Vertices gives owners and leadership teams experienced c-suite business advisors (CEO, CFO, and COO) without the cost of full-time executive hires. Our Oklahoma advisory team helps you set direction, make stronger financial decisions, and build operations that can scale.
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C-suite business advisors are senior executives who work alongside a company's owner or leadership team on a fractional or project basis. They bring the strategic, financial, and operational judgment of a chief executive, chief financial officer, or chief operating officer, but only for the hours and scope your business needs.
For many companies between roughly $1 million and $25 million in revenue, a full-time executive team is not yet practical. C-suite consulting fills that gap. You get experienced leadership for planning, decision-making, and accountability while keeping overhead in line with where the business is today.
At Vertices, our c-suite consulting services are built by entrepreneurs, not just accountants. Our owners have operated more than two dozen businesses, so we understand the pressure of making payroll, managing growth, and planning a transition because we have been there ourselves.
Each advisory role focuses on a different part of the business. Many clients start with one role and add others as their needs change. Explore each service below.
Strategic vision, leadership development, and growth planning for founders and chief executives. Your CEO advisor helps you set priorities, align your leadership team, and prepare for succession, investment, or exit.
Strategic vision and direction
Leadership and team development
Transition and succession planning
Senior financial leadership on a part-time or retainer basis. A fractional CFO builds forecasts, manages cash flow, prepares you for lenders and investors, and tracks the KPIs that show where profit is made or lost.
Forecasting and budgeting
Cash flow and working capital
Capital raising and exit planning
Operational leadership that turns strategy into daily execution. Your COO advisor finds bottlenecks, clarifies roles and reporting lines, and builds systems and dashboards that can grow with the business.
Process optimization
Organizational structure and accountability
Scalable operating systems
Outsourced c-suite support is not a replacement for every executive hire. It is a way to get senior-level guidance at the stage when a full-time salary, benefits, and equity package would strain the business. Here is how the two options compare.
Vertices C-Suite Advisory
Engaged for the hours and scope you need
Can often begin in weeks, not after a long executive search
Experience drawn from many companies and industries
Scale up, scale down, or add roles as the business changes
Works alongside your accounting, tax, and reporting team
Traditional Approach
Full salary, benefits, and often equity
Recruiting can take several months
Experience usually built around one career path
Fixed cost whether or not the workload is steady
Best fit once the role needs permanent, daily ownership
Most companies reach out when growth starts to outpace their leadership structure. Common triggers include:
Revenue has plateaued and you need a clear, executable plan for the next stage of the business.
Too many decisions still run through one person, and the team needs structure to act on its own.
The business looks profitable on paper but cash is tight, and there is no reliable forecast to plan around.
Lenders and investors expect financial models, KPIs, and a credible plan before they commit.
Processes, systems, and roles that worked at a smaller size are now slowing the business down.
Succession, an acquisition, or a sale is on the horizon, and you want time to prepare.
Each engagement is shaped around your goals, but most follow a clear four-step path from assessment to ongoing accountability.
01
We review your financials, operations, leadership structure, and goals to understand where the business stands today and what is holding it back.
02
Together we set priorities and build a practical plan, which may include forecasts, KPIs, organizational changes, and growth or exit milestones.
03
Your c-suite advisors work with you and your team on implementation through regular meetings, reporting reviews, and decision support.
04
We track progress against the plan, adjust as conditions change, and help you decide when to add, change, or scale advisory roles.
Engagements often run on a monthly retainer. Strategic advisory work typically lasts at least three to six months so there is time to build and implement the plan, and project-based support is also available.
Our founders are entrepreneurs who have operated more than two dozen companies, so our advice is grounded in real operating experience.
Your c-suite business advisors work with the same team that handles your books and tax planning, so strategy is tied to current numbers.
Clients choose us for transparency and responsiveness, with dedicated contacts, regular check-ins, and straight answers.
Meet with your advisors in person at our Tulsa, Moore, and Edmond offices, or work with us remotely.
Our c-suite business advisors work with owner-led companies in industries where financial and operational complexity can slow growth, including oil and gas, construction, manufacturing, healthcare, real estate, restaurants, retail, and transportation. Because we also provide accounting, tax, and business valuation services, our advisors can connect strategic decisions to the details behind them.
Planning a sale or an acquisition? Our advisors also support owners who are selling a business or buying a business, and our financial analysis services help you see where the business stands before you decide. For general planning resources, the U.S. Small Business Administration business guide is a useful starting point.
A c-suite business advisor is an experienced executive who supports a company's leadership on a fractional or project basis, filling the role of a CEO, CFO, or COO advisor. They help with strategy, financial decisions, and operations without a full-time executive hire.
General consultants often deliver a report and step away. C-suite consulting places an experienced executive advisor alongside your leadership team over time, helping you make decisions, implement plans, and hold the team accountable for results.
Fractional executive services provide senior leadership for part of the week or month instead of a full-time role. A fractional CFO, CEO advisor, or COO works a defined number of hours or a set scope, which can make senior expertise more affordable for growing companies.
It depends on what is limiting growth. If direction and leadership alignment are unclear, start with CEO consulting. If cash flow, forecasting, or financing is the issue, start with a fractional CFO. If execution and processes are the bottleneck, start with COO consulting. We can help you decide during an initial consultation.
Outsourced c-suite support is often a good fit for companies with roughly $1 million to $25 million in annual revenue that need executive guidance but are not ready for a full-time leadership team. Larger companies also use fractional executives during transitions or special projects.
Many engagements run on a monthly retainer, and strategic advisory work often lasts at least three to six months so there is time to build and implement a plan. Project-based engagements, such as preparing for a capital raise or a sale, are also available. The scope of any engagement is defined in your engagement letter.
Yes. Our advisors can work alongside your current team, accountant, or outside advisors. Many clients also use Vertices for accounting, bookkeeping, and tax services so that strategy and financial reporting stay connected.
Vertices has offices in Tulsa, Moore, and Edmond, Oklahoma, and our c-suite advisors also work with clients remotely.
Whether you need a strategic partner for the CEO seat, a fractional CFO to strengthen financial decisions, or a COO advisor to improve operations, Vertices can help you build the leadership your business needs for its next stage.
Schedule a consultation to talk through your goals and find the right advisory fit.
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