Fractional CFO leadership for growth-stage, exit-track, and PE-backed companies

Senior financial judgment, right-sized for your business, from a CPA and CMA with more than 25 years of CFO experience.

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25+Years as a CFO and finance leader

$500M+Revenue scale led, from under $100 million

5,000+Employees in businesses overseen, US and Canada

5Acquisitions diligenced and integrated

Where I help

Most companies call a fractional CFO at an inflection point. These are the four I see most often.

Growth

When the business has outgrown its reporting. Budgets, forecasts, and KPIs that leadership can actually run the company on.

Lending

When the bank relationship matters more than ever. Borrowing base and covenant reporting, cash forecasting, and lender confidence.

Transactions

When a sale, acquisition, or recapitalization is on the horizon. Due diligence support, quality of earnings, and exit readiness.

Governance

When the board or investors need more. Clear decision rights, better information flow, and real financial oversight.

You might call me when

The company has outgrown the reporting that got it here, and leadership is making decisions on numbers nobody fully trusts.
A covenant is tightening, a borrowing base is overdue, or the lender is asking questions that are getting harder to answer.
Cash is the constraint, and nobody can say with confidence what the next thirteen weeks look like.
A sale is a year or two out, and the books are kept for taxes rather than for a buyer.
An acquisition is on the table and the target's financials have to be understood before the offer, not after.
A private equity sponsor or family office needs experienced finance help inside a portfolio company.
The board wants better financial oversight without adding a layer that slows the company down.
The business needs CFO-level thinking but cannot yet justify a full-time CFO.

About Richard Frankl

Richard Frankl has served as CFO of private equity-backed, family office-backed, and high-growth companies for more than 25 years. He founded PerformaFi Advisory in 2025 to bring that experience to middle market companies on a fractional basis, sized to what the business needs and without adding permanent executive overhead.

Meet Richard

Let's talk about your next step

A 30-minute conversation is usually enough to know whether a fractional CFO is the right fit.

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