CFOFORIT CORE SERVICE

Scale Elite

This top tier is for firms preparing for major capital events, significant expansion or complex transactions.

Whether or not an exit is imminent, being sale‑ready is simply good business. Scale Elite positions your company to maximize value whenever opportunity knocks. We guide you through rigorous diligence, identify valuation drivers and mitigate risks. Working side-by-side with you for the long haul, we build the financial infrastructure and strategic plan that makes your business attractive to buyers and investors alike.

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Value Guarantee: See results in 60 days, or you don't pay.

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CFOforIT will provide strategic finance leadership, focused on: 

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Financial Reporting & Analysis

Monthly financial package preparation and review (P&L, Balance Sheet, Cash Flow). Variance analysis and management commentary. Key performance indicators (KPIs) and dashboard reporting. 

Forecasting & Planning

Rolling 13-week cash flow forecasting.

Budget creation and variance tracking.

Scenario modeling and strategic financial planning.

Strategic Finance & Advisory

Capital structure and financing strategy (banking, investors, credit facilities).

Board reporting and investor communications support.

M&A readiness, due diligence preparation, and financial modeling.

Governance & Compliance Oversight

Review of accounting policies and controls (at a high level).

Recommendations to strengthen financial processes, systems, and compliance.

What you get in Scale Elite

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Financial Leadership & Reporting (Essentials + Accelerators Included)

 

  • Monthly financial package review and commentary
  • KPI dashboards and monthly health reviews
  • 13-week rolling cash flow forecasting
  • Budget preparation and ongoing monitoring
  • Scheduled calls and ongoing strategic guidance
  • Revenue, margin, and customer profitability analysis
  • Working capital optimization
  • Advanced forecasting, modeling, and scenario planning
  • Strategic growth roadmap development
  • Comprehensive M&A readiness and diligence preparation
  • Valuation enhancement strategies across tangible and intangible value drivers
  • Exit planning aligned with your personal and business objectives
  • Investor and buyer engagement support—from forecasts to financial narrative to negotiation prep
  • Support throughout the transaction cycle to ensure a seamless transition from pre-LOI through post-close integrations
  • Development coaching for the Controller to elevate in-house financial leadership capability

M&A Readiness & Exit Planning (Elite Tier Enhancements)

 

  • Comprehensive M&A readiness and diligence preparation
  • Valuation enhancement strategies across tangible and intangible value drivers
  • Exit planning aligned with your personal and business objectives
  • Investor and buyer engagement support—from forecasts to financial narrative to negotiation prep
  • Support throughout the transaction cycle to ensure a seamless transition from pre-LOI through post-close integrations
  • Development coaching for the Controller to elevate in-house financial leadership capability

Transaction Bursts & Capacity

 

Elite engagements often involve higher intensity around M&A milestones. If the pace, complexity, or volume of work materially exceeds the agreed baseline, we will jointly review the expanded scope and adjust the fee structure as appropriate.

 

Adjustments & Additional Requests

 

Any deliverables outside the defined scope will be incorporated via a mutually agreed change order or revised monthly fee.

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M&A Readiness & Exit Planning (Elite Tier Enhancements)

 

  • Comprehensive M&A readiness and diligence preparation
  • Valuation enhancement strategies across tangible and intangible value drivers
  • Exit planning aligned with your personal and business objectives
  • Investor and buyer engagement support—from forecasts to financial narrative to negotiation prep
  • Support throughout the transaction cycle to ensure a seamless transition from pre-LOI through post-close integrations
  • Development coaching for the Controller to elevate in-house financial leadership capability

Transaction Bursts & Capacity

 

Elite engagements often involve higher intensity around M&A milestones. If the pace, complexity, or volume of work materially exceeds the agreed baseline, we will jointly review the expanded scope and adjust the fee structure as appropriate.

 

Adjustments & Additional Requests

 

Any deliverables outside the defined scope will be incorporated via a mutually agreed change order or revised monthly fee.

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What’s Not Included (Unless Explicitly Added)

To ensure clarity, the following are not included in the Elite tier unless specifically scoped and priced as add-on services:

 

  • Sell-side investment banking services (buyer outreach, deal marketing, etc.)
  • Bookkeeping, A/P entry, A/R collections, or payroll processing
  • Daily reconciliations, cash application, or accounting system administration
  • HR administration, recruiting, or benefits management
  • Legal drafting or contract review beyond financial terms
  • Hands-on project management unrelated to finance or value creation
  • System implementation or IT/ERP administrative support
  • Month-end close ownership or other day-to-day accounting duties

Why Choose CFOforIT

Discover How a Proven Tech CFO Can Transform Your Financial Strategy

Seasoned Leadership

Access to a CFO who has steered multiple tech companies from <$20M to >$130M revenues. We know the levers that drive ROI and cost savings.

Cost‑Efficient Partnership

Strategic financial insight at a fraction of the $300K+ cost of a full‑time CFO, with more focus on growth and profitability.

Cash‑Flow & Profitability Improvements

We used proven best practices to improve cash-flow and provide a longer horizon to avoid surprises.

Technology‑Driven Insights

AI‑powered dashboards and forecasts that give you real‑time clarity on cash, profitability, and KPIs.

Risk‑Free Engagement

A satisfaction guarantee. If you don’t see the promised value, we’ll make it right or refund your fees.

Always Exit‑Ready

Continuous value‑building and risk mitigation so you’re prepared for funding rounds, recapitalizations or a future sale.

“His financial insights and strategic partnership were invaluable”

 Steve brought a blend of SaaS industry understanding, commercial discipline, and integrity to our board during my time as CEO at Webinfinity. His financial insights and strategic partnership were invaluable in guiding us through growth and ultimately to a successful acquisition by 360insights in 2022. He’s someone who knows how to build a business the right way, with both value and outcomes in mind. 

testimonial_photo

James Hodgkinson

CEO | Webinfinity

“Steve’s dedication to a metric-driven approach was instrumental”

At two of Steve’s prior IT services companies, he engaged me and my team at MetricNet to help mature and optimize their service operations. With Steve’s partnership, we transformed those organizations from average to world-class performance within a year. Steve’s dedication to a metric-driven approach was instrumental in driving both operational excellence and profitable scaling. It’s that same focus on data and results that he now applies at CFOforIT.

Jeff

Jeff Rumburg

CEO | Metricnet

“Thanks to Steve’s guidance on metrics and talent recruitment, we achieved significant growth during his time on the board.” 

Having Steve on our ProV board was incredibly valuable. He played a key role in refining our growth strategy and served as a trusted financial advisor, helping us position the company for success. Thanks to Steve’s guidance on metrics and talent recruitment, we achieved significant growth during his time on the board. The principles he championed are exactly what he now brings to CFOforIT. 

Ajit

Ajit Nair

CEO | ProV

Frequently Asked
Questions

Who is Scale Elite for?

Scale Elite is designed for IT services firms and MSPs typically at $40M to $70M revenue (or earlier-stage companies preparing for a capital event) who are:

  • Actively planning an exit within 3-5 years
  • Raising capital or considering recapitalization
  • Pursuing acquisitions and need integration support
  • Building institutional-grade financial infrastructure
  • Maximizing enterprise value ahead of a transaction

If you're thinking about a liquidity event—even if it's not imminent—Elite is the right choice.

How is this different from Scale Accelerators?
Accelerators optimizes your business for profitability and growth. Elite positions your business for a transaction or capital event. The difference:
Can I start with Elite even if I'm not selling for 3-5 years?

Absolutely. Elite clients start 3-5 years before exit on purpose. That's when you build the infrastructure, clean up historical issues, optimize EBITDA, and create the story buyers want to hear. Starting Elite six months before selling is too late and you're scrambling, not building value.

What if I'm raising capital instead of selling?

Elite works perfectly for capital raises. We support bankers with data room inputs, reporting cadence, and ad-hoc analysis, and we build investor-grade models that simulate capital structures and growth scenarios. Whether it's PE recap, growth equity, or debt, we position you to secure capital on favorable terms.

What's the difference between Elite and hiring a full-time CFO for an exit?

A full-time IT services CFO with transaction experience costs $250K-$400K+ all-in and takes 3-6 months to recruit. Our team is led by a former tech President, COO, and CFO who has helped three companies surpass $130M in revenue, including two that started below $20M.​ You get proven transaction expertise immediately, at a fraction of the cost, without the recruiting risk or cultural fit gamble.

When is the right time to bring in a fractional CFO?

Once your IT services business has proven its model and reached at least $5M in annual revenue, you’re at an inflection point where strategic financial leadership can accelerate growth, optimize margins, and prepare for premium valuations.

How can a fractional CFO help my IT services business scale?

We translate financial data into strategy—aligning pricing with value, modeling growth scenarios, building dashboards, and ensuring every investment drives profitability, scalability, and readiness for future exits.

Why CFOforIT instead of a generalist fractional CFO?

Because IT services expertise matters. We understand recurring revenue, utilization rates, billable vs. non-billable time, T&M vs. fixed-fee pricing, client concentration risk, and the metrics PE firms use to value MSPs.

 

Our team is led by a former tech President, COO, and CFO who has helped three companies surpass $130M in revenue, including two that started below $20M. Generic finance advice costs money. IT-specific strategy makes money.

How do I get started?

You can connect directly with a free consultation here. Alternatively, you can email us at info@cfoforit.com or call us at +1 (813) 367-4485. We’ll discuss your business goals and map out how we can help scale, optimize, or prepare for an exit.

60‑Day Value Guarantee

We are confident our fractional‑CFO engagement will pay for itself. Within 60 days of kickoff you’ll receive a full financial‑health assessment, forward‑looking forecast and a prioritized action plan. If you attend the scheduled meetings, provide the requested information and implement the agreed‑upon quick‑win actions but don’t feel the engagement has delivered real value, simply let us know by Day 60 and we’ll refund your fees. In other words, we put skin in the game—if you don’t see value, you don’t pay.

Discover more ways we can help

Core Service

Scale Essentials

Lay the groundwork for sustainable growth with hands‑on CFO support, rolling cash forecasts and real‑time dashboards that bring clarity and control to your finances.

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  • 13‑week rolling cash forecasts
  • Monthly performance reviews, analysis, and benchmarking
  • Tech‑enabled dashboards
  • Budget preparation and ongoing monitoring
  • Regular calls and video conferences

Core Service

Scale Accelerator
Popular

Transform your financial data into strategic intelligence, using advanced modeling and profitability analysis to power faster, smarter expansion.

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  • Revenue and margin optimization
  • Deep profitability analysis by customer and COB
  • Working capital improvement planning and execution
  • Advanced forecasting, financial modeling and scenario planning
  • A strategic growth roadmap tailored to your business goals

Additional Service

Exit Planning & Preparation

Position your business for a premium valuation with tailored strategies, clean financials, and a clear roadmap to a successful transaction.

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Additional Service

Capital Raising Support

Secure the right capital with strategic planning, financial modeling, and investor-ready materials that put your business in the best light.

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Additional Service

M&A Assessments & Support

Confidently navigate the deal process with expert evaluation, financial due diligence, and hands-on support—ensuring you maximize value at every stage.

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Our Commitment

Value Guarantee

Our founder has scaled 3 firms past $130M. You could be next. See results in 60 days, or you don't pay.

 

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PE Playbook

Pre-Acquisition “Value Discovery”

Private equity investments succeed or fail based on how well PE firms identify value drivers before they buy. We dig beneath the surface to assess the target’s cash, liquidity and cost structure, diagnose upside potential using industry‑proven levers Our rigorous due‑diligence support covers financial, operational and human‑capital factors, giving you confidence in your investment thesis and clarity on where to focus after closing.

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  • Target assessment covering financial health, growth drivers and risks.
  • Value diagnostic using a 13‑lever framework to pinpoint upside potential.
  • Operational due‑diligence support, including quality‑of‑earnings analysis and headcount/organizational assessment.
  • Draft value‑creation roadmap aligned with the investment thesis and integration plan.

Evaluate your next acquisition with confidence—schedule a discovery call to see how our pre‑acquisition expertise can unlock hidden value.

PE Playbook

Post-Acquisition “Value Roadmap”

The first 100 days set the trajectory for your investment. We fill CFO gaps, integrate the target company and translate the investment thesis into a detailed value‑creation roadmap. By embedding robust reporting, KPI monitoring and forecasting early, we create a clear line of sight to EBITDA improvement and working‑capital gains. Our team mentors your finance leaders, implements rolling forecasts and 13‑week cash models, and drives integration so you can achieve the operational and strategic objectives envisioned at acquisition.

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  • Fractional or interim CFO leadership to bridge capability gaps and accelerate integration.
  • 100‑day plan focusing on rapid diagnostics, robust reporting, forecasting and governance.
  • Value‑creation roadmap with milestones for revenue growth, margin expansion, working‑capital optimization and technology integration.
  • CFO mentoring for management teams to build long‑term capability.
  • Implementation of rolling forecasts and 13‑week cash‑flow models to ensure liquidity and support decision‑making.

Hit the ground running after closing—contact us to craft a post‑acquisition roadmap that turns your investment thesis into performance.

PE Playbook

PE Portfolio Services

Your portfolio companies deserve consistent financial leadership that scales across the investment lifecycle.

We provide fractional and transitional CFO services, mentoring and strategic oversight to embed best practices across the IT services firms in your portfolio.

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  • Flexible fractional and transitional CFO services tailored to each IT services portfolio company’s stage and needs.
  • Ongoing value‑creation support, including cash‑flow forecasting, KPI dashboards and integration of finance and operations systems.
  • CFO mentoring and leadership development to strengthen finance teams and succession planning.
  • Exit readiness preparation and alignment with buyer expectations.

Equip your portfolio companies with the strategic finance leadership they need—schedule a conversation to learn how our portfolio services drive value from acquisition through exit.

 

Get Started 

Schedule your free consultation with Steve Torres

 Let’s ensure you’re always transaction‑ready. Reach out to discuss how Scale Elite can maximize your enterprise value and secure your future.