Enterprise Plan · $1,500–$2,500/mo
Full-Scope CFO Services for Complex, High-Growth Businesses
For businesses generating $3M–$12M annually. Capital strategy, M&A advisory, board-level reporting, and a dedicated advisor team.
Full-Scope Engagement
The Complexity of a $10M Business Demands More
At this level, you need more than oversight — you need a strategic partner embedded in your business. The Enterprise plan provides a dedicated advisor team, custom engagement scope, and the full breadth of APX's network and capabilities.
- Everything included in the Growth plan
- Dedicated advisor team assigned to your account
- Capital raise strategy and investor preparation
- Mergers & acquisitions advisory support
- Board-level financial reporting and presentations
- Custom KPI framework and executive dashboards
- Multi-entity and holding company structuring
- Commercial real estate acquisition support
- Employee benefits and retirement plan design
- Custom engagement scope — tailored to your needs
Custom Engagement
Built Around Your Business
No two Enterprise engagements are the same. We begin with a comprehensive business assessment and build a custom advisory scope that addresses your specific challenges, opportunities, and goals.
Let's Talk About Your Business
Enterprise engagements begin with a complimentary business assessment. No commitment required.
No setup fees. Your first month free — a $1,000–$2,500 value, based on selected service level.