Financial Strategy. Forward Motion.
Fractional CFO, Exit Planning, M&A Support
Fractional CFO, Exit Planning, M&A Support
I help business owners unlock maximum value and peace of mind through expert exit planning and mergers and acquisitions support. As a fractional CFO partner, I bring clarity confidence, and strategy to every deal - guiding clients to successful, lasting outcomes.

A business exit involves intricate financial, legal, and tax considerations. An experienced partner can guide business owners through valuation, due diligence, and post-transaction reconciliation, ensuring maximum value for the business.

An experienced CFO can help prepare the business well in advance of an exit with improved financial reporting, tightening cash flow management, and aligning operations to buyer expectations. Proper exit planning increases the eventual sales price of the business.

Hiring a full-time CFO with deep M&A experience can be prohibitively expensive for many small to mid-sized companies. A fractional CFO provides a high level of expertise and strategic insight - delivering high impact without the full-time cost. Financial calm at a fraction of the cost.
Hey there - I'm Kim, a finance executive that's passionate about helping business owners unlock their full potential through clear financial insight. Over the years I've worn many hats - as an auditor for Ernst & Young, a CFO guiding companies through growth and change, and an M&A professional navigating the complexities of valuation, deal analysis, and due diligence.
I believe finance isn't just the numbers - it's storytelling about where the organization has been, where it wants to go, and what it really values. I love to dig in and find out what's working (and what's not), and figuring out strategies that bring clarity, results, and value.
When I'm not immersed in financial strategy, you'll most likely find me on horseback exploring a new trail or playing with my dogs on the ranch. I also enjoy photography at a very amateur level, and some of my photos can be seen on this website. A graduate of The University of Texas, I am a diehard Texas Football fan - Hook 'Em!

Do you have a question about my services? Reach out to schedule a meeting to see how I can help your business thrive.

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