What We Offer

Fractional CFO & CPO Services

Retainer and project-based engagements, individually or bundled, scaled to what your business needs right now — not a one-size-fits-all package.

Fractional CFO

Financial leadership, without the full-time cost

Ongoing senior financial leadership across three tiers, scaled to what your business needs right now.

Advisory

Up to 8 hrs / month

Monthly financial review, cash flow monitoring, email/phone access, banking support.

Engagement

Up to 15 hrs / month

Close oversight, lender covenant compliance, budget variance, deal review support.

Executive

Up to 25 hrs / month

Full CFO presence, team oversight, M&A support, board and investor reporting.

Project work also available: financial models, lender/SBA packages, acquisition due diligence, budget builds, and finance department assessments.
Fractional CPO

Procurement discipline, without the full-time hire

Strategic sourcing, supplier management, and spend optimization led by a dedicated procurement executive.

Advisory

Up to 8 hrs / month

Procurement guidance, vendor review, contract compliance monitoring.

Engagement

Up to 15 hrs / month

Sourcing strategy, supplier negotiation, contract management, spend optimization.

Executive

Up to 25 hrs / month

Full CPO presence, team leadership, enterprise sourcing, governance oversight.

Project work also available: procurement assessments, RFP/RFQ management, vendor negotiation support, and spend analysis. Particularly strong in healthcare, DME, infusion pharmacy, home health, software, and multi-site operations.
The Galleon Advantage

Finance + Procurement Bundles

Integrated engagements combining both disciplines under one firm — aligning your financial strategy and your spend decisions, at a meaningful discount versus purchasing CFO and CPO services separately.

Essentials Bundle

Advisory-level CFO + CPO support, combined under one engagement.

Growth Bundle

Engagement-level CFO + CPO support for scaling businesses.

Executive Bundle

Full executive-level presence across both disciplines.

Not sure which fits?

Every engagement starts with a conversation about where you are and what "done" looks like.

Schedule a Consultation