What CFO 911 Solutions does

CFO 911 Solutions is a privately held professional services firm (legal entity CFO 911 Corporation, Florida-incorporated) that provides hands-on interim and fractional CFO, Controller, and Treasurer services to middle-market private companies and small-cap public companies facing urgent capital and organizational problems. The firm operates a structured 'Financial Triage Process' — Initial Screening, On-Call Assessment, Onsite Analysis, and Going Live — modeled on emergency 911 response, deploying senior consultants who function as stand-in CFOs at client companies. Core services include financial advisory, public-company/SEC reporting support, accounting systems implementation (Microsoft Dynamics SL/GP, NetSuite, QuickBooks, Mas 90), cash and treasury management, M&A advisory, and turnaround/restructuring work; add-on services extend to CEO, CTO/CIO, and general administration functions.

The firm is founder-led by Charles K. Dargan II (CPA, CFA; previously Managing Director at Houlihan Lokey Howard & Zukin and investment banker at Drexel Burnham Lambert) and is staffed by a bench of named consultants and strategic partners with credentials spanning investment banking, Big Eight/public accounting, corporate CFO/COO operating roles, and turnaround/restructuring engagements. Managing Director Reid Dabney alone has reportedly raised over $500 million in equity and $2.5 billion in debt for corporate clients. The company does not develop proprietary technology and relies on conventional accounting platforms for client implementations.

The business model is professional services revenue with a flexible fee structure: most engagements are priced monthly via fixed, per-diem, or hourly rates, with optional success fees tied to achieved milestones and, in certain engagements, equity as part of the overall compensation. The go-to-market is sales-led and relationship-driven, leveraging Wall Street and investor-community networks to generate referrals; senior principals remain directly involved from initial contact through engagement completion. The firm is headquartered in Miami, FL, and has been in continuous operation since its 2003 launch.

Name

CFO 911 Solutions

Legal name

CFO 911 Corporation

Website

https://cfo-911.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

11–50 employees

Short description

CFO 911 Solutions is a privately held, Miami-based professional services firm providing interim/fractional CFO, Controller, and Treasurer consulting — plus turnaround and M&A advisory — to middle-market private and small-cap public companies facing urgent capital and organizational problems.

Ownership category

akta.pro rank

Product category

Interim and Fractional CFO Consulting Services

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industries

Turnaround, Restructuring & Crisis Management Consulting (BPAHACAO), Risk, Compliance & Internal Controls Consulting (BPAHACAJ)

Keywords

• Interim CFO services
• Fractional CFO consulting
• Financial triage consulting
• Middle market finance
• Accounting advisory services

Headquarters

HQ city

El Segundo

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Consulting Services: CFO-911 generates revenue through professional consulting engagements with flexible fee structures. Most assignments are priced on a monthly basis with fees that can be fixed, per diem, or hourly rates. The firm also employs success fees tied to specified achieved milestones, and in certain engagements includes equity as part of the overall compensation consideration.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

CFO-911 provides hands-on interim and fractional executive consulting, deploying senior CFO-911 consultants to serve as CFO, Controller, Treasurer, CEO, CTO/CIO, or General Administration resources for client companies. Engagements are delivered through a proprietary "Financial Triage Process" that moves from initial screening through on-call assessment, onsite analysis, and going-live phases, with principals maintaining direct involvement throughout.

Product overview

CFO 911 Solutions is a consulting services firm providing hands-on CFO-level relief to middle market private and small cap public companies. The firm operates through its core consulting services organized around the CFO function: Chief Financial Officer Services (managing, financing, financial advisory, public company, and investor relations), Controller Services (accounting systems implementation, financial statements, and compliance), and Treasurer Services (cash management, banking, and forecasting). Additional services extend to CEO, CTO/CIO, and General Administration roles. The firm delivers services through a structured 'Financial Triage Process' spanning initial screening, on-call assessment, onsite analysis, and going live phases, staffed by experienced principals with backgrounds in investment banking, public accounting, and corporate finance.

Differentiator

Problem solved

Functional benefit

Products and services

• Chief Financial Officer Services Interim and fractional CFO consulting services including managing services, financing services, financial advisory, public company services, and investor relations support; intended for middle market private companies and small cap public companies needing senior financial leadership.
• Controller Services Financial statement design, accounting system implementation, general accounting tasks, regulatory compliance, and employee training on accounting systems and procedures; supports companies that need an experienced interim controller.
• Treasurer Services Cash management, cash burn analysis, bank negotiation, lending compliance, and budgeting and forecasting; supports companies requiring interim treasury leadership and banking relationship management.
• CEO Services Interim general management covering overall company operations, strategic planning, and competitive planning; intended for companies needing interim CEO leadership alongside the firm's financial engagements.
• CTO/CIO Services Interim CTO/CIO resources that integrate technology decisions with the company's accounting, finance, and operational workstreams; offered alongside CFO-911's financial engagements.
• General Administration Services Integration and management of HR, legal, insurance, and risk functions; complements the firm's interim CFO, controller, and treasurer engagements.
• Financial Triage Process A proprietary systematic assessment and treatment process modeled after 911 emergency response, comprising Initial Screening, On-Call Assessment, Onsite Analysis, and Going Live phases; used to assess client situations through the eyes of a CFO and stand up interim executive expertise quickly.

Quantifiable outcome

• Reid Dabney has raised over $500 million in equity and more than $2.5 billion in debt for corporate clients

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• BDO USA: Top-tier accounting and advisory firm offering CFO advisory, financial reporting, and interim finance leadership across middle-market clients. Larger and broader portfolio but overlaps with CFO-911's outsourced finance functions.
• Huron Consulting Group: Public consulting firm offering financial advisory, restructuring, and operational consulting including interim executive services. Larger incumbent competing in the same advisory space.
• Marcum LLP: Major U.S. accounting and advisory firm providing CFO advisory, SEC reporting, SOX compliance, and financial consulting to middle-market public and private companies. Comparable in target client segment and service scope.

Direct peers

• Alvarez & Marsal: Specializes in turnaround management, restructuring (CRO services), and interim management including interim CFO placements. Directly overlaps with CFO-911's crisis, restructuring, and interim executive offerings.
• Robert Half Management Resources: Provides interim and project-based finance and accounting professionals, including interim CFOs and controllers, to mid-market and public companies. Competes for the same engagement-driven executive placements.
• FTI Consulting: Global advisory firm offering corporate finance, restructuring, and interim management services including interim CFO roles. Comparable in serving distressed and transitioning companies with senior finance leadership.
• Chief Outsiders: Fractional executive firm providing interim and fractional C-suite talent (including CFOs) to growth-stage and mid-market companies. Direct competitor using a similar senior-talent-as-a-service model.
• Tatum (a Randstad company): Direct competitor offering fractional and interim CFO, Controller, and senior finance executive services to middle-market companies. Closest analog to CFO-911's core model of placing experienced finance executives into client engagements.
• Focus Management Group: Turnaround and restructuring advisory firm providing interim CFO/CRO services and crisis management to underperforming middle-market companies. Directly comparable in turnaround and interim executive offerings.

Emerging players

• Paro: Tech-enabled marketplace matching businesses with fractional finance and accounting experts. Emerging disruptor applying a platform model to the same fractional/interim finance executive market that CFO-911 serves.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Customer concentration

• LinkedInlinkedin.com/company/cfo-911-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 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 911 Solutions