About

Our Vision

We believe the businesses people spend their lives building should become more than sources of income, they should become enduring legacies. Our vision is to help business owners move from uncertainty to possibility, transforming the value they have created into the freedom, security, and opportunities they envision for the future. Whether that future means building a larger company, creating generational wealth, transitioning to new leadership, or simply having the freedom to step away, we believe every owner deserves a clear path to what comes next.

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Our Value

‍ ‍We turn financial complexity into actionable strategy. We build the models, analyze the numbers, uncover opportunities, identify risks, and provide the financial leadership needed to make informed decisions. Whether preparing a business for growth, strengthening its financial foundation, or positioning it for a successful exit, we do the work that creates measurable value.

Your Victory.

Your victory is seeing the business you built reach its full potential. It is stronger financial performance, greater clarity, smarter decisions, and the freedom to pursue what comes next with confidence. From M&A to month-end, we are here to help you build, protect, and ultimately realize the value of what you have created.

A marble statue of Nike, the Greek goddess of victory, with large wings, located inside a building with stone walls and an arched ceiling.

Typical Client Profile

Who ProActive is built to serve

$5-50M

Average Yearly Revenue

Ownership:

Founder/Family Owned

Industries:

Experienced across 20+

$1-10M

Average EBITDA

Stage:

Established/Mature

25-100

Average Employee Count

Geography:

International

Transaction Profile

Realigning/Growing/Preparing for Transaction

Frequently Asked Questions

  • A Fractional CFO—also known as a Contract, Outsourced, or Temporary CFO—provides the financial expertise and strategic guidance businesses need without the cost of a full-time executive. At ProActive Strategies, our Fractional CFOs work alongside leadership teams to strengthen financial systems, optimize accounting and tax strategies, and provide the insight needed to make confident business decisions.

  • We offer a range of services designed to meet your needs—whether you just need help closing your books or closing your chapter with your company. Everything is tailored to help you move forward with clarity and confidence.

     

    M&A Services, CFO Services, Software Implementation, Fraud Prevention, “financial firefighting”

  • Getting started is simple. Reach out through our contact form or schedule a call—we’ll walk you through the next steps and answer any questions along the way.

  • Because our team is intentionally smaller, senior professionals remain directly involved in every engagement. We respond quickly, adapt to changing needs, and focus on delivering practical solutions rather than lengthy processes.

  • Collaborative, honest, and straightforward. We're here to guide the process, bring ideas to the table, and keep things moving.

  • Understanding your company’s value is one of the most important steps you can take—whether you’re considering a sale, preparing for the future, or simply want to know where you stand. ProActive Strategies can help you evaluate your business through the lens of financial performance, market conditions, industry trends, and the factors that drive buyer interest.

  • Yes, while we proudly provide Fractional CFO and M&A services in Jacksonville, Florida, we are no strangers to implementing, troubleshooting, and managing financial systems according to both GAAP and IFRS Accounting Standards.