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Fractional CFO Services for the SME Market

Crux CFO Advisors
Crux CFO Advisors Crux CFO Advisors | Logomark

What We Do

We optimize profits, cash flows and valuation with our ProfitMAX budgeting and planning solution. Our CFOs provide leadership tailored to your company’s operation and workflows with passion and care. Our CFOs bring decades of experience that will allow you to to make better financial decisions to take your company to the next level. Read more about our approach or contact us below.


Our ProfitMAX solution delivers robust budgeting and planning to optimize your cash flows and profitability. We work with your team to develop a monthly and annual budget and prepare monthly and year-to-date budget to actual financial statements and meet with your team regularly.

Exit Planning and M&A Advisory Services

We are transaction experts. Our CFO's have deep expertise in preparing your company for sale and facilitating the sale process. We are also acquisition experts with the skills and experience to drive an acquisition process.

Capital Formation Strategy/Fundraising

Our CFO's are experts in capital formation strategy and raising capital. We'll guide you through a process to determine your optimal capital structure and partner with you obtain the capital you need.

CFO Leadership

We provide leadership to your executive team and management oversight to your finance and accounting teams.

Who We Are

Crux CFO Advisors | Logomark

Sam Francis - Owner

As the Founder and CEO of Crux CFO Advisors, I provide outsourced CFO services to early stage and mid-market companies. I have completed nearly $1 billion in transactions during my career. I was the CFO at Blue Canyon Technologies during the $432 million sale to Raytheon Technologies and a $22 million Series B at Arkose Labs led by M12 Ventures (Microsoft). In addition to capital formation strategy I have a broad base of leadership skills that I bring to every engagement. Budgeting and forecasting, KPI's and other financial and operational metrics are key deliverables that allow teams to fine tune the performance of the business, detect problems early and allow teams to utilize data to run a metric driven business. My typical role is a long-term partner to CEO's and management teams in the same manner as a permanent CFO.

Experience has proven that many companies under $50M in revenue do not need a permanent CFO and benefit greatly from working with me to focus on their CFO needs.

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Crux CFO Advisors | Logomark

Brian Williams - Partner

Senior financial executive with emphasis on driving improved financial performance and owner/investor returns. Strong strategic orientation and excellent performance record in CFO, Senior Executive and Board roles with mid-size and early stage businesses through Fortune 100 global enterprises. 20+ years working with mid-size and early stage growth oriented companies. Strong background in all aspects of finance and administration (CPA), capital formation and fund raising, investor relations, acquisitions and divestitures, strategic planning and corporate development, international expansion, organizational scaling, manufacturing and broad operational management.

As a Partner with Crux CFO Advisors, I provide CFO consulting services to a variety of small and mid-size companies ranging from $5-$50M in revenues. I truly enjoy working founders/owners, executive teams, investors and board members to understand their financial performance objectives and deliver best-of-class professional services to support successful implementation and execution.

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How It Works

"Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat." ~ Sun Tzu

  1. We perform a historical financial analysis
  2. We work with your team to build a detailed financial model
  3. We meet with your team to roll-out the budget and lead the process to meet goals
  4. Your CFO will meet with you on a regular basis, review budget to actual performance and provide leadership
  5. Additional Support - Our service level commitment to you is that your CFO will be available to you for additional support throughout each month. You will have access to an online scheduling tool.

Contact Us

Together, we can grow to unimaginable heights. Let's reach for the top!


Contact Us

We are here to help. We are here to give you the piece of mind of knowing that you have a plan for your business's future. Please feel free to contact us with questions. We look forward to hearing from you.

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