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At Personal CFO Network, we take a personalized approach to consulting. We work closely with each entrepreneur and their families to understand their unique challenges and goals, and we develop customized solutions that meet their specific needs personally, professionally and financially.
Personal CFO Network has experience working with entrepreneurs in a range of industries, including, accounting, finance, insurance, coaching, technology, government contracting among others.
Personal CFO Network offers a range of consulting services on a limited engagement basis, including strategic planning, tax planning, exit planning, business succession planning, family and estate legacy planning, executive retention planning, value growth planning. Upon successful completion of a limited engagements that exceeds your expectation we offer ongoing Family Office Partnerships for entreprenuers with a net worth that exceeds $30M and Personal CFO Partnerships for entrepreneurs below $30M net worth.
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