Tampa Bay's growth-stage businesses deserve CFO-level financial leadership — without the full-time salary. Apex embeds into your team and drives the financial strategy that scales your business.
Tampa Bay is one of the fastest-growing business markets in the country. From construction and manufacturing to healthcare, tech, and professional services — the region's entrepreneurs are building serious companies that need serious financial leadership.
Apex Fractional CFO serves Tampa, St. Petersburg, Clearwater, Sarasota, and the surrounding Bay Area. We work with founders and operators who have outgrown their bookkeeper but are not yet ready for a full-time CFO at $250,000 per year.
Our engagements are built for companies doing $1M to $50M in revenue — the stage where financial clarity, cash flow management, and strategic planning matter most.
"Most clients come to us with unclear margins, inconsistent cash flow, or no financial strategy. That’s exactly where we help."
Senior financial leadership embedded in your team — without the full-time cost. We own your finance function and drive decisions that move your business forward.
Financial models, rolling forecasts, and KPI dashboards that give you clarity and confidence in every major decision.
Buy-side and sell-side support — due diligence, deal structuring, valuation, and post-merger integration.
Clean, accurate books managed by professionals who understand how your numbers connect to your strategy.
Investor-grade financials, pitch deck support, data room preparation, and lender Q&A coaching — so you walk into a raise ready.
QofE reports covering EBITDA normalization, one-time items, revenue concentration, working capital peg, and accounting policy risk.
We identify, structure, and secure the right financing — bank debt, SBA loans, mezzanine, or equity — from lender selection through term sheet negotiation.
Frameworks to evaluate investments, prioritize growth, and manage working capital — so every dollar moves you toward your goals.
Tampa Bay's booming construction sector needs CFOs who understand job costing, bonding requirements, and project-level margin analysis.
From Hillsborough to Pinellas, manufacturers need standard cost accounting, ERP integration, and audit-ready financials.
Private practices, clinics, and healthcare services companies navigating complex revenue cycles and regulatory reporting.
DTC brands and retail operators scaling on Shopify, Amazon, or omnichannel platforms.
Law firms, consulting practices, and staffing companies managing utilization, billing rates, and partner distributions.
HVAC, plumbing, electrical, and landscaping companies growing through acquisition or organic expansion.
Whether you’re preparing to raise, looking to sell, or simply need your finances under control — we work with Tampa Bay businesses at every stage.
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