Dallas-Fort Worth is the fastest-growing major metro in the United States — a business-friendly environment attracting corporate relocations, PE investment, and entrepreneurial talent from across the country. Apex brings CFO-level financial leadership to the companies driving Texas' growth.
The Dallas-Fort Worth Metroplex has become one of the most important business markets in the country. Corporate headquarters, PE-backed roll-ups, and high-growth startups are all calling DFW home — drawn by Texas's tax environment, talent pool, and business-friendly culture.
Apex Fractional CFO serves Dallas, Fort Worth, Plano, Frisco, Irving, and the broader DFW Metroplex. We work with founders and operators at companies doing $1M to $50M in revenue who need CFO-level financial leadership without the full-time overhead.
With experience in manufacturing, energy, construction, and PE-backed businesses — all core to the Texas economy — we bring relevant, practical financial expertise to every engagement.
"Most clients come to us with unclear margins, inconsistent cash flow, or no financial strategy. That’s exactly where we help."
Senior financial leadership embedded in your team — without the full-time cost. We own your finance function and drive decisions that move your business forward.
Financial models, rolling forecasts, and KPI dashboards that give you clarity and confidence in every major decision.
Buy-side and sell-side support — due diligence, deal structuring, valuation, and post-merger integration.
Clean, accurate books managed by professionals who understand how your numbers connect to your strategy.
Investor-grade financials, pitch deck support, data room preparation, and lender Q&A coaching — so you walk into a raise ready.
QofE reports covering EBITDA normalization, one-time items, revenue concentration, working capital peg, and accounting policy risk.
We identify, structure, and secure the right financing — bank debt, SBA loans, mezzanine, or equity — from lender selection through term sheet negotiation.
Frameworks to evaluate investments, prioritize growth, and manage working capital — so every dollar moves you toward your goals.
Texas's energy sector — from exploration and production to midstream, oilfield services, and energy tech.
DFW's strong manufacturing base — industrial, aerospace components, and consumer goods manufacturers.
Texas's ongoing construction boom — GCs, specialty contractors, developers, and commercial real estate operators.
Dallas's growing tech sector — SaaS companies, IT services firms, and digital agencies headquartered in the Metroplex.
One of the largest healthcare markets in the country — physician groups, health systems, and healthcare services companies.
DFW's central location makes it a logistics hub — distributors and supply chain companies need rigorous financial management.
Whether you’re preparing to raise, looking to sell, or simply need your finances under control — we work with Dallas businesses at every stage.
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