What Amplēo does

Amplēo is a Lehi, Utah-based fractional executive services firm founded in 1996 that embeds senior finance, HR, and marketing leaders into growth-stage and mid-market companies across the United States. The company operates seven coordinated service lines: fractional CFO and Finance, fractional CMO and Marketing, Human Resources, Sales Tax compliance, Transaction Advisory (Quality of Earnings, purchase price allocation, fairness opinions), Valuation Services (409A, ESOP, intangible asset impairment), and Turnaround & Restructuring (Chapter 11 Trusteeship, receiverships, out-of-court restructurings). Delivery is human-expert led, not technology-led; there is no proprietary software platform, and engagement models range from short diagnostic assessments (4-week Finance Assessment) through full-stack embedded functions (Total Finance, Total HR) to project-based execution.

The company is privately held and became Unity Partners LP-backed in June 2025, after which it executed five acquisitions in calendar 2025: Peisner Johnson (January), Peak Business Valuation (February), Crunchfirm (May), Avalaunch Media (September), and AVL Growth Partners (October), adding marketing execution, business valuation, venture-stage finance, and Colorado-based finance and accounting capacity. Marketing is distributed through content-driven thought leadership (blog, assessment tools, guides, case studies, webinars) and direct inside-sales consultation. Pricing is quote-based, engagement-tiered (Total / Extend / Project), and billed monthly.

The customer base spans 14,000+ companies across all 50 US states, segmented across startups and early-stage companies, scaling/growth-stage firms, distressed companies, multi-entity businesses, and PE/venture-backed portfolio companies. Leadership is concentrated around CEO Lincoln Howell (Harvard MBA, CPA), President Jon Allen, Chief Growth Officer Joe Grover, President of HR Abby Martin, and President of Turnaround & Restructuring Matt Christensen. Revenue and ownership percentages beyond the Unity Partners investment are not publicly disclosed.

Name

Amplēo

Legal name

Amplēo

Website

https://ampleo.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

51–100 employees

Short description

Amplēo is a Lehi, Utah-based fractional executive services firm founded in 1996 that embeds senior finance, HR, and marketing leaders into startups, growth-stage companies, and PE-backed businesses across all 50 US states.

Ownership category

akta.pro rank

Product category

Fractional Executive Services

NAICS

Management Consulting Services (54161), Management of Companies and Enterprises (551)

SIC

Services-Management Consulting Services (8742), Miscellaneous Business Credit Institution (6159)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industries

Interim Executive & Fractional Leadership Placement (BPACAAAJ), Program & Project Management (PMO) Consulting (BPAHACAL), Corporate Development & Portfolio Optimization (BPAHADAK), General Ledger & Close (Journal Entries, Month-End Close, Reconciliations) (BPAAAGAC)

Keywords

• Fractional CFO services
• Executive advisory
• Turnaround restructuring
• Transaction advisory
• Fractional HR services

Headquarters

HQ city

Lehi

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Fractional Executive Services: Amplēo generates revenue through providing fractional executive services on a subscription or project basis. Clients pay for access to experienced CFOs, CMOs, CHROs, and other fractional executives who embed with their teams. Revenue is recurring in nature as engagements typically span ongoing periods, with pricing based on the scope and level of service required.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels8 records

Core offering

Amplēo provides embedded fractional executive services—chiefly fractional CFO, CMO, and CHRO expertise—alongside specialized financial advisory including transaction advisory, business valuation, sales tax compliance, and turnaround and restructuring. Consultants integrate directly into client teams across the United States to execute strategy, not just advise, for growth-stage and mid-market companies that cannot afford or do not yet need full-time executive hires.

Product overview

Amplēo is a fractional executive services company offering a platform of embedded expertise across multiple business functions. The core offering consists of CFO and Finance Services, CMO and Marketing Services, and Human Resources, supported by specialized modules including Transaction Advisory, Valuation Services, Sales Tax Services, and Turnaround & Restructuring. The company has pursued an aggressive M&A strategy, acquiring multiple brands including Avalaunch Media (marketing), AVL Growth Partners (finance/accounting), Crunchfirm (venture-stage finance), Peak Business Valuation, and Peisner Johnson to expand its service capabilities. Executives embed directly into client teams to deliver strategy through execution.

Differentiator

Problem solved

Functional benefit

Products and services

• CFO and Finance Services Fractional CFO and finance services providing deep financial insight at a fraction of the cost of a full-time CFO, including Finance Assessment, Total Finance, Extend Finance, and Project Finance engagement models for startups through scaling companies.
• CMO and Marketing Services Fractional CMO services and full-service marketing execution including SEO, traditional and paid media, content and brand storytelling, go-to-market strategy, corporate branding, and product rollouts for consumer, services, and software companies.
• Human Resources Services Fractional HR services helping businesses navigate employment challenges, establish compensation programs, create policies and procedures, and stay compliant with labor laws, with Total HR, Extend HR, and Project HR engagement models.
• Sales Tax Services

Quantifiable outcome

• Amplēo claims to have helped over 14,000 companies nationwide
• +4 more outcomes

Named customers10 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators6 records

Recent moves7 records

Expansion highlights7 records

Broad incumbents

• Robert Half: Large publicly traded staffing and professional services firm placing finance, accounting and HR professionals on a contract and full-time basis. Adjacent competitor to Amplēo for finance and HR talent, though the model is staffing-led rather than fractional-executive-led.
• Kforce: Public professional staffing firm with significant finance and accounting, technology, and government practice areas. Comparable to Amplēo's talent-network model but broader in scope and primarily focused on staff augmentation rather than C-suite fractional engagements.
• RSM US: Major mid-market audit, tax and consulting firm providing CFO advisory, transaction advisory and valuation services. Comparable to Amplēo's professional services offering for middle-market clients, with similar cross-functional finance and advisory capabilities but at significantly larger scale.
• Alvarez & Marsal: Global professional services firm specializing in turnaround, restructuring, performance improvement and transaction advisory. Directly comparable to Amplēo's Turnaround & Restructuring and Transaction Advisory divisions, though at significantly larger scale and serving larger enterprises.
• FTI Consulting: Global consulting firm with major practices in corporate finance, restructuring, transaction advisory and forensic accounting. Comparable to Amplēo's advisory and valuation capabilities but with a broader, enterprise-grade client base and public-company scale.

Emerging players

• Paro: Marketplace connecting businesses with fractional finance, marketing and HR experts using a curated talent network. Competes with Amplēo in the same target market (growth-stage companies needing senior expertise) but with a tech-enabled matching layer rather than direct employment.
• Pilot.com: Outsourced bookkeeping, accounting and fractional CFO services firm focused on startups and venture-backed companies. Directly overlaps with Amplēo's startup and PE-backed segments, but combines services with proprietary software, representing a technology-enabled competitive threat.
• Toptal: Marketplace connecting companies with freelance executives, finance experts and other senior talent. Competes with Amplēo for fractional executive demand and shares the curated-network philosophy, though with a global marketplace model rather than embedded engagements.

Direct peers

• B2B CFO: Direct fractional CFO services firm providing embedded finance leadership to growth-stage and middle-market companies. Closest US-based peer to Amplēo's core fractional CFO/finance offering with a similar embedded, partnership-driven model.
• The CFO Centre: Global fractional CFO firm with a network model of senior finance executives serving SMBs and mid-market companies. Highly comparable business model to Amplēo's fractional CFO division, though primarily international rather than US-focused.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/ampleo_
• Facebookfacebook.com/ampleollc
• LinkedInlinkedin.com/company/ampleo-solutions

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Subsidiaries6 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A6 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Amplēo