Graystone CFO Services
Outsourced CFO Services with Specialized ESOP Expertise
At Graystone CFO, we deliver strategic financial leadership to professional services firms and founder-led companies building for the future. Whether you’re planning for growth, evaluating employee ownership, or optimizing operational performance, we bring seasoned insight to every engagement.
Fractional CFO Services
Executive-level financial leadership without the overhead of a full-time CFO. We help founders and leadership teams develop financial strategies that drive growth, improve enterprise value, and align with long-term goals.
Services Include:
- Financial strategy development
- Monthly forecasting and reporting
- Cash flow and liquidity management
- Board preparation and strategic advisory
ESOP Evaluation and Formation Services
Thinking about an ESOP? We help you model scenarios, assess financial impacts, and determine whether an ESOP aligns with your company’s goals for growth, succession, or employee engagement.
Services Include:
- ESOP feasibility analysis
- Financial modeling and valuation support
- Strategic and cultural fit assessment
- Transition and stakeholder alignment planning
ESOP Compliance and Employee Communications
Thinking about an ESOP? We help you model scenarios, assess financial impacts, and determine whether an ESOP aligns with your company’s goals for growth, succession, or employee engagement.
Services Include:
- Compliance process planning and oversight
- Repurchase obligation forecasting
- Employee communications and ownership education
- Financial reporting tailored for ESOP structures
Growth and Profitability Optimization
Unlock hidden potential. We help you fine-tune pricing strategies, improve margins, and structure financial operations for sustainable, scalable success.
Services Include:
- Revenue modeling and unit economics analysis
- Pricing optimization strategies
- Margin improvement and cost structure evaluation
Systems Implementation and Productivity Consulting
Financial systems shouldn’t be barriers—they should be bridges to better decisions. We help you select and implement the right tools to improve visibility, efficiency, and reporting.
Services Include:
- QuickBooks, Workamajig, and other financial system integrations
- Workflow design and optimization
- Real-time dashboard development for decision-making
Ready to Align Financial Strategy with Your Vision?
Schedule a consultation today to learn how Graystone CFO can help you build enterprise value, navigate ownership transitions, and power your next stage of growth.