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Get in Touch

Contact Details

Address​

77 Sugar Creek Center Blvd Ste 600 Sugar Land, TX 77478

Phone Numbers​

+1 281-372-9997

Email

Kresnier@MaxAccounting.org

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Let's Scale Your Business Together

Ready to break through growth plateaus and achieve your strategic goals through expert CFO services? Whether you're looking for fractional CFO leadership, capital raising support, or complete M&A advisory, we're here to help your business reach its full potential.

Address

77 Sugar Creek Center Blvd
Ste 600
Sugar Land, TX 77478

Phone

+1 281-372-9997

Monday-Friday
9:00 AM - 6:00 PM CST

Email

Kresnier.perez@gmail.com

Office Hours:
Monday-Friday, 9:00 AM - 6:00 PM CST

Get Started Today

The first step is simple: reach out to discuss your current growth challenges and strategic objectives. We'll analyze your business, review your financials, and recommend the perfect CFO solution to help you achieve your goals.

What Happens Next

01

Discovery Call

We'll discuss your business, growth goals, and strategic challenges

02

Financial Assessment

We'll evaluate your current financial position and identify opportunities

03

Custom Strategy

We'll design a tailored CFO solution for your business

04

Quick Launch

Get started with our $500 financial assessment and see strategic recommendations in one week

Why Contact Us

Specialized expertise in scaling growth-stage businesses

Proven track record with 25-40% profit margin improvements

Transparent pricing with no hidden fees

Results-driven approach with strategic CFO guidance

Flexible engagement models

Dedicated senior-level support

Service Areas

While we're based in Sugar Land, Texas, we serve growth-focused businesses nationwide. Our fractional CFO services and M&A advisory work for any industry, and we have experience helping businesses from coast to coast scale successfully and achieve optimal exits.

Frequently Asked Questions

How quickly will I see results from CFO services?
Strategic improvements begin immediately with cash flow optimization and margin analysis. Measurable impact on profitability typically appears within 3-6 months. Capital raising and exit preparation take 6-24 months depending on complexity.
What's the minimum commitment?
Fractional CFO services are typically 6-12 month engagements to allow sufficient time for strategic impact. M&A advisory engagements are project-based. Start with our $500 financial assessment risk-free.
Do you work with specific industries?
We work across industries but specialize in service businesses, SaaS companies, manufacturing, distribution, and professional services doing $5M-$50M annually.
What size businesses do you work with?
We work with growth-stage businesses from $5M to $50M+ in revenue. Our sweet spot is companies ready to scale from $5M to $20M or preparing for eventual exit.
Can I customize my CFO package?
Absolutely! Every business has unique needs. We'll tailor our services to match your specific strategic goals, whether that's aggressive growth, operational efficiency, or exit preparation.
What makes your CFO services different?
We focus exclusively on growth strategy and value creation, not just accounting compliance. We understand capital markets, M&A transactions, and what it takes to build businesses that attract investors and buyers.
Do you handle day-to-day accounting?
Our CFO + Complete Accounting package ($8,500/month) includes full bookkeeping, payroll, and accounting operations plus strategic CFO guidance. Fractional CFO services alone focus purely on strategy.
What kind of results can I expect?
Our clients typically see 25-40% profit margin improvements, successful capital raises of $1M-$10M, revenue scaling from $5M to $50M+, and exit transactions at 6-8x EBITDA multiples.
Do you help with capital raising?
Yes! Our Growth Capital Advisory service ($15,000-$50,000 retainer + success fee) helps businesses raise $1M-$10M from investors, including pitch deck development, investor introductions, and negotiation support.
How does M&A advisory work?
We provide both buy-side advisory (helping you acquire companies) and sell-side advisory (helping you sell your business). Services include valuation, buyer/seller identification, deal structuring, due diligence, and negotiation support.
Can you help prepare my business for sale?
Yes! Our Exit Planning & Readiness service ($15,000-$35,000) includes business valuation, exit readiness assessment, value enhancement roadmap, and strategic preparation to maximize your eventual sale price.
What's your M&A success fee structure?
Sell-side advisory typically includes $50,000-$100,000 retainer plus 3-8% of transaction value. Buy-side advisory includes $25,000-$50,000 retainer plus 1-3% of transaction value. All fees are negotiable based on deal size.
How do you track performance?
We provide monthly KPI dashboards, financial forecasts, board presentations, and strategic reports. You'll have complete visibility into financial performance and progress toward your strategic goals.
Do you attend board meetings?
Yes! Our Board Advisory Services ($7,500/month) include quarterly board meeting attendance, strategic planning facilitation, and ongoing board-level financial guidance.
What if I need a complete financial overhaul?
Our Financial Transformation Package ($25,000 one-time + $8,500/month ongoing) provides complete system rebuild including accounting infrastructure, reporting standardization, KPI development, and ongoing CFO services.

Ready to Achieve Your Growth Goals?

Don't let another quarter go by without strategic financial leadership. Fill out the form below or call us directly at +1 281-372-9997 to schedule your free financial assessment.

Let's build a financial strategy that turns your business into a valuable, scalable, and potentially sellable asset through proven CFO expertise and M&A advisory.

Call Now: +1 281-372-9997