What Fractional CFOs Actually Look for in Employee Health Plans
“If my client trusts you, I’m willing to extend that trust until I have reason not to.”Kurtis Carman
At a glance
- Seat
- Fractional CFO
- Serves
- Businesses doing $10M to $60M
- Call Kurtis when
- Growth broke the systems, or a sale is near
Who Kurtis helps
“There’s kind of two main areas that I work with the most. Businesses who are in growth mode and they’re trying to figure out how to scale in a way that works. A lot of times I’m walking into a place who has grown significantly and they weren’t prepared and they didn’t scale appropriately.”
Lines from the table
- “It’s never a fun conversation lately. Every time renewals come around, it’s a 10 to 15, sometimes more, percent increase.”
- “I deliver the bad news as if it’s kind of my decision to take some heat off of them.”
- “I know enough about it that I can be comfortable with what I don’t know.”