Salt Lake City Specialists in Quality of Earnings, Fractional CFO & Exit Planning
Helping Utah business owners, investors, and advisors gain clarity and confidence in financial decisions.
At StrategX Advisory, we partner with Utah business owners and investors to prepare for growth, investor conversations, and successful transitions. Based in Salt Lake City, we serve clients across the Wasatch Front—from Park City to Provo and Ogden.
Outsourced CFO Services
Executive-level financial leadership without the full-time cost. Our fractional and outsourced CFO services provide strategic planning, cash flow forecasting, and accurate reporting so Utah business owners can make confident decisions with clarity.
Transaction Advisory
(QoE, M&A Readiness)
Navigate deals with confidence. From Quality of Earnings (QoE) analysis to due diligence and deal preparation, our M&A advisory services deliver actionable insights that ensure you are transaction-ready and positioned for success in Utah’s dynamic private equity and investor landscape.
Exit & Transition Planning
Maximize business value with proven exit strategies. We guide Utah entrepreneurs through readiness assessments, succession planning, and value growth initiatives—helping you exit on your terms while achieving long-term goals.
Controller Services
Build a strong financial foundation. Our controller services deliver reliable month-end close, reporting, and oversight—ensuring accuracy, timeliness, and actionable insights so you can focus on growing your Utah business.
Fractional CFO Services for Utah Businesses
Not every company needs a full-time CFO, but every company needs CFO-level insights when preparing for growth or investor conversations. StrategX Advisory delivers senior-led, project-first fractional CFO support to Utah companies—helping you shift from cash to accrual, forecast cash flow, and prepare board-ready financial reporting.
Whether you’re building lender relationships, tightening your month-end close, or getting ready for a transaction, our Salt Lake City CFO services provide clarity without the overhead of a permanent hire.
Quality of Earnings (QoE) & Transaction Advisory in Salt Lake City
When preparing for a transaction, Utah business owners and investors need confidence in the numbers. Our independent Quality of Earnings (QoE) analysis goes beyond basic financial review—identifying normalized EBITDA, revenue quality, working capital adjustments, customer concentration, and non-recurring expenses.
We support both buy-side and sell-side clients across Salt Lake City, Park City, Provo, and Ogden. The result: clear, defendable financial insights that strengthen negotiations and help you achieve favorable deal terms.`
Exit & Transition Planning in Utah
Exiting a business is one of the most important financial decisions an owner will ever make. Our certified exit planning process helps Utah business owners build transferable value, prepare succession strategies, and maximize outcomes 12–36 months before a sale or transition.
Using proven frameworks and tools like Capitaliz, we align your business, personal, and financial goals—so you can exit on your own terms with confidence.
Controller Services for Salt Lake City Companies
Strong financial foundations make growth possible. Our controller services deliver reliable month-end close, reporting accuracy, and financial oversight. We ensure timeliness, compliance, and actionable insights so you can focus on scaling your Utah business.
From bookkeeping clean-up to ongoing reporting improvements, we provide controller support that integrates seamlessly with your team.
Why Utah Businesses Work With StrategX
15+ years advising Utah and national companies
CPA, CEPA, CGMA credentials
Deep transaction advisory and Ampleo partnership experience
Senior-led approach: clarity, confidence, results
Serving Salt Lake City, Park City, Provo, Ogden, and the Wasatch Front
Ready to strengthen your business in Salt Lake City?
Let’s talk about how StrategX can help you with Quality of Earnings, Fractional CFO, Exit Planning, and Controller Support.
StrategX Advisory provides outsourced CFO, QoE, and exit planning services for Utah business owners and investors. Based in Salt Lake City, we proudly serve clients across the Wasatch Front.