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 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 clients come from and what makes pipeline predictable.

Growth & Scale

What prevents good firms from growing and where founder
dependence becomes a constraint.

Expertise & Intellectual Capital

How firms capture, package, and scale the expertise
that currently lives inside their people.

Practical AI

Where AI is creating meaningful business value—and where
it isn’t.

What Happens If 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

If your firm fits the research, you’ll be able to select
a convenient time for the conversation.

3. Join a 20-Minute Research Conversation

We’ll ask about your firm’s growth, client acquisition,
expertise, business model, and 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.

Research the problem before building the solution.

Contribute to the Research

Complete the short form below to participate.