WE PARTNER WITH BUSINESSES LIKE YOURS
HOLDING SPACE FOR SERVICES I PROVIDE
We serve business owners scaling from $2 million to $100 million in revenue
Whether you've just begun searching for a business to acquire or you need help with strategic and financial decision making to grow your existing business -
We can help.
GUIDING PRINCIPLES
Bias Towards Action
Evidenced-based Decisions
What Gets Measured Gets Gone
Numbers Tell The Story
People Make the Story
BENEFITS
HOLDING SPACE FOR HOW FRACTIONAL CFO WILL IMPROVE YOUR RESULTS
Joe Jernigan, Founder & CEO
MY STORY
I spent more than 20 years in corporate finance, first at General Motors and then Lennox International before successfully running a self-funded search to acquire a business to own and operate.
I AM A NUMBERS GUY
I have a bachelor's degree in finance from Michigan State University, a Master's degrees in finance from Indiana University, and I am an adjunct professor of finance at Maryland University.
I have served as a CFO partnering with COOs and entrepreneurs like you. I have advised startups that were "pre-revenue", high-growth service companies with more than 500 technicians, and manufacturing facilities with more than $300 million in sales.
I AM AN ENTREPRENEUR
I've always been a business entrepreneur at heart.
While pursing my MBA at Kellogg I learned about ETA (Entrepreneurship Through Acquisition), and I decided I wanted to prove that I could run a small business.
This is why in 2022 I turned down a promotion and I left the "corporate world" to pursue my own self-funded search. This search resulted in the acquisition of an HVAC company that I have spent the last year growing alongside my business partner.
I AM YOUR BUSINESS PARTNER
I find great satisfaction in helping business leaders to create goals, to develop strategies aimed at achieving those goals, and then measuring KPIs to ensure we execute and reach the goals.
My team and I are ready to help you grow your business!
What Others are Saying
Galin Kozarov
Founder & CEO
Pixai
" My business has aggressive growth plans, but I don’t have the resources for a full-time CFO. With Joe, not only do I have someone who understands my business from a financial perspective, but I am able to consult with him on every important strategic decision I make. Whether it is incentive plans, or customer segmentation and pricing initiatives Joe is able translate my ideas into actionable recommendations. Joe has become an invaluable partner for me and my business "
Terry Johnston
EVP, COO [retired]
Lennox International
" Joe is an accomplished financial expert with very strong FP&A and technical accounting skills. More importantly, he has a much broader understanding of how businesses work from a General Management perspective, especially with how people impact the organization and the results. He has excellent interpersonal skills and relates well to people at all levels in the organization, which helps him deliver consistent results. "
Sergio Castillejos
Vice President, GM
Honeywell
" Joe is one of the best finance leaders that I’ve worked with. He uniquely blends “roll-up your sleeves” operational acumen with strategic finance capability ... Joe was a true partner with whom I could engage on our toughest business problems. He always brought clear, challenging, and creative perspective that helped build a “best-answer-wins” culture "
LETS TAKE YOUR BUSINESS TO THE NEXT LEVEL
Getting Started Is Simple
2
Set Strategic Priorities
We will do a deeper dive of your financials, we will review specific business processes, lay out short-term and long-term goals and develop a path to achieving those goals.
3
Execution & Follow-up
The most important step. Continued monitoring of results, course correction, and goal refinement. This step is the hardest, but we will be with you along the way.