Stop hiring fractional CFOs who can't operate
A buyer-side playbook for scoping, pricing, and measuring a fractional CFO engagement that actually pays for itself.
The Problem
The fractional CFO market flooded after 2023. Most buyers cannot tell a real CFO from a rebranded controller until the engagement is three months in and already underwater. This guide gives you the diligence, scoping, and measurement framework to get it right on the first try.
A buyer-side guide to structuring a fractional CFO engagement that actually pays for itself. Covers the scoping questions that separate real engagements from retainers, the three pricing structures we see in market (and which one fits your stage), the 90-day success criteria every fractional CFO should sign up to, and the exit tests that tell you whether to renew, expand, or replace. Written for founders, CEOs, and PE operators who have been burned by first-time fractionals and want to get it right.
What You Get
- Scoping worksheet: what to ask before you sign anything
- Three engagement models with pricing benchmarks by company stage
- 90-day success criteria every fractional CFO should sign up to
- Red flags: five signs you hired a rebrand, not an operator
- Renewal / expansion / replacement decision framework
- Sample statement of work and monthly operating rhythm
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Access Resource (DocSend)How It Works
Scope the engagement
Use the scoping worksheet to define the problem in measurable, time-bound terms.
Price the right model
Match engagement type to your stage — retainer, project, or embedded leadership.
Measure and decide
Apply the 90-day success criteria and decide to renew, expand, or replace.
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Want Help Putting This Into Practice?
Download the resource, then schedule a consultation to build a customized implementation plan.