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Outsourced CFO

The experienced leadership you need for your growing business

When it comes to selecting the right financial advisor for your growing business, experience matters.  With over 25 years of CFO experience, the Milestone team has seen it all.  Whether you are looking for a strategic partner to support your growing business, a trusted advisor to navigate turbulent economic times, or an experienced leader to guide you to a successful exit, Milestone can help.  Our founder, Tom Gabbert, is a pioneer and thought leader in the Outsourced Accounting industry.  He understands the unique challenges of starting, growing, and exiting a business.  Not only has he done it twice himself, but he has guided numerous clients over the years through successful exits.

Financing

Expertise

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Whether you need to increase your line of credit, finance an acquisition or raise capital for your growing business, the financing specialists at Milestone can help you achieve your goals.

M&A

Advisory

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Whether you are looking to grow through acquisition or position your business to be sold, Milestone has the experience to guide you through the process.  

Financial

Projections

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Get a financial roadmap for your business and gain the visibility you need to make smart decisions, improve profitability, and plan for growth capital.

Succession

Planning

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No matter if your target date is years away or just around the corner, we have the know-how to help you plan, prepare and execute a smart exit strategy.

Cash

Management

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We’ll review your current practices, deliver clear recommendations and provide custom tools that will allow you to monitor and adapt to the everyday needs of your business.

Financial

Turnaround

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We work with struggling companies to improve cash flow, stabilize operations, and explore options for a successful business turnaround.

Testimonials

We came to Tom when we were just getting started and he helped us build a financial projection model to raise capital, consulted with us on a variety of strategic issues, and introduced us to other key partners that have been instrumental in our success.  As a start-up founder, I can tell you that Tom was a fantastic resource to us.  I would recommend Milestone without reservation.

Ben Forrest

Co-Founder & CEO - Olio Health

I have worked closely with Tom on several early-stage tech companies.  He is an experienced CFO that provides leadership beyond just accounting and finance.  He understands the operational challenges that early-stage, high-growth companies face and has the skills to help them succeed.  I have referred Tom on a number of occasions with good results every time.

 

Doug Conner

Former Managing Director - Periculum Capital Company

My business was hit hard by the coronavirus, but Tom and Melissa were there for us.  They reacted quickly, gave us sound advice, and guided us through the Payroll Protection Program.  By working closely with our banker, they helped us quickly get the funding we needed to survive.  They have been great partners for years, but you really see what people are made of during tough times.

 

John Killacky

Founder / Co-owner - Bartha Audio Visual

Our Technology Tools

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