Discover how to supercharge your business with expert financial strategies on this episode of Metcalf Money Moment! Hosts Jeb, Ethan, and Eric welcome Brent Taylor from KC CFO Services, who shares game-changing insights on fractional CFO services. Learn how to delegate effectively, plan for business growth, and navigate business exits with confidence, all while optimizing your financial future. Whether you're a small business owner or scaling a larger company, this episode delivers practical advice to elevate your success.

IN THIS EPISODE:

• (04:15) The distinction between a fractional CFO and an accountant is clarified
• (08:30) Fractional CFO services help business owners delegate responsibilities and set business growth goals
• (13:01) Brent’s company serves various types of small, growing businesses of
• (15:15) The process of engaging a fractional CFO is outlined, involving discovery calls to assess challenges and opportunities
• (18:29) The synergy between a fractional CFO and the financial advisor, and helping clients with business exit strategies, and succession planning goals

KEY TAKEAWAYS:

• Fractional CFO services enable small and mid-sized businesses to access expert financial guidance without the expense of a full-time CFO, allowing owners to delegate tasks and focus on growth.
• Business growth is supported by strategic financial planning, where fractional CFOs look forward, unlike accountants who focus on historical data, aiding in financing, hiring, and expansion decisions.
• Succession planning and business exit strategies are crucial for business owners, with fractional CFOs playing a vital role in preparing for sales or transitions to maximize value and ensure long-term success.

RESOURCES:

Metcalf Partners - Website

Jeb Graham - LinkedIn

Ethan Hutchison - LinkedIn

Eric Wymore - LinkedIn

CFO Services in Kansas City

CFO Services - LinkedIn

DISCLAIMER:

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

GUEST BIOGRAPHY:

Brent Taylor is the founder and owner of KC CFO Services, LLC, a fractional CFO firm based in Kansas City. After spending 15 years working with large companies across various industries, he transitioned into entrepreneurship, leveraging his diverse financial experience to help growing small and mid-sized businesses navigate their journey. He holds a degree in Accounting and Finance from the University of Nebraska and is a Certified Public Accountant (CPA).

ABOUT THE HOSTS:

Jeb Graham:

Jeb is the CEO and Managing Partner at Metcalf Partners Wealth Management. Before founding Metcalf Partners, he was a financial advisor in Overland Park, Kansas. Active in the Kansas City community, Jeb serves on the Kansas City Chapter Board of the Entrepreneur Organization (EO). He holds a finance degree from Kansas...