Analyst + Accounting Manager, tailored to your needs
  
• Transparent pricing – Starting at $60K/year with clear scope and outcomes
  
• No long-term contracts – Flexible monthly engagements
  

The Ascent CFO Advantage for Investors & Founders

• Maximize enterprise value pre-exit
  
• Stabilize post-close performance
  
• Accelerate time-to-professionalization for founder-led businesses
  
• Improve cash flow, forecasting, and visibility
  
• Empower portfolio leadership with decision-ready data
  

Financial Services Companies That Trust Ascent CFO Solutions