• Accounting Systems
  • Cash Flow Processes
  • Advisor Coordination
  • Budgeting & Forecasting
  • Production & Operations
  • Banking & Capital
  • Strategic Financial Planning
  • Risk Assessments
  • Revenue
  • Operating Rhythm
  • Succession or Exit Planning
  • Readiness & Attractiveness
  • Price/Multiple
Summit Insights

2023 Sherpa Awards


Each year we meet at our annual All-Hands meeting to learn, share best practices, celebrate our accomplishments, and recognize exemplary associates. Here are the recipients of our 2023 Sherpa Awards, recognizing Fractional CFOs who helped their clients navigate a successful climb up the mountain - and a successful exit!

"The Sherpa Award is designed for CFOs who collaborate closely with clients. They play a pivotal role in helping clients achieve successful exit transactions. This involvement may range from actively participating in the transaction to serving as a trusted confidant for business owners. In the latter case, CFOs guide owners through the process, offering not only strategic and consultative support but also providing emotional support."

-Brad Martyn, Founder


Congratulations to our 2023 Sherpa Award Winners!