Schedule a CFO Diagnostic Conversation
A focused 30-45-minute conversation to evaluate how cash, margin, and financial decisions are being managed and whether CFO-level support is the right next step.
We work with owner-led operating businesses between $2M–$20M in revenue navigating growth, transition, or increasing complexity.
This conversation is for you if:
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You are making significant financial decisions
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Cash flow visibility feels limited or reactive
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Growth is outpacing financial structure
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Reporting exists but doesn't drive decisions
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You are evaluating whether a fractional CFO is appropriate
What Happens Next
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Submit the form below
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We review for alignment
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If there is a fit, we will send calendar options
This is not a sales presentation.
It's a structured conversation to determine fit on both sides.
R5 does not provide tax, payroll, or compliance services.
Conversations are reserved for businesses with active revenue and decision complexity.
Request a CFO Diagnostic
Submit the form below to determine fit.
Led by a PE-backed CFO with direct operating responsibility across multi-million-dollar P&Ls.