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  • About
    • Leadership
    • Our Team
    • Awards and Recognitions
    • Community
  • Services
    • Bookkeeping Services
    • Accounting Services
    • CXO Advisory Services
    • Systems Support and Consultation
  • The Venturity Way
  • Insights
    • News & Blog
    • Founding Stories
    • Case Studies
  • Careers
    • Join Our Team
  • Contact
Give Us A Call 972.692.0380

CXO Advisory Services

Venturity’s fractional CFOs and COOs are experts at helping companies develop and implement effective financial and operational strategies

Our team of experienced advisors offer much more than forecasting and process development by providing financial and operational leadership throughout your entire organization.

How Do Our Fractional CXO Advisors Impact Your Business?

Our fractional advisors can offer much more than forecasting and operational support. Venturity’s CXOs will provide leadership and guidance to your finance, accounting and operational management team, resulting in an end to end strategic solution.

How Do Our Fractional CXO Advisors Impact Your Business?

When you lean on the Venturity team for outsourced CXO advisory
services, you have access to expertise in these areas:

Cash Management Cash is king and it’s difficult to run a successful business without it. We provide the forward looking visibility to fully understand how much cash a business needs and when.

Reporting, Forecasting & Budgeting Our experts use KPIs and tailored operating metrics to set performance targets that track progress and growth.

Operational Consulting Your virtual COO will evaluate a company’s overall organization to maximize effectiveness and operational efficiencies, resulting in improved performance and profitability.

System Selection and Implementation Our advisory team incorporates the use of technology and systems when mapping out your growth plan. Our proven process focuses on achieving scale and efficiency goals while minimizing transition costs and disruptions.

Capital Structure Optimization Your virtual CFO can help you determine the best mix of debt and equity to support your strategic plans. We also have access to a robust network of capital sources and can assist with the structuring, negotiation and execution of your capital raise.

Transaction/M&A Services Whether it’s a strategic acquisition or you’re interested in selling assets, we offer expertise in all areas of the transaction process including due diligence, deal structuring, negotiation, documentation review, process optimization and post-acquisition integration.

Discover the Venturity Way

Doing things the right way for the right reasons.

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We are committed to achieving success with you, our clients and partners.

  • Our clients receive a dedicated accounting team. This allows us to leverage unique skill sets & expertise of team members.
  • Our highly skilled team members exceed client expectations with unparalleled problem solving and accounting leadership.
  • Our work is timely, consistent, comprehensive and operationally focused.
  • Our commitment to great accounting, open communication and an active partnership, marked by mutual respect, is the cornerstone of our client experience program.
Learn more about Venturity

We Bring Strategic Financial Leadership With the Backing of a Robust Accounting and Systems Consulting Team

Contact Venturity Today
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Venturity Financial Partners is not a CPA Firm.
Venturity Financial Partners accounting services provided through an alliance with CM, CPA.
Photography by Ren Morrison.

©2021 Venturity® Financial Partners. All Rights Reserved.

972.692.0380

[email protected]

14841 Dallas Pkwy. Suite 600 Dallas, TX 75254

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