Understand the advisory relationship before it begins.

Typical clients include founders, business owners, acquisition entrepreneurs, executives, family enterprises, and organizations facing important financial, growth, capital, ownership, or leadership decisions.

The work connects finance, strategy, capital, tax coordination, ownership, and leadership rather than treating each question in isolation. The exact scope depends on the engagement and applicable professional boundaries.

Not necessarily. Fractional CFO support may be appropriate when a company needs senior financial leadership but does not yet require, or is not ready to hire, a full-time executive.

Yes. A diagnostic, forecast, profitability analysis, capital-readiness project, acquisition evaluation, strategic session, or another defined project can be a practical starting point.

No. Fit depends on the need, information available, access to decision-makers, timing, complexity, expectations, conflicts, professional scope, and capacity to support the engagement responsibly.

Depending on scope, it may include cash-flow forecasting, budgeting, scenario planning, profitability analysis, KPIs, management reporting, operating cadence, capital readiness, and executive decision support.

ETA and acquisition advisory may support search criteria, financial analysis, deal modeling, diligence coordination, capital planning, transition planning, and post-close financial discipline. Legal, tax, quality-of-earnings, valuation, securities, and other specialist work must be completed by appropriately qualified professionals.

Capital advisory can support strategy, financial models, scenarios, lender or investor materials, and data-room readiness. No funding, approval, valuation, terms, or closing can be guaranteed, and regulated securities activity is outside scope unless handled by properly licensed professionals.

Tax services are provided through Avant Tax within the applicable scope. Strategic tax and wealth work may also coordinate with attorneys, investment advisers, insurance professionals, and other qualified specialists. Dr. Frixmon Michael is not acting as a CPA, attorney, registered investment adviser, or insurance producer.

It means helping organize information, priorities, meetings, decisions, and communication among the family, operating businesses, and outside advisers. It does not include custody, discretionary investment management, legal representation, audit, or guaranteed outcomes.

No. Leadership coaching focuses on executive decisions, communication, accountability, culture, founder transition, and succession. It is not psychotherapy, medical treatment, legal advice, or a guarantee of performance.

The initial conversation explores the business, current issue, desired outcome, urgency, available information, stakeholders, and whether the need fits the advisory scope.

Depending on the work, this may include financial statements, tax returns, forecasts, debt schedules, operating data, ownership information, transaction documents, organizational information, and existing adviser relationships.

Accepted engagements should be documented in writing, including scope, deliverables, timing, access, responsibilities, fees, exclusions, confidentiality terms, and any required specialist involvement.

Depending on fit, support may be monthly, annual, project-based, or in selected cases a cash-and-equity structure. Equity is never automatic and requires separate evaluation and written terms.

A focused project may have a defined completion point. Ongoing Fractional CFO, coordination, or coaching work may continue monthly or annually, subject to the written agreement and periodic review.

Yes. Coordination with internal finance staff, accountants, attorneys, bankers, investment advisers, insurance professionals, consultants, and other specialists can be valuable when responsibilities remain clear.

Confidentiality expectations and data-handling responsibilities should be stated in the engagement documents. Sensitive information should be shared through agreed and appropriate channels.

Fees depend on the scope, complexity, urgency, information quality, meeting cadence, deliverables, specialist coordination, and level of executive involvement. Terms are confirmed before work begins.

No. Business performance, financing, transaction outcomes, tax results, valuation, leadership outcomes, and investment results depend on many factors outside any adviser’s control.

Many advisory, coaching, and coordination engagements can be delivered remotely. On-site requirements, travel, and meeting formats are agreed according to the work.

Schedule an introductory conversation and share the decision, business context, timing, and desired outcome. If there is a fit, the next step is a defined written scope.