Fractional CFO Services

“Investors don’t just invest in your vision—they invest in your numbers.”

If you’re planning to raise capital—whether through a bank, private investor, or partner buy-in—your business needs more than potential. It needs proof. And that proof comes from your financials.
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At Egort & Partners, we help law firms and healthcare practices prepare for funding with financial clarity, clean reporting, and a solid growth story. Because when your numbers are strong, your confidence is too.

Why Financial Readiness Matters

Many businesses have great ideas, strong teams, and growing client bases—but they’re not ready for investor scrutiny. Missing reports, outdated systems, or unclear cash flow can derail an otherwise strong pitch.

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Investors and lenders want answers to questions like:

• How profitable are you—really?
• Where is the business headed in the next 12–36 months?
• How will the funds be used—and what’s the expected return?
• What happens if revenue dips?

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We help you prepare those answers—with the financial documents and strategy to back them up.

What We Help You Prepare

Here’s what investment-readiness looks like with E&P:

• Clean, accurate financials (income statement, balance sheet, cash flow)
• 3-year financial projections with realistic, defensible assumptions
• Cash flow runway reports to show you’re not dependent on a single source
• Break-even analysis and cost structure breakdowns
• Industry-specific KPIs, such as billable hours or reimbursement cycles
• Strategic use-of-funds plan to explain how capital will be deployed

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We don’t just hand you spreadsheets—we coach you through presenting them.

Tailored for Law Firms and Healthcare Practices

Investment in these industries often comes with unique requirements. For example:

• Law firms may need to show stability in partner compensation, trust accounting, and collections.
• Healthcare providers may need to document procedure profitability, payor mix, and reimbursement timelines.

We speak the language of both worlds and know how to highlight what investors value most in each.

It’s About More Than Funding—It’s About Leverage

Financial preparation doesn’t just increase your chances of getting funded—it gives you leverage. When you know your numbers and your story aligns with them, you negotiate better deals, attract better partners, and maintain more control.
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Let’s get your business investment-ready—on your terms, with your goals at the center.