Strategic Financial Leadership: CFO,Transaction, Exit, and Controller Support
At StrategX Advisory, we help business owners, investors, and advisors make confident financial decisions. Whether you need outsourced CFO leadership, transaction advisory, exit planning, or controller support, our team delivers clarity, confidence, and actionable insight—when it matters most.
Fractional / Outsourced CFO Services
Executive-level financial leadership without the full-time cost. Our outsourced CFO services provide strategic planning, cash flow forecasting, and accurate reporting so you can make confident decisions with clarity.
Quality of Earnings (QoE) & Transaction Advisory
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.
Exit & Transition Planning
Maximize business value with proven exit strategies. We guide you 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 growth.
Fractional / Outsourced CFO Services
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—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 CFO services provide clarity without the overhead of a permanent hire.
Quality of Earnings (QoE) & Transaction Advisory
When preparing for a transaction, 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, delivering clear, defensible financial insights that strengthen negotiations and help achieve favorable deal terms.
Exit & Transition Planning
Exiting a business is one of the most important financial decisions an owner will ever make. Our certified exit planning process helps 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
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 business.
From bookkeeping clean-up to ongoing reporting improvements, we provide controller support that integrates seamlessly with your team.
Why Businesses Choose StrategX Advisory
Working with us means more than just financial support—it means having a trusted partner who understands both the numbers and the strategy.
Senior-led expertise from experienced CFOs and CPAs
Certified Exit Planning Advisor (CEPA) credential
Proven frameworks for transaction readiness and exit planning
Clarity and confidence at every stage of the business lifecycle
Collaborative approach with CPAs, attorneys, and investment bankers
Frequently Asked Questions
Q1: What’s the difference between a fractional CFO and a controller?
A fractional CFO provides forward-looking strategy—cash flow forecasting, investor prep, and board reporting—while a controller ensures accurate historical reporting and compliance. Many companies benefit from both roles.
Q2: When should I consider a Quality of Earnings (QoE) analysis?
A QoE analysis is most valuable before a transaction, when raising capital, or when you want a clear view of normalized EBITDA and revenue quality. It strengthens negotiations and reduces surprises during diligence.
Q3: How far in advance should I start exit planning?
Ideally 12–36 months before a sale or transition. Exit planning aligns business, financial, and personal goals so you can exit on your terms with maximum value.
Q4: Do you work with my existing CPA or advisors?
Yes. We collaborate closely with your CPA, attorney, and wealth advisor to ensure all aspects of your financial and strategic plan align.
Q5: Where do you provide services?
StrategX Advisory works with business owners, investors, and advisors nationwide. We serve clients in Utah, California, and beyond.
Ready to Move Forward with Clarity?
Whether you’re preparing for growth, planning an exit, or navigating a transaction, StrategX Advisory provides the financial leadership you need—when it matters most.