We bring institutional-grade FP&A, M&A advisory, and financial operations to growth-stage businesses — without the cost of a full-time CFO.
From day-to-day bookkeeping to complex M&A transactions, Apex provides the financial expertise your business needs to scale, raise capital, and exit on your terms.
Senior financial leadership on a part-time basis. We embed into your team, own the finance function, and drive strategic decision-making without the full-time cost.
Dynamic financial models, rolling forecasts, KPI dashboards, and scenario planning that give you clarity and confidence in every major business decision.
Buy-side and sell-side support including due diligence, deal structuring, valuation analysis, and post-merger financial integration.
Clean, accurate, and timely books managed by professionals who understand how your financials connect to your strategy. We go far beyond data entry.
Prepare your business for a capital raise with investor-grade financials, pitch deck support, data room preparation, and lender/investor Q&A coaching.
We prepare and review Quality of Earnings (QofE) reports that give buyers, sellers, and investors a clear picture of true business performance. Our QofE engagements cover normalization of EBITDA, identification of one-time and non-recurring items, revenue and customer concentration analysis, working capital peg analysis, and assessment of accounting policy risks. Whether you're preparing for a sale, responding to buyer diligence, or evaluating an acquisition target, our QofE work gives all parties the confidence to transact.
We help you identify, structure, and secure the right financing for your business — whether that's bank debt, SBA loans, mezzanine financing, or equity investment. We manage the process from lender selection to term sheet negotiation.
Deploy your capital with precision. We build frameworks to evaluate competing investments, prioritize growth initiatives, manage working capital, and ensure every dollar is working toward your strategic objectives.
JD/MBA · MS Economics · 10+ Years in Finance · CFO at PE-Backed Companies · Energy & Construction · PG&E · NASA · 7 M&A Transactions Closed
"I bring institutional-grade finance to businesses that deserve it — not just the Fortune 500."
— Alina Joseph, Founder
Apex Fractional CFO was founded by Alina Joseph, a finance executive with a JD/MBA in Finance & Accounting and an MS in Economics, and over a decade of CFO-level experience across private equity, energy, construction, and consumer goods.
Alina has served as CFO for a PE-backed family office managing DTC e-commerce brands on Shopify, and as CFO for ChargeEPC, an energy and construction company where she led a finance team of 100+ and closed 2 M&A transactions. Prior to founding Apex, she spent six years at Pacific Gas & Electric (PG&E) as Finance Manager leading FP&A for the Electric Distribution organization, and began her career as a Senior Financial Analyst at NASA Moffett Field.
Across her career, Alina has led 7 M&A transactions ranging from $5M to $15M, built financial models that supported capital raises, implemented ERP systems, and reduced month-end close cycles by up to 10 days. She is fluent in English and French, and proficient in Oracle, SAP, NetSuite, Anaplan, Power BI, and Tableau.
Whether you're preparing to raise, looking to sell, or simply need your finances under control — we'd love to learn about your business and how we can help.
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