Fractional CFO – Leveraging an External Partnership to Take Your Business to the Next Level
of Financial Professionalism


Fractional CFO - Leveraging an External Partnership to Take Your Business to the Next Level of Financial Professionalism 

Many business owners find themselves struggling to keep up with maturing and evolving financial reporting needs, but aren’t quite ready to hire a full time, in house CFO. Fractional CFOs can bridge the gap between these stages, and help you run your company as professionally as possible to ensure you are exit ready whenever the time comes. Hear from two experts in this space and how their work can free you up to focus on the primary business needs, and accelerate its value in the process.


Learning Objectives:

  1. Understand the different roles a fractional CFO can play in your business, and the ways they can fill the gaps and help you reach the next stage of professionalism in your company’s financial management
  2. Learn how to know you are ready for a fractional CFO, how to spot the key indicators of need, and finally when you might be ready to transition to an in-house CFO on the other end.
  3. Hear from business owners directly who have gone through the process, what they wish they would have done and known earlier, how they leveraged the external partnership to grow their business, and how they look at the ROI of the investment.


About the Presenters:

Learn from industry experts, Kenneth Fischer, Founder KMF Consulting Services, and John Shumate, Founder and CEO Venture First.

Meet the Presenters


The EPI Greater Boston Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting

About the Presenters

Kenneth Fischer

Kenneth Fischer

Founder KMF Consulting Services


John Shumate

John Shumate

Founder and CEO Venture First