About Us
Firm Financial Partners is the team of specialists you seek for professional confidentiality and unparalleled precision. We provide fractional CFO services and craft strategic executive incentive compensation plans for single family and multi-family offices and private equity firms.
For more than 20 years, the Firm Financial team has helped privately-held companies establish greater wealth. Occasionally, transactions we work on are publicly disclosed. For example, our team was involved in many financial aspects, including executive compensation, of the sale of a mature company for $274 million in 2014; as well as a $67 billion initial public offering in 2021.
Executive Incentive Compensation
At Firm Financial Partners, we design programs and work with your attorneys to draft plan documents that ensure Owners’ and Executives’ incentives are aligned. We know this detailed work inside and out. The Firm Financial team has crafted multiple successful plans, managed millions of dollars in investments, and has decades of experience to handle the many nuances associated with:
Fractional CFO
Firm Financial Partners provides high-level finance leadership, financial due diligence, and accounting. We help individuals and companies make informed decisions about business performance evaluation, strategies for safeguarding assets, partnerships, and tax compliance. This includes:
Multi-Family Office
Firm Financial assists with complex financial needs for high net worth individuals through personalized, confidential services. From ensuring the corporate veil is maintained between affiliated entities, to essential bookkeeping, to maximizing cash flow and professionally safeguarding assets, Firm Financial is experienced in full cycle financial services:
Our Team
When the stakes are high – expertise counts.
Our Core Values
Click below to view the community organizations we support.
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