Fractional CFO

B2B CFO
Charlotte, NC

Want to be a Fractional CFO Consultant instead of a W2 CFO? Desire a Career Transition?

Are you a driven and entrepreneurial CFO with experience in helping business owners improve their business? Would you like to guide business owners in selling or buying privately held companies? Would you like to be rewarded for your skill and experience? Are you seeking a unique opportunity to control your career while building a thriving consulting practice? B2B CFO® offers a dynamic platform for seasoned financial professionals like you to excel in strategic business advisory and sell/buy services for privately held companies.

Do You Want to become a CFO Consultant?

Many experienced CFOs deeply desire to leave the W-2 world to become a self-employed CFO Consultant. One of their main concerns about leaving the W-2 world is the important topic, “how to find great-paying clients.” We have invented that wheel for CFOs to find clients. We’ve been doing this since 1987. The CFOs that have taken our training have collected hundreds of millions of dollars! We have a 480-page training manual with the best talent in the USA to train CFO Candidates. Please see the ten reasons we excel at training CFO Consultants at .

Ideal Candidate Profile:

  • A passion to serve owners of privately held companies (our target market).
  • Desires to receive specialized training prior to beginning to find clients.
  • Experienced CFO (or equivalent) with success in improving cash flow, obtaining bank loans, helping companies grow profitably, increasing company value, strategic planning and (with proper training) preparing a business to sell.
  • A desire to learn proven processes to find great paying clients.
  • Wants to learn how to serve multiple clients simultaneously.
  • A strong passion to be in control of their future.

Requirements:

  • Minimum of 5 years as a CFO (or equivalent, such as financial vice president/VP of finance) in privately held companies within the USA.
  • At least 15 years of professional experience since college graduation.

Possible Bonus:

A FINRA Series 7 and/or 79.

Please Note:

  • This is NOT a W-2 CFO position; we are seeking candidates to join our firm as Partners, working from anywhere in the USA within your local market.
  • This is NOT a franchise opportunity.

You can copy and paste your LinkedIn URL or submit a resume at

By confidentially submitting your resume, you grant B2B CFO® & B2B EXIT® permission to contact you via email, LinkedIn and/or phone. We are an equal opportunity company that values diversity. We do not discriminate on the basis of age, race, religion, color, national origin, gender, sexual orientation, marital status, veteran status or disability status.

Posted 2026-08-11

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