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

Tim’s leadership has been nothing short of essential to our success. Taking the financial helm of a portfolio company amid a major restructuring, his insight and experience helped transform the business from a point of great uncertainty to profitability and growth.  Tasked with navigating large operational, customer, and employee complexities, along with multiple investor groups, he quickly uncovered and solved some of our most challenging problems in a high-pressure environment. Tim was the missing link we didn’t know we needed – greatly exceeding our expectations and expanding the definition of a strategic CFO. He will be our go-to partner in the future.

DJ King, Partner

Altitude Ventures

Partner

Alex has been a great resource and a pleasure to work with. She was diligent and meticulous. INDA benefited from a resource that provided regular backup to our existing staff as well as lead business processes and IT improvements in the finance area. Her level of effort was so appreciated, and I truly hope I have the opportunity to work with Alex in the future.

Anthony (Tony) Fragnito, CPA, Chief Operating Officer

INDA

CPA, Chief Operating Officer

We hired Kim right before we switched from QuickBooks online to NetSuite. With her guidance, we were able to make the right decisions and setup NetSuite in the most efficient way. In addition, she implemented a closing process for our accounting team, which enables us to get financials ready in a timely manner. We love her honest feedback and suggestions to make our accounting team more efficient. She understands our business!

 

iris bowman

Iris Bowman, Vice President of Operations

Celito.net

Vice President of Operations

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

Kathy’s role as our fractional Controller was instrumental during a critical transition period for our CFO. Her adeptness in grasping the nuances of our organization dedicated to early childhood development was remarkable. Not only did she ensure a seamless operational flow, but her strategic insights and recommendations were invaluable, particularly because they came from an objective, external viewpoint. Yet, despite being an outsider, Kathy assimilated effortlessly into our team, becoming an indispensable asset throughout her four-and-a-half-month engagement.

Amy Cubbage, President

The North Carolina Partnership for Children

President

We have found a valuable asset to add to our team, our Rankin McKenzie Partner. Like many businesses, our financial situation is unique to our business. He jumped right in to learn how our business operates to get a full understanding of our current financial picture and future financial needs. Our Partner has assisted with cash flow forecasting to ease the challenges that come with a seasonal business. He’s been instrumental in assisting with new software integration and restructuring our chart of accounts to easily pull financial data. Gaining access to this data is a game changer for our business. Our RM Partner is personable, genuine, honest, and works hard to make himself available to us. I’ve learned so much from him in the short time that he’s been working with us.  I’m excited to continue working with him to better the business.

Dustin Keipper, Director of Operations

Mary Mack's, Inc

Director of Operations

We had zero doubt when we met with Justin the first time that he was the right person to help out, but what we didn’t know was just how big of an impact he was going to have.

Justin has been a huge help in getting a big mess fixed. When Justin got here, we thought we were pretty good on our accounting side and just needed him to help prepare for a SBA loan. However, after a few days of him being here, we realized there was so much that we had not done: organizing our sales, fixing pay plans, correcting taxes, and helping us for growth. Saying that Justin just came in here to help with accounting would be an understatement. After guidance from Justin on the structure of the company, I feel extremely confident knowing that moving forward we are much more prepared for growth and how to retain more of the income.

He’s always there even when he’s not at the office to help with a question or a problem; he’s gone way above and beyond what we expected. We really feel like he’s part of the company and not just some accounting nerd who comes in to crunch numbers. I would highly recommend Justin.

ryan fuller

Ryan Fuller, President

Direct Marketing Group

President

What a tremendous asset our Rankin McKenzie Partner has been to our firm. Our consulting engineering firm is over 46 years old but had never had a true financial professional on staff and so the fractional CFO fit our needs perfectly. Our Partner spent a great deal of time and effort in the beginning to understand every aspect of our business, not just the financial data. His goal was clearly to make sure his input was customized to our firm. With this background, he helped us create metrics and KPIs to understand both what our current financial health was and what trends in the data showed us about the future. This is information we never had before, and it has helped us reinforce our culture of personal responsibility and accountability. With his help and guidance, we have been able to grow our firm’s revenue by more than 35% over the last two years with significant increases in profitability, and we have increased our staff by 20%, all during a global pandemic! We now exceed the top performers in our industry in almost every measurable financial metric.

Dave Mykins, P.E., President

Lynch Mykins Structural Engineers, PC

P.E., President

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

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

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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