Fractional CFO, Transaction Advisory, and Exit Planning in Roseville, CA
StrategX Advisory provides outsourced CFO leadership, Quality of Earnings (QoE) analysis, exit planning, and controller services for business owners and advisors in Roseville, the Sacramento metro, and across Northern California.
Serving Roseville and Northern California Businesses
We understand the opportunities and challenges facing businesses in the Roseville and Sacramento area. From high-growth companies to family-owned businesses preparing for transition, we provide the financial clarity and strategic insight needed to support confident decision-making.
Our services are designed to help companies strengthen financial foundations, improve reporting, and prepare for major milestones like M&A transactions or ownership transitions.
Fractional / Outsourced CFO
Senior-level financial leadership for businesses in Roseville and beyond. We deliver cash flow forecasting, accrual transitions, and board-ready reporting to guide growth.
Transaction Advisory
(QoE, M&A Readiness)
Quality of Earnings reviews and buy-side/sell-side advisory to prepare for successful deals and strengthen negotiations.
Exit & Transition Planning
CEPA-certified advisors help owners maximize business value and plan for succession 12–36 months before an exit.
Controller Services
Reliable month-end close, compliance, and financial reporting to support growing Northern California companies.
Fractional CFO Services for Roseville Businesses
Not every company needs a full-time CFO, but every company benefits from CFO-level insights when preparing for growth or investor conversations. StrategX Advisory delivers senior-led, project-first fractional CFO support to Northern California companies—helping you shift from cash to accrual, forecast cash flow, and prepare board-ready financial reporting.
Whether you’re strengthening lender relationships, tightening your month-end close, or getting ready for a transaction, our Roseville CFO services provide clarity without the overhead of a permanent hire.
Quality of Earnings (QoE) & Transaction Advisory in Roseville
When preparing for a transaction, business owners and investors across Roseville and Sacramento 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 Roseville, Sacramento, Rocklin, and Folsom. The result: clear, defensible financial insights that strengthen negotiations and help you achieve favorable deal terms.
Exit & Transition Planning in Northern California
Exiting a business is one of the most important financial decisions an owner will ever make. Our certified exit planning process helps California 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 Roseville Companies
Strong financial foundations make growth possible. Our controller services deliver reliable month-end close, reporting accuracy, and financial oversight for Sacramento-area businesses. We ensure timeliness, compliance, and actionable insights so you can focus on scaling with confidence.
From bookkeeping clean-up to ongoing reporting improvements, we provide controller support that integrates seamlessly with your team.
Why Roseville Businesses Choose StrategX Advisory
Senior-led expertise from experienced CFOs and CPAs
Certified Exit Planning Advisor (CEPA) credential
Proven transaction readiness and Quality of Earnings frameworks
Support for Northern California business owners, investors, and advisors
Collaborative approach with CPAs, attorneys, and wealth advisors
Frequently Asked Questions
Do you only work with businesses in Roseville?
→ No. While we support many Northern California companies, StrategX Advisory works with clients nationwide.When should I consider hiring a fractional CFO?
→ When you need senior-level insight for growth, capital raising, or preparing for a transaction—but don’t need or want a full-time CFO.What industries do you support?
→ We work across multiple industries, including professional services, technology, manufacturing, and family-owned businesses.
Ready to Strengthen Your Business in Roseville?
Let’s talk about how StrategX Advisory can help you prepare for growth, transactions, and successful exits.