What CFO Consulting Partners does

CFO Consulting Partners LLC is a privately held financial management consulting firm founded in 2006 by David DeMuth and Allan Tepper. The firm provides senior-level fractional, part-time, and interim CFO services, together with controller support, to small and mid-sized public and private companies across the United States. Its practice spans eight service lines: M&A/Liquidity Event advisory, Technical Accounting, Finance Transformation, Entrepreneurial/back-office setup, FP&A, Audit Readiness, Accounting & Finance Outsourcing, and Turnaround & Restructuring Advisory. Target buyers are CEOs, boards, audit committees, and CFOs of mid-market companies that need Fortune 500-caliber financial leadership without a full-time executive hire.

The firm delivers exclusively through direct consulting engagements — no resellers, distributors, or marketplace channels — with quote-based pricing and multi-year contracts. Customer acquisition relies on direct outreach, referrals, professional networks (XPX, TMA, ACG, FEI), event sponsorships, content marketing, webinars, and earned media in outlets such as CFO.com and Manufacturing Dive. The firm is vertically segmented across Financial Services & Insurance, PE Portfolio Companies, Technology (including Fintech and crypto), Manufacturing & Distribution, Business Services, Real Estate/Construction, and Healthcare & Life Sciences. Disclosed customer engagements range from a ~$4B-asset publicly held bank and a global telecommunications company to mid-market companies in the $50M-$60M revenue range.

The firm operates from seven U.S. offices (New Jersey headquarters, Manhattan, Long Island, Philadelphia, Austin, Westport, and Roanoke) and claims global service reach. It has no disclosed funding events, no parent company, and is founder-controlled. In 2025 it added four senior directors in Banking, Financial Institutions, Manufacturing, and Business Services; expanded its M&A practice; and entered a joint advisory partnership with balance-sheet analytics vendor Delfi, signaling a shift toward more formal verticalization and technology-adjacent go-to-market. Underlying technology is minimal — the firm is fundamentally a people-and-expertise business with no proprietary software products.

Name

CFO Consulting Partners

Legal name

CFO Consulting Partners LLC

Website

https://cfoconsultingpartners.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Short description

CFO Consulting Partners is a privately held U.S. financial management consulting firm founded in 2006 that provides senior-level fractional CFO, controller, M&A advisory, and restructuring services to small and mid-sized public and private companies across multiple industries.

Ownership category

akta.pro rank

Product category

Financial Management Consulting

NAICS

Other Management Consulting Services (541618), Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industries

Financial Management & Performance Improvement Consulting (BPAHACAF), Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• Fractional CFO services
• Financial management consulting
• M&A advisory services
• Turnaround restructuring advisory
• Technical accounting services

Headquarters

HQ city

Princeton

HQ country

United States

HQ region

North America

Offices7 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. CFO Financial Consulting Services: The firm provides senior-level, financial management consulting services including fractional CFO, part-time CFO, interim CFO, controller services, and project-based consulting engagements. Revenue is generated through professional service fees for ongoing advisory relationships and specific project engagements.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels9 records

Core offering

CFO Consulting Partners is a senior-level financial management consulting firm that provides fractional CFO, interim CFO, and controller services alongside specialized project work in M&A advisory, technical accounting, finance transformation, FP&A, audit readiness, and turnaround/restructuring. Engagements are staffed by former CFOs with Big Four and Fortune 500 experience and delivered directly to small and mid-sized public and private companies in industries including banking, fintech, private equity, technology, manufacturing, healthcare, and business services.

Product overview

CFO Consulting Partners provides senior-level financial management consulting services delivered through eight core service offerings. The portfolio includes M&A/Liquidity Event Services (supporting buy-side and sell-side transactions, Quality of Earnings reviews, IPO readiness, and post-merger integration), Technical Accounting Services (GAAP/IFRS/SOX compliance and SEC reporting), Finance Transformation (accounting system implementation and process improvement), Entrepreneurial Services (fractional CFO support and back-office setup), Planning & Analysis (FP&A, budgeting, forecasting, KPI dashboards), Audit Readiness (pre-audit preparation and SEC filing support), Accounting & Finance Outsourcing (fractional/part-time CFO and Controller solutions), and Turnaround & Restructuring Advisory (crisis management and performance improvement). The firm primarily serves small and mid-sized public and private companies across various industries including banking, technology, manufacturing, and healthcare.

Differentiator

Problem solved

Functional benefit

Products and services

• M&A / Liquidity Event Services Comprehensive mergers and acquisitions advisory including buy-side and sell-side due diligence, Quality of Earnings (Q of E) reviews, business plans for capital raising, IPO readiness, post-merger integration, and reverse merger/SPAC accounting services for small and mid-sized companies navigating transactions.
• Technical Accounting Services Financial reporting quality control including GAAP, IFRS and SEC report reviews (10-Qs, 10-Ks), internal controls evaluation and SOX/FDICIA implementation, audit readiness, and accounting policies development for companies with complex accounting issues.
• Finance Transformation
• Entrepreneurial Services
• Planning & Analysis (FP&A)
• Audit Readiness
• Accounting & Finance Outsourcing
• Turnaround & Restructuring Advisory

Quantifiable outcome

• Recovered $600,000 in embezzled funds for a global telecommunications company
• +2 more outcomes

Named customers6 records

Segments7 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• DelficoreStrategic or Co-development Partner · 1 December 2025CFO Consulting Partners is collaborating with Delfi on a Joint Advisory Package that helps banks and credit unions strengthen balance sheet management. Delfi's real-time analytics provide institutions with up-to-date views of their financial position, while CFO Consulting Partners brings the experience to help leaders apply that information in their decision-making. The joint effort creates a practical resource for institutions working to strengthen performance and plan ahead.

Scale indicators2 records

Recent moves8 records

Expansion highlights5 records

Market position

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/cfosolutions
• Facebookfacebook.com/CFOConsultingPartners
• LinkedInlinkedin.com/company/cfo-consulting-partners

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about CFO Consulting Partners