CFO PARTNER

Steven Weldon

I am a strategic advisor and fractional CFO who helps small—to medium-sized businesses achieve financial clarity and sustainable growth. With a background in private equity, public companies, and venture capital, I’ve developed a proven track record of turning challenges into opportunities. Whether navigating a complex turnaround, preparing for an IPO, or optimizing cash flow and profitability, my goal is to empower businesses to reach their full potential. I simplify the complexities of finance, ensuring clients feel confident and equipped to make strategic decisions.

My expertise includes:

  • Startup and Fast Growth
  • Cash Flow Forecasting
  • Financial Planning and Analysis
  • Debt Management
  • Budget Development
  • Debt and Equity Financing
  • M&A Due Diligence
  • SEC Reporting
  • Strategic Planning and Execution
  • Coordination of Tax Planning and Management

I am dedicated to assisting businesses and their leadership, from seasoned entrepreneurs to start-ups, in navigating complex financial and operational challenges. Leveraging extensive experience in private equity and public company environments, I have executed various initiatives—from corporate turnarounds to initial public offerings. Often serving as a trusted partner to venture capital firms, I specialize in revitalizing underperforming portfolio companies.

Over the years, I have secured over $50 million in private investments, guided an organization’s uplistings to the NASDAQ, and oversaw tax compliance for a $500 million company, including completing 120 federal and state income tax returns annually.

My collaborative approach emphasizes clear communication and aligning goals with measurable metrics, such as cash flow, profitability, and key performance indicators. Whether overseeing revenue growth from $7 million to $15 million over five years or negotiating intellectual property acquisitions, I focus on maintaining simplicity and efficiency, enabling business owners to concentrate on strategic growth rather than financial complexities.

Some examples of significant initiatives that I have led, and their benefits to my clients and employers, include:

  • Increased cash collections in a client’s company by 35% through staff incentive plans.
  • Managed a client’s growth from $7 million to $15 million over a 5-year period.
  • Raised over $50 million in private investment in public companies.
  • Guided a public company from over-the-counter listing to NASDAQ.
  • Moved a public company from the pink sheets to the OTCQB by bringing the company into compliance with the SEC and OTC Markets.
  • Oversaw the annual completion of 120 federal and state income tax returns for the $500 million dollar company.
  • Negotiated financial terms for acquiring intellectual properties through licensing and purchasing from universities and other businesses.

 

Clients often commend my ability to translate intricate financial concepts into accessible language and my commitment to transparent, candid advice—regardless of the circumstances.

I empower CEOs, boards, and leadership teams to make informed decisions that foster enduring success by remaining composed, agile, and decisive in high-pressure, high-growth environments.

My ultimate objective is to strengthen businesses through expert guidance in funding, compliance, and strategy. By integrating proven financial methodologies with forward-thinking approaches, I ensure clients can build a resilient foundation for sustainable growth and lasting value.

Previously, I held executive financial positions at mid- to large-sized companies including:

Education and Certifications

Resources

Testimonials

Highly recommend Steve. He’s been awesome to work with over the last 20 years.

Charise Scharfeld

Steve is super professional. Always quick to respond, fast turn around, and accurate. Been a client for over 10 years and will continue to be.

Grant Shellhammer