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FOR FRACTIONAL CFO FIRMS

The hardest part of sales

is creating new opportunities.


The second hardest

is winning them

Most founder-led fractional CFOs don’t have a system for either—
so growth stays inconsistent.

We help you create high-quality opportunities—
and turn them into revenue.

Referrals aren’t reliable

  • When they slow down, pipeline dries up

  • You’re always waiting for the next introduction

Pipeline you can control

  • Start conversations with the right buyers

  • A simple system to create real opportunities

Control the entire process

  • A clear, visible pipeline

  • A system to create and win opportunities

The real problem

You deliver great work. Clients trust you.

But new opportunities?

Unpredictable.

What that means

When you’re busy → pipeline disappears


When things slow down → growth stalls

Why this happens

Most firms rely on:​  

 

Inbound | Referrals | Content | Webinars

But none of it is predictable.

None of it is controllable.

Built with you—not for you

So you actually own the system

Better Opportunities


Not more leads—better opportunities.

Live in 1–2 weeks

No long setup. No complexity

Consistent opportunities

With the right companies

Predictable pipeline

More control, less guesswork

More time back

Focus on clients

A system you own

Built with you

What this actually looks like

You’re busy with clients.

Work is good.


Revenue is solid.

Then things slow down.

And you realize: nothing new is in the pipeline

So you:

  • reach back out to your network

  • follow up on old conversations

  • wait for something to come in

And eventually it does.

Then the cycle repeats.

Most fractional CFO firms operate this way.

You don’t need more leads.

You need:

  • better opportunities

  • more control

  • and a way to actually win them

$19.4M in Net-New Revenue Closed-Won Through Sales Opportunity Creation System


Each of these engagements involved founder-led selling in complex, trust-driven

environments  - before or alongside building a sales team.

🌎 Expanded U.S. Sales prior to acquistion

 

"John guided our team in building a U.S. sales presence that drove meaningful new revenue ahead of our acquisition.”​

Omer Tadjer,

CEO & Co-Founder

🏆 Pre-IPO Deal Closed

in Months

"John helped refine our sales story and deal strategy, resulting in a multi-year pre-IPO customer win worth hundreds of thousands of dollars, closed in just months.”

Rakesh Sharma,

Founder & CEO

🚪 Landed New Customers

"John advised on market entry strategy and outreach approach, helping our team open doors in a tough new market and land new customers.”

 Anton Dy Bunio,

Co-Founder & COO

🥇#1 Sales - USA Ranking

“John’s prospecting and sales campaigns helped make him the #1 new business salesperson in the U.S., while also improving overall sales development effectiveness.”

Dave Guercio,

SVP Sales

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