TRUSTED C-SUITE ADVISORS OFFERING EXPERT FINANCIAL GUIDANCE & PERSONALIZED SOLUTIONS
Empowering Business Owners with cohesive Financial strategies
ARE YOU READY FOR WHAT's NEXT?Chart Your Path with Coveted
We are a fractional CFO consultancy that offers a Full C-Suite Experience. At Coveted, we can help you:
sell your business for top dollar.
acquire a new one.
build generational wealth.
build better processes.
The choice is in your hands, but our team of trusted partners can help you chart a clear course to endless opportunities.
The Coveted team weathers challenges by your side and celebrates your wins with you. We go beyond basic financial analysis, our expertise extends to all aspects of your business, offering support that is cohesive and strategically targeted for growth.
Let’s get started today. Together, we’ll review your business and create a strategy that nurtures your growth and boosts your generational wealth.
- Areas of Expertise -Diverse Expertise Tailored to Your Needs
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Banking Relationships
We’re not a brokerage house that merely shops lenders, we work with your company to mitigate any problem areas and make you more bankable.
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Exit Strategies
The root of our work is your future goals. Whether you’re looking to sell for top dollar or pass the reigns to your child, we’re here to help guide you each step of the way.
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Financial Reporting & Planning
When it comes to your business’s finances, two things truly matter - timeliness and accuracy. Make decisions quicker, obtain competitive financing, and more.
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Operations
Improve overall quality and efficiency in day-to-day operations that work strategically with your financial goals.
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Marketing
Marketing breathes life into your company’s growth and success. Our marketing team creates campaigns that are strategic, tech-savvy, and designed to convert.
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Human Resources
Staffing and training technology and compliance laws change regularly and staying up to date can be a headache. We follow the law as it evolves so that you can be on top of even the most complex regulations.
No-Obligation ConsultationReady to Reach Your Goals?
It starts with a conversation. What's happening in your business? What keeps you awake at night?
Tell us the good, the bad, and everything in between. Let's have a real heart to heart, no holds back talk.
THE COVETED DIFFERENCEBuilding Relationships
The evidence is in our numbers, but at the end of the day it’s the relationships that matter the most. Your success is our success, we treat every business like our own.
Get to Know Your Coveted Team
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Joe Priola
CEO & Managing Partner
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Joe Schmidt
Chief Revenue Officer
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![Sam Neilson]()
Sam Neilson
Vice President Accounting Services
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$95M+
Coveted Financial has helped clients sell their businesses, resulting in over $95 million in sales.
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13+
Years of helping clients grow their businesses with our fractional CFO services.
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$1.2B+
We’ve helped clients gain in excess of $1.2 billion of traditional and non-traditional financing.
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16
Team members and always growing! Coveted has experts in various fields, all for your benefit.
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Coveted Financial Guides Client Through Rebound after financial crisis
“Our company retained Coveted’s services at one of the most difficult junctures in our history. Coveted helped us organize our accounting functions and financial operations, and their counsel was an important factor in how we rebounded. ”
— LARS BERNTSON, CHICAGO IMPORTING
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Coveted helps beverage company grow out of startup phase and secure Advantageous Capital Loans
“Coveted always has my interest in mind, but they were able to give me an unbiased view of where we are and where we need to go. We are seeing continued results. You got us out of the startup phase. “
— MICHAEL KLAUER, MOMENTUM BEVERAGE
from the blogWe Believe in Empowering Our Clients with Knowledge
Whether it be through blogs, emails, or even virtual town hall meetings we believe providing information and knowledge is invaluable.
- FAQQuestions or concerns on your mind?
Curious about how we work or what you’ll get from our relationship? Here are some answers you may find helpful.
P: (630) 447-0448e: info@COVFINANCIAL.com-
Fractional CFOs (or Chief Financial Officers) are experienced professionals who work with companies on a certain project or on a part-time basis, sometimes as few as 10 hours a month.
The responsibilities of a CFO can vary and can be tailored to match a company’s unique requirements, typically concentrating on tasks where the company’s current financial team lacks experience, background, or availability.
But the main tasks of a fractional CFO are usually: financial reporting, supervision of monthly books and financial reporting, mentoring and coaching the current accounting team, managing budgets and strategic planning
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There is no exact “right time” to hire a fractional CFO, but there are some scenarios where you might need that level of help. For instance, your business is encountering financial challenges that require senior-level expertise to surmount OR your business is expanding, and its financial demands have outgrown the capabilities of your current team.
These needs generally fall outside of the level of expertise that your typical accounting and financial team can offer and require someone who is skilled at crafting big picture strategy. If you need help with these needs but don’t need a full-time CFO, this might be the time to add a fractional CFO to your team.
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Each and every one of our clients has different needs which mean different amounts of case time per client. A traditional CFO in the United States is paid between $240 to $740 thousand per year. 4
With Coveted Financial you will have access to this level of knowledge and support, at a fraction of the cost - and without any of the paid-out benefits like health and dental insurance or 401k matching.
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We have a team that can offer more than Fractional CFO consulting. Our team of experts includes bookkeepers, operations, human resources, and marketing.
With Coveted Financial Services, you can access any of our experts with flexibility that is tailored to your schedule.
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You can hire us for as many or as few services that you need. Some of our clients bring us on for just one or two services, some of them bring us on as their full C-Suite.
Our packages are tailored to you and your business.
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(630) 447-0448
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St. Charles, Illinois
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info@covfinancial.com