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Us in Numbers
$55M+
Client's Total Funding Rounds Over The Years
20+
Media Recognitions + Mentions
125
Partners in all the States
30+
Years of Combined Experience
About Us
Strategic Financial Leadership Without Full-Time Overhead.
Managing your business finances shouldn’t feel like a guessing game. At Into the Next, our Fractional CFO services give you the expertise of a seasoned Chief Financial Officer without the full-time cost. Whether you need strategic guidance, improved cash flow management, or financial clarity, we’re here to help you achieve your business goals.
Do you need a financial partner with M&A experience as you continue growing?
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Is your business ready to expand but missing the financial systems and leadership?
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Does your business need cash flow management, financial forecasting and strategic advice?
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Scale with Profitability
With over 30 years of combined industry experience, our team is equipped to navigate complex scenarios and deliver measurable results.
Reach your Fundraising Milestones
We pioneer each fundraisng round with you and your teams. From settingthe right milestones, KPIs, track success, improvements to help you reach your next valuation.
Elevate Business Value
At Into The Next we provide comprehensive long-term support not just transactional advice. From strategic planning to successful exits, we have a track record of helpingbusinesses achieve siginificant growth and value creation.
Prepare for a Strategic Exit
Unlike traditional consulting firms that provide expensive, theoretical strategies, Into the Next partners with growing businesses to execute value-driven transformations that lead to tangible financial outcomes.
What we do
Why having a fractional CFO matters
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A Fractional CFO provides high-level financial expertise on a part-time or project basis, helping businesses navigate complex financial challenges, scale effectively, and achieve long-term goals.
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Cost-Effective Expertise: Gain access to CFO-level insights at a fraction of the cost of a full-time hire.
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Scalable Support: Flexible solutions tailored to the evolving needs of your business
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Immediate Impact: Rapidly improve financial processes and decision-making.
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Focus on Growth: Free up your time to focus on what you do best—running your business.
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Financial Systems: Implementing financial processes and systems to help you scale more efficiently.
Financial Strategy Development: EBITDA Analysis and Margin Improvement
Aligning financial goals with your business strategy.
Crafting actionable roadmaps for growth and profitability.
Cash Flow Management Forecasting and Scenario Modeling
Monitoring and optimizing cash flow to ensure financial stability.
Developing strategies to address cash flow gaps.
KPI Development and Financial Performance Dashboards
Identifying key performance indicators to measure business health.
Providing actionable insights to improve profitability.
Funding and Investment Support: CAP Table and Equity Planning
Preparing for fundraising, loans, or investor pitches.
Developing financial models to attract investors.
M&A/Exit Prep
Sell Side due diligence preparation.
Buy-side support
Transaction-readiness assessment.
Data room setup and document prep.
Strategic value driver analysis
Financial recasting.
Budgeting and Forecasting: Budgt versus Variance Reporting
Creating detailed budgets and accurate financial forecasts.
Helping you plan for both short-term and long-term success.
GAAP Compliant Financials
Creating detailed budgets and accurate financial forecasts.
Helping you plan for both short-term and long-term success.
Into The Next Phase with a
Fractional CFO
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Small to medium-sized businesses experiencing rapid growth.
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Startups seeking investor readiness or improved financial processes.
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Business owners needing strategic financial guidance without a full time-CFO.
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Companies are preparing for an exit or transition. PEs and M&As are looking for financial and operational support.
Fractional CFO Packages Starting at $5,500/month
All engagements are customized to your business size, goals, and internal resources. We'll scope the right level of support during your discovery call.
Packages
Starting at $5,500/month
For growing businesses building financial visibility and discipline.
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Monthly financial strategy session
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Budgeting & forecasting support
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Cash flow monitoring
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Core KPI setup and review
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Basic financial dashboard
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Email/slack support
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Oversight of bookkeeper/accounting team
The Architect
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Starting at $7,500/month
For scaling companies needing tighter financial control and better decision-making tools.
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Biweekly strategy calls
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Custom KPI dashboard & automation
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Department-level budget support
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Scenario planning & burn rate modeling
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Reporting for investors or leadership
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Profitability & margin analysis
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Hiring support for finance roles
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Direct accountant/controller coordination
The Strategist
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Starting at $10,000/month
For mature SMBs preparing for investment, exit, or operational scale.
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Weekly CFO advisory calls
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Cash flow modeling & rolling forecasts
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GAAP or accrual oversight
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Board/investor reporting packages
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Financial due diligence prep
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Recasting EBITDA & value driver analysis
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M&A or fundraising collaboration
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Support for capital strategy & debt structuring
The Finisher
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Learn how we created a debt strategy repositioning for growth by lowering down APR, improving balance sheet position
What is pricing?
Pricing depends heavily on the scope of work that is required for your particular business. We can take equity compensation, and we work on a monthly retainer. Our monthly retainer is fixed because we want to avoid any cash flow surprises as we help you to scale lean.
Who do you work with?
We work with venture funded startups, small to medium businesses making over $1M in revenue that are scaling, and businesses making over $5m in EBITDA that are thinking in selling. We also support VC and PE portfolio businesses.
Who will be working with me?
A team member is assigned to your account, either a C Suite executive such as a CFO or COO. Depending on the scope of work you will also be assigned with financial analyst, and additional team members. All under the same retainer.
How long do I need to work with you?
This depends entirely on the scope of work, your current business condition and where we are trying to go. Our goal is to get you to the desired outcome. We only require 6 months and after that we are month to month. However clients have stayed with us for years as we provide quality support as they scale.
