CenterPoint CFO - A Quest Company

A Quest company, CenterPoint CFO provides part-time CFO Services to small and medium-sized businesses.

Simply stated, we provide Knowledge and Guidance to optimize Value.

Why use a Fractional CFO?

Employing a CFO is standard in larger companies, however most small to medium-sized businesses cannot afford, nor do they need, a full time CFO. A fractional CFO is the perfect solution for companies that need a senior finance executive, at a significantly lower cost, allowing the business owners to focus their time and efforts on what they do best – managing and growing their business.​

CenterPoint Specializes in:

Accounting and Finance Services

Fractional CFO + Controller Value

Strategic, Financial Organizational + Operational Consulting

Cash Flow Management Debt/Capital Sourcing

Value Focus, Exit Strategy M+A Support

Knowledge, Guidance, Value

We serve as your company’s financial leader (CFO) and key business partner.

Designed specifically to achieve your goals and objectives, our services can be customized to include:

  1. Oversight and development of the financial function (personnel, processes, accuracy, timeliness, best practices)
  2. Cash flow planning and working capital management, including interactive forecasting, monitoring and treasury optimization.
  3. Capital structure design and implementation, to include identification of type and amount of capital components (debt or equity) and related terms and conditions.
  4. Business planning through interactive financial modeling
  5. Overall financial plan, including integration with company’s strategic and operational roadmap.
  6. Financial and operational improvements
  7. Performance metric identification, implementation and reporting (value drivers)
  8. Exit planning, strategy and preparation, including oversight of appropriate valuation processes.
  9. Transactional due diligence support (acquisitions, divestitures, exit, operating agreements, etc. from a financial perspective

CenterPoint CFO

Our partnership facilitates the planning and completion of securities deals. Our clients can proceed with confidence, as all securities transactions are processed through Waypoint Private Capital’s wholly owned broker-dealer.

Why CenterPoint CFO?

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Trusted Guidance & Service

The firm offers proven processes and extensive experience in M & A, Financing, and Financial Operations, placing the utmost importance on strong business ethics and integrity in everything they do.


Established Capital Relationships

Waypoint brings a history of successfully raising capital, offering deep market insight and access to established relationships across all classifications of capital providers, including venture capital investors, banks, and institutional private equity.

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Transactional Expertise

Their highly credentialed team has advised on more than $1B in deals and transactions to date.

It’s never too early to begin working with a strategic business advisor

Wherever you are in your business life cycle, discover how Quest can help you reach your goals and prepare for what’s next.