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FIRM FINANCIAL PARTNERS

When every decision matters – the stakes are high –reputations are on the line –

expertise counts.

FIRM FINANCIAL PARTNERS

When the stakes are high – expertise counts.

Contact FFP Client Login

About Us

Sophisticated details require financial specialists.

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.

Our Team

Our Services

Executive Incentive Compensation

Plan to protect owners and incentivize executives.

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:

Vesting

Phantom/actual equity

Aggregation

Tax implications

Termination

Fractional CFO

Count on high standards.

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:

Cash flow management

Forecasts, budgeting, modeling

Financing strategies

Managing relationships with lenders

Administrative support

Multi-Family Office

Maximize cash flow and protect assets.

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:

Purchase and sale of businesses

Manage relationships with co-investors

Accounting

Financial reporting

Entity organization, structuring

Our Team

Your team of trusted experts.

When the stakes are high – expertise counts.

Contact Us

John O’Connor

President

Full Bio

Holly Cook

Chief Human Resource Officer

Full Bio

Peyton Evertsen

Financial Analyst

Full Bio

Peggy Jo (PJ) Hames

Controller

Full Bio

Mary Herring

Executive Assistant

Full Bio

Jana Keeler

Staff Accountant

Full Bio

Kelly Kennedy

Manager, Multifamily Office

Full Bio

Sydney McCall

Web Developer & Graphic Designer

Full Bio

Erin O’Connor

Risk Management & AP Compliance

Full Bio

Sherri O’Connor

Senior Accountant

Full Bio

Daniel Palladino

Director of Finance

Full Bio

Elizabeth Steele

Controller

Full Bio

Our Core Values

Clients entrust us with their reputation; we take that very seriously.

Trust

Establish high standards and
impeccable ethics.

Humble Excellence

Professionally and diligently
provide results.

Confidentiality

Honor clients’ privacy.

Click below to view the community organizations we support.

Organizations We Support

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Contact Firm Financial Partners Inc.

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