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Fractional CFOs

Fractional CFO services have become mission-critical for growing businesses that need financial leadership without the cost or commitment of a full-time team member. We are seeking to partner with leading firms in this space to help them scale sustainably while maintaining the trust and service quality that define their client relationships.

 

 

Our Perspective

As small and mid-sized businesses grow their FP&A needs often outpace their internal capabilities, yet hiring a full-time CFO can be premature or cost-prohibitive. That’s where fractional CFO services play a vital role: offering strategic financial leadership, forecasting, budgeting, and operational insight without the overhead of a full team.

These firms are increasingly essential partners for companies navigating complex decisions around growth, fundraising, and bookkeeping.

We’re drawn to the sector for its high client value, recurring revenue models, and strong alignment with long-term business outcomes. Great fractional CFO firms creating sticky, trusted relationships and a deeply consultative monthly service model. 

The industry remains fragmented, with many firms built around a single Fractional CFO founder, but few scaled platforms with the infrastructure and talent to expand regionally or nationally. With the right support, we believe leading operators can grow into dominant players in this emerging space.

What we're looking for

Heritage is seeking to partner with founder-led fractional CFO firms that deliver strategic financial guidance to growing businesses.

Our ideal partners are:

  • Providing ongoing, embedded CFO and finance team services to companies between $5M–$100M in revenue
  • Generating a majority of revenue through recurring monthly retainers
  • Led by experienced finance professionals with strong reputations
  • Ready to grow through additional hires, geographic expansion, or M&A

We bring more than capital, we provide operational support, recruiting resources, and a long-term orientation. Whether your goal is scaling your team, entering new markets, or planning for succession, Heritage is a strategic partner with the tools and experience to help you get there.

 

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Meet the Founders

  • We are entrepreneurs and operators at heart
  • We have led and built several successful companies in various industries including telecom, healthcare, and business services
  • We strongly believe that being strong operators makes us better investors

What business owners say about us

testimonial-image-paul

Heritage did what they said they were going to do, they took care of my team, they tripled my business in size, expanded to the West Coast, opened a new successful operation in Canada (which today is doing $20m+ in revenue 4 years later). They are skilled executives and business operators, but above all they are trustworthy and honest good people.

Paul Maiuri
Founder | Maicom Electrical Corp

testimonial-image-shiva

I would 100% do the exact transaction again and prioritize non‐monetary aspects, as Alex and Ross have taken care of the business and the company, and employees are thriving more than ever.

Yale School of Management Case Study May 2nd 2022

Shiva Nanda
Founder | NCS Global

testimonial-image-irene

Heritage Holding was a great partner. They always stayed true to their word, listened to our advice, and valued every single employee. They were also a great additional resource for BCT: they helped with finance, patient recruiting, legal, and HR, so we could focus on clinical operations. They also helped us expand by bringing new therapeutic areas and additional principal investigators.

Irene Axelrod
Founder | Boston Clinical Trials