THE 2026 FRACTIONAL CFO GROWTH & AI STUDY™
Help Us Understand What’s Actually Driving Growth Inside Fractional CFO Firms
We’re speaking directly with Fractional CFO firm leaders to understand
how firms are acquiring clients, scaling expertise, building more
predictable revenue, and applying AI in practical ways.
If you’re building or leading a Fractional CFO practice,
we’d value your perspective.
20 minutes • No preparation • No sales presentation
Who We’re Looking For
We’re particularly interested in speaking with:
- Fractional CFO firm founders
- Owners and partners
- Principals
- Fractional CFO practice leaders
- Leaders of outsourced or virtual CFO firms
Both boutique practices and larger Fractional CFO organizations
are welcome.
What We’re Researching
Client Acquisition
Where are firms actually finding clients—and what makes
pipeline predictable or unpredictable?
Growth & Scale
What prevents good Fractional CFO firms from growing,
and where does founder dependence become a constraint?
Expertise & Intellectual Capital
How are firms capturing and scaling valuable expertise
that currently lives inside their people?
Practical AI
Where is AI creating meaningful business value inside
Fractional CFO firms—and where is it mostly hype?
What Happens When You Participate?
1. Tell Us About Your Firm
Complete the short form below so we can understand
your role and business.
2. Choose a Convenient Time
After submitting the form, you’ll be able to choose
a convenient time for the conversation.
3. Join a 20-Minute Research Conversation
We’ll discuss your firm’s growth, client acquisition,
expertise, business model, and practical use of AI.
4. Receive the Findings
Participants will have the opportunity to receive
aggregated findings when the research is published.
This Is Research. Not a Disguised Sales Call.
You won’t sit through a product presentation.
We’re interested in your experience—not in steering
the conversation toward a predetermined conclusion.
There are no right answers.
We want to understand what you’re actually seeing
inside the industry.
Research the problem before building the solution.
Help Build a Clearer Picture of the Industry
Every conversation adds another piece to the picture.
As the research develops, we’ll look for patterns around:
- Client acquisition
- Pipeline predictability
- Growth constraints
- Expertise leverage
- Business model evolution
- Practical AI adoption
Participants will have the opportunity to receive
the aggregated findings.
CONTRIBUTE TO THE RESEARCH
Tell Us a Little About You and Your Firm
Complete the short form below to participate in the
2026 Fractional CFO Growth & AI Study™.
It should take less than two minutes.
[FIRST NAME FIELD]
[LAST NAME FIELD]
[EMAIL FIELD]
We’ll use this to communicate with you about the research.
[FIRM NAME FIELD]
[WEBSITE FIELD]
[ROLE DROPDOWN]
[FIRM TYPE DROPDOWN]
[TEAM SIZE DROPDOWN]
[ACTIVE CLIENTS DROPDOWN]
[LARGE TEXT FIELD]
Optional
[CONSENT CHECKBOX]
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and related research findings.
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for more information.
[SUBMIT BUTTON: Continue to Schedule →]
20-minute research conversation • No preparation •
No sales presentation
Your Experience Is Part of the Data.
We’re trying to build a clearer picture of what’s
actually happening inside Fractional CFO firms.
Your experience can help.