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Fractional CEO/COO

Bridge the gap between strategy and operations.

Our fractional CEOs and COOs partner with your executive team to monitor performance and help you reach your business goals. Get expert support with process optimization, team development, risk management and more.

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We’ll turn strategic plans into action.

Whether you’re restructuring your organization or are looking to improve performance, we’ve got you covered. As your strategic partners, fractional CEOs and COOs collaborate with your team to assess, enhance and grow your business.

Start your journey with a detailed diagnostic.

Not sure where you need support? Get started with an in-depth diagnostic. We’ll identify any current gaps and potential business opportunities with a deep dive into your finance operations, payroll, sales and more.

Start with a diagnostic

A closer look at our fractional CEO and COO services.

Fractional, part-time and interim

Operational Strategy

Operational strategy includes:

We’ll work with your team to assess current operations, identify gaps and create a custom operating strategy. Your dedicated fractional COO will oversee the implementation of new processes that mobilize teams, improve profitability and drive measurable outcomes.
  • Development of scalable operating models and org structures
  • Process optimization across core business functions
  • Cross-functional alignment and execution planning
  • KPI design and performance management frameworks
  • Strategic planning for expansion, new markets, or product lines

What's Included

Strategy Execution

Strategy execution includes:

We’ll build the systems and the momentum you need to deliver measurable results. Your dedicated fractional CEO or COO will embed within your leadership team to make sure strategic initiatives are completed on time, on budget and with lasting impact.
  • Development of execution roadmaps with clear milestones
  • Alignment of teams, roles, and resources to strategic priorities
  • OKR and KPI implementation to track progress and impact
  • Change management and communication planning
  • Performance monitoring and course correction

What's Included

Process Implementation

Process implementation includes:

We’ll design and action efficient, repeatable processes that improve performance, reduce friction, and support scalable growth. Your dedicated fraction COO will lead the entire implementation process - from assessment to rollout. By working closely with your teams, we’ll ensure alignment across multiple departments and build a strong foundation for continuous improvement.
  • Standard operating procedure (SOP) development
  • End-to-end workflow design and documentation
  • Cross-functional process alignment
  • Implementation of tools and systems to support automation
  • Training and change adoption support

What's Included

Team Development

Team development includes:

We’ll help you build high-performing teams by strengthening leadership, clarifying roles, and fostering a culture of accountability. Your dedicated fractional CEO or COO will assess current structural gaps to design strategies that elevate leadership, empower individuals, and reinforce business goals.
  • Organizational design and team structure optimization
  • Leadership coaching and development planning
  • Role clarity, accountability mapping, and RACI frameworks
  • Talent assessment and succession planning
  • Team performance and culture-building initiatives

What's Included

Business Efficiency Oversight

Business efficiency oversight includes:

We’ll provide hands-on oversight to make sure your business operates at peak efficiency. Your dedicated fractional COO will work with your team to maximize output, minimize waste, and continuously improve performance.
  • Identification and elimination of operational bottlenecks
  • Cost structure and resource utilization analysis
  • Workflow streamlining and process optimization
  • Implementation of performance metrics and dashboards
  • Continuous improvement programs and operational cadence

What's Included

Risk Management

Risk management includes:

We’ll identify and mitigate risks to protect your business against potential threats. Your dedicated fractional CEO or COO will implement mitigation strategies that keep your business resilient, compliant and prepared for uncertainty.
  • Enterprise risk assessments and mitigation planning
  • Operational and compliance risk reviews
  • Business continuity and crisis management planning
  • Vendor, supply chain, and partner risk evaluation
  • Implementation of governance, policies, and internal controls

What's Included

Business Valuation and Optimization

Business valuation and optimization includes:

We’ll help you understand and expand your worth. Your fractional CEO or COO will lead a cross-functional overview of your business and create an action plan that improves profitability, scalability, and strategic readiness.
  • Business valuation assessments using industry-standard methodologies
  • Identification of value creation levers across functions
  • Optimization of financial performance, operations, and team structure
  • Preparation for investment, acquisition, or succession
  • Strategic roadmap development for value acceleration

What's Included

Mergers, Acquisitions and Exit Planning

Mergers, acquisitions and exit planning includes:

We’ll ensure that your business is ready for mergers, acquisitions, or exits. Your fractional CEO or COO will work closely with owners, investors and advisors to prepare your business for a successful transition that maximizes value.
  • Pre-transaction readiness and due diligence support
  • Operational clean-up and scalability planning
  • Target evaluation and integration strategy (buy-side)
  • Leadership succession and organizational transition planning
  • Post-transaction execution and value capture

What's Included

We’re data-driven professionals with decades of experience.

Our finance specialists work shoulder to shoulder with your team to ensure that our solutions are targeted, strategic and customized to meet your needs. Whether you’re looking for long term support or immediate relief, we always guarantee hands-on, personalized support that truly integrates with your business.

About us

30+

Years of experience

200+

Clients helped

40+

CPAs on the team