Build. Grow. Maximize Value.
Helping business owners unlock growth, gain clarity, and accelerate value—whether scaling for the next stage or preparing for a future exit.
We Help You With:
Fractional CFO Leadership
Transaction Advisory & Quality of Earnings
Value Growth & Exit Planning
Controller Services for Financial Discipline
Our Services
We provide senior-level financial expertise scaled to your needs. Explore our core services designed to strengthen financial foundations, prepare for transactions, and guide long-term strategy.
Fractional / Outsourced CFO
Strategic guidance, cash flow forecasting, and board-ready reporting—without the cost of a full-time CFO.
Transaction Advisory (QoE, M&A Readiness)
Independent Quality of Earnings analysis and transaction support to give buyers and sellers confidence.
Exit & Transition Planning
CEPA-certified frameworks to build transferable value and prepare for successful ownership transitions.
Controller Services
Reliable month-end close, compliance, and reporting accuracy that strengthen financial foundations.
Why Businesses Choose StrategX Advisory
Business owners, investors, and advisors trust us to bring clarity and actionable insight to complex financial decisions.
Senior-led expertise from experienced CFOs and CPAs
Certified Exit Planning Advisor (CEPA) credential
Proven frameworks for transaction readiness and exit planning
Collaborative approach with CPAs, attorneys, and investment bankers
Trusted partner through every stage of the business lifecycle
Market Locations
StrategX Advisory supports businesses across the U.S., with dedicated local teams in Utah and California.
Let’s Build Financial Clarity and Confidence
Whether you’re preparing for growth, planning an exit, or navigating a transaction, our team provides the strategic financial leadership you need.