Access the financial expertise your company needs to thrive.

Our trusted Fractional CFOs help companies solve problems, capitalize on opportunities, and build confidence in their financial health and future.

Reveal Financial
Challenges & Solutions

Gain Cost-Effective
Financial Leadership

Know Your
Finances Are Strong

Why 600+ Private Companies Have Chosen Rankin McKenzie

  • 30+ Partners, each with 15+ years of diverse experience
  • Rapid ramp up for faster time to value
  • Cost-effective alternative to FT hire
  • Flexible durations and in-person/remote availability
  • Quick access to experts at critical moments
  • Friendly, personable finance experts

Our Partners: The Rankin McKenzie Difference

Each year, Rankin McKenzie welcomes only a few select Partners.

We don’t rush our process because our clients’ success requires the best fractional CFOs, each with at least 15 years of relevant experience.

We don’t just look for financial geniuses; we select for personality and leadership skills, ensuring you look forward to collaborating with friendly, personable Partners.

It all adds up to satisfied clients and healthy private company finances.

Discover the right Partner for your business. Schedule a consultation now.

No Matter Your Financial Trajectory, We Can Help.

With a Rankin McKenzie fractional CFO, you gain access to experts who have successfully led private companies like yours through:
  • Financial Leadership / Advice
  • Strategic Financial Planning
  • Cashflow Optimizations
  • Admin Team Leadership
  • Regulatory Compliance
  • Reorganizations
  • CFO Turnover
  • Mergers & Acquisitions
  • Exits

Schedule a consultation now to meet the right fractional CFO for your business.

Financial Expertise When You Need It

Gain high-level financial leadership from seasoned CFOs whose experience empowers them to lead your:

  • Strategic Analysis & Planning
  • Investment & Capital Structure
  • Stakeholder Communication
  • Leadership & Decision-Making

Backfill a CFO vacancy or bring on a cost-effective interim expert with one of our trusted CFO Partners.

Schedule a consultation and we’ll pair you with the ideal Partner.

Our Clients Trust Us to Bring Results

Rankin McKenzie has served over 600 clients

Success Stories from Satisfied Clients

Martin played a pivotal role in Phononic’s recent transformation. As a member of the executive team, he led improvements in financial reporting, cost management, and operational efficiency, supporting our transition in business model from one-time hardware sales to integrated cooling solutions with recurring revenue for AI datacenters. His strategic insight and financial leadership directly contributed to our company’s strengthened financial health, cash management, and profitability.

Tony Atti, CEO

Phononic

CEO

I first worked with John for nearly 15 years at my previous company, SCYNEXIS. In fact, John was the first full time finance employee, grew to become the Director of Finance, and helped take the company public in 2014 on the NASDAQ.  Needless to say, it was a great experience for us all, and John was on the team that made it happen.

When I started a new company, Ribogenics, of course it made perfect sense for me to go back to John for Finance. He came the first day, and we were in business!

John is not only a great numbers guy; he also understands the Biotech ecosystem: investors both public and private, shareholders, partners, principal investigators, administrative support and scientists. He communicates easily with Board members and very quickly gained their trust.  John also communicates well with scientists that may not have all the financial and operational knowledge required to build and grow a Biotech company. He is also very responsive in the demands of the stakeholders and good at prioritizing his job.

In a matter of 6 months, we put in place a complete team with the facility and raised $7M as seed money.  I left the company at the end of 2021, but John stayed on to ensure that the evolution of Ribogenics was well managed.

Overall, when I have my next biotech project, I’m calling John!

Yves Ribeill, Former CEO

Ribogenics

Former CEO

While operating a company experiencing significant growth the past 2 years, we recognized the need for financial expertise to confirm and assist with our daily decisions. Rankin McKenzie has a fantastic reputation, and we felt lucky to have this resource available here in the Triangle market. Through our vetting process it became obvious that RM was a good fit. We appreciated the selection process used to determine which person would be assigned to our account and could not be happier having our Rankin McKenzie Partner as our fractional CFO. Our Partner adapted to our company culture quickly and is doing a great job managing and mentoring our staff. In the past few months, our Partner has provided us with solid insight as well as created financial tools and resources to help us make better business decisions. For any small business that is transitioning to a mid-size structure, I would highly recommend RM.

Fred Black, General Manager

USA Flooring NC

General Manager

Langdon & Company LLP has had the opportunity and pleasure of working with Alex Duhon on several mutual not-for-profit clients. Alex is diligent, hard-working and conscientious about her work product and about her commitment to the client. She always has the client’s best interest in mind. We have enjoyed getting to know Alex and always look forward to working with her.

Karen Stanley, CPA, Partner

Langdon & Company LLP

CPA, Partner

Firebird Sign Company was launched in 2024 as a startup signage business, backed by a veteran team—but we lacked a senior financial officer. After researching the value of a fractional CFO and receiving a glowing recommendation from one of Mike’s former clients, I reached out to Rankin McKenzie specifically with the hope of working with Mike.

The onboarding process exceeded expectations. Mike very attentively sought to understand our needs and ensured he could dedicate the right amount of time and attention. Since partnering with him, Mike has successfully led our QuickBooks Online implementation and played a critical role in launching and integrating our new ERP system.

Mike is a true coaching professional who brings out the best in those around him. He represents Firebird with professionalism and precision in interactions with our private equity sponsor and has been instrumental in our first-year success. His local network has also been a major asset—connecting us with tax partners and helping us explore line-of-credit opportunities with local banks.

Lee Dawson, President

Firebird Sign Company

President

All of us at Meryx liked working with Lynne. When I decided to retire, Lynne took over my position and did it seamlessly. After Meryx was purchased, Lynne was instrumental in helping do all the necessary accounting work for the merger and also continued on to make sure the new company had everything at their fingertips for a smooth transition. The things I like the most about Lynne is that she is very easy to work with and most importantly is very good at what she does professionally as a CPA. Lynne was a delight to work with. I would hire her again in a flash.

Claudia Black,

Meryx, Inc.

For over a decade, the consortium we were part of managed its finances internally. After bringing Todd on board, we realized there were missed opportunities we hadn’t noticed before. Thanks to Todd’s hands-on management, not only have we stopped losing money, but our returns have also improved significantly. It’s a huge relief knowing that someone with such diverse experience is handling things. Looking back, my only regret is that we didn’t make this change sooner.

Bernie Rosauer, President

Wisconsin Compensation Rating Bureau

President

I have had the opportunity to work closely with Kim, and she has been outstanding in every respect. She has an exceptional command of financial data and a deep understanding of performance, budgeting, and operational efficiency. Kim consistently analyzes complex information, identifies opportunities, and implements strategies that directly improve profitability.

Through her work, she has played a key role in transforming my companies into more profitable, well-run operations. She is detail-oriented, dependable, and highly strategic, while also being collaborative and easy to work with across teams.

Kim is someone I trust with critical financial and operational matters. Her persistence, insight, and commitment have made her an invaluable partner, and she is now a top priority in my business. I would confidently recommend her to any organization seeking a knowledgeable, driven, and results-oriented professional.

Andy Renfrow, President/CEO

The Renfrow Group

President/CEO

I cannot recommend Bethany Hong highly enough – she is highly-skilled, hard-working and good-natured.  Bethany really came through in a pinch for us when we were trying to clear some thorny 280G issues in a fast-moving acquisition for a start-up technology client that had never previously even prepared financial statements.  Bethany immediately gained the trust of the client and worked directly with him to resolve all the issues prior to closing.  We and, more importantly, our client are very grateful to Bethany for the great work she did to help us navigate the tricky 280G landscape in order to successfully conclude the pending acquisition on time.  We would welcome the opportunity to work with Bethany again in a heartbeat!

John Fogg

John Fogg, Attorney

Robinson Bradshaw

Attorney

Steve has headed our finance department for a better part of 5 years, guiding our company through our friends and family round, and then playing an instrumental role in our venture backed Series A financing and initial audit process. The structure that Steve created in our financial reporting made these events seamless. We look forward to our continued relationship with Steve as he guides us through our future growth to Series B and beyond. He’s also a fantastic team player and a pleasure to be around and work with. I would recommend him with the highest possible support, but I don’t want to share him!

Vijay Agarwal, CEO

Alpheus Medical

CEO

How It Works

3 Steps to Financial Clarity

2

Get matched with a trusted CFO to address your challenges and identify opportunities.

1

Schedule a consultation with a Managing Partner, identifying your needs and goals.

2

Get matched with a trusted CFO to address your challenges and identify opportunities.

3

Gain clarity and confidence in your company’s finances, unlocking growth potential.

Take the first step. Schedule a consultation with Managing Partner, Beth Mullaney.

About Rankin McKenzie

Rankin McKenzie is a trusted partner to private companies, providing quality, cost-effective CFOs across every industry.

Available on-site in the Triangle region of North Carolina or remotely otherwise, our Partners’ flexible commitment durations and part-time/interim availability gives you the right-sized access to financial leadership.

Whether you’re navigating an exit, an acquisition, a downturn, or the loss of a CFO, we’ve helped companies just like yours identify their challenges and execute solutions that bring real results and value.

If your private company could benefit from the high-level leadership of a CFO, set up a consultation with Beth Mullaney, Managing Partner, and meet the right Partner.

FAQs

Private companies’ unique needs require the specialized expertise of CFOs whose experience can turn any financial challenge or opportunity into an optimal outcome.

Rankin McKenzie’s experienced CFOs give private companies cost-effective access to top financial experts, helping them navigate exits, acquisitions, downturns, restructuring, or CFO churn with ease and confidence.

Having served over 600 clients, we know what it takes to bring stability and profitability to private companies, no matter their industry or current financial health.

Rankin McKenzie sets itself apart by operating as a cohesive team of full-time Partners rather than a loose network of independent consultants.

We prioritize matching CFOs to clients based on executive team dynamics, personalities, and company culture, not solely financial needs and experience. 

Lastly, the tenure of our Partners and the average length of our client engagements is unparalleled in the industry, reflecting our commitment to building lasting, effective partnerships.

Matching you with the right Rankin McKenzie partner begins by discussing your specific needs and goals, plus building an understanding of the personalities on your team.

Once we have an understanding of your requirements, we’ll introduce you to one of our trusted Partners whose experience and expertise are the ideal fit for your company, giving you access to a CFO on your terms.

Rankin McKenzie takes a measured approach to selecting and vetting partners. We discover many new Partners via referrals from existing Partners or actively recruiting top CFOs, each with a minimum of 15 years of experience.

We look for a career history of success, necessary certifications and education, plus conduct personality analyses to ensure they’re a pleasure to work with and have the necessary leadership skills.

Finally, each candidate is interviewed by our Managing Partners with only the top candidates joining us as Partners.

A cost-effective alternative to a full-time hire, as you receive a seasoned CFO for only the time you need.

Once we identify your needs, we’ll pair you with a Partner whose rate best matches your budget—and the skills that match your requirements.

To get pricing tailored to your needs, plus answers to your questions, schedule a consultation now.

Rankin McKenzie serves diverse clients across many industries. Traditionally, we’ve served clients in:

  1. Service Businesses
  2. Medical and Biotech
  3. Technology & SaaS
  4. AgTech
  5. Pharma & CRO
  6. Not for Profit
  7. Construction & Real Estate

However, thanks to the skills and experience of our 30+ Partners, we help private companies in any industry or vertical.

Not ready for a consultation—or need answers now?

Call us at (919) 380-1793.

Schedule Consultation

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