Success Stories

Preferred CFO Case Studies

Preferred CFO has helped lead hundreds of businesses to successful outcomes. Below is a small selection of the impact our outsourced CFO team has delivered.

Case Study: Smart Rhino Labs

Developed Internal Finance Talent, Reporting, & Forecasting, Facilitating a Successful Exit

Preferred CFO converted accounting from a cash basis to an accrual basis, developed internal financial talent, established a robust financial forecast, populated a comprehensive data room, and assisted senior executives in strategic analysis and deal evaluation. The result was more reliable financial reporting, improved financial visibility, and a successful exit with a well-aligned strategic partner.

SaaS / Transportation

Case Study: Quicken Steel

Positioned company for exit, analyzed & negotiated opportunities for a successful sale

Quicken Steel, a steel building component manufacturing company based in Clayton, GA, saw several years of exceptional growth. The owner was ready to prepare the company for a strategic exit, and knew the help of an external expert could help generate optimal opportunities and offers. Preferred CFO helped improve processes and prepared and presented financial reports to potential buyers. With five interested parties, Preferred CFO helped analyze and negotiate terms, culminating in a strategic sale.


Case Study: Vincere

2.5X growth over 2 years culminating in a strategic sale

With multiple entities across the globe, Vincere sought fractional CFO services from Preferred CFO to assist in consolidation, forecasting, SaaS metrics, and budget to actual review.

Preferred CFO helped clean and consolidate accounting, provided forecasting, developed a strategic SaaS financial reporting package, and provided strategic leadership, supporting the company as they saw 2.5X growth over a 2-year period, eventually helping to facilitate a strategic sale.

SaaS / Recruitment

Case Study: Nepris, Inc.

20X Revenue Growth & a successful sell-side acquisition

​Nepris, Inc. sought fractional CFO services from Preferred CFO in the early stages of their revenue growth. Their goal was to set high financial standards early to keep the company’s finance strategies clean, complete, and optimized so they could continually maintain an athletic position to be able to take advantage of opportunities as they came.

Preferred CFO performs finance and accounting functions of CFO, controller, and bookkeeper, and supported Nepris, Inc. through revenue growth of over 20X a successful sell-side acquisition.

SaaS / Education