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Content provided by Jeb Graham, Ethan Hutcheson, & Eric Wymore, Jeb Graham, Ethan Hutcheson, and Eric Wymore. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeb Graham, Ethan Hutcheson, & Eric Wymore, Jeb Graham, Ethan Hutcheson, and Eric Wymore or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Discover how to supercharge your business with expert financial strategies on this episode of Metcalf Money Moment! Hosts Jeb, Ethan, and Eric welcome Brent Taylor from KC CFO Services, who shares game-changing insights on fractional CFO services. Learn how to delegate effectively, plan for business growth, and navigate business exits with confidence, all while optimizing your financial future. Whether you're a small business owner or scaling a larger company, this episode delivers practical advice to elevate your success.
IN THIS EPISODE:
- (04:15) The distinction between a fractional CFO and an accountant is clarified
- (08:30) Fractional CFO services help business owners delegate responsibilities and set business growth goals
- (13:01) Brent’s company serves various types of small, growing businesses of
- (15:15) The process of engaging a fractional CFO is outlined, involving discovery calls to assess challenges and opportunities
- (18:29) The synergy between a fractional CFO and the financial advisor, and helping clients with business exit strategies, and succession planning goals
KEY TAKEAWAYS:
- Fractional CFO services enable small and mid-sized businesses to access expert financial guidance without the expense of a full-time CFO, allowing owners to delegate tasks and focus on growth.
- Business growth is supported by strategic financial planning, where fractional CFOs look forward, unlike accountants who focus on historical data, aiding in financing, hiring, and expansion decisions.
- Succession planning and business exit strategies are crucial for business owners, with fractional CFOs playing a vital role in preparing for sales or transitions to maximize value and ensure long-term success.
RESOURCES:
DISCLAIMER:
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
GUEST BIOGRAPHY:
Brent Taylor is the founder and owner of KC CFO Services, LLC, a fractional CFO firm based in Kansas City. After spending 15 years working with large companies across various industries, he transitioned into entrepreneurship, leveraging his diverse financial experience to help growing small and mid-sized businesses navigate their journey. He holds a degree in Accounting and Finance from the University of Nebraska and is a Certified Public Accountant (CPA).
ABOUT THE HOSTS:
Jeb Graham:
Jeb is the CEO and Managing Partner at Metcalf Partners Wealth Management. Before founding Metcalf Partners, he was a financial advisor in Overland Park, Kansas. Active in the Kansas City community, Jeb serves on the Kansas City Chapter Board of the Entrepreneur Organization (EO). He holds a finance degree from Kansas State University and a CFP® designation, and he received additional executive education in retirement planning from Wharton.
Ethan Hutcheson:
Ethan is a Partner and Financial Planner at Metcalf Partners. He is passionate about helping people prepare, plan, and execute their goals. With a career in Financial Services, his expertise spans Financial Planning, Tax, and Investment Management. Outside of work, Ethan enjoys hunting, cycling, and outdoor activities with his wife, Shanna, and their sons, Rhett and Levi.
Eric Wymore:
Eric is a Partner and Wealth Manager at Metcalf Partners Wealth Management. His career has been dedicated to wealth management. As an Accredited Investment Fiduciary, he prioritizes acting in clients’ best interests. Originally from southeast Iowa, Eric has lived in Kansas City for 20 years with his wife, Becky, and their sons, Gabe and Nolan. He holds a degree in finance from Iowa State University.
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