Tell us what is actually going on. You get a straight answer the same week.
One hour with a partner, not a salesperson. No slides, nothing to prepare, and nothing to sign. We ask what the business does, how the cash moves through it and what is keeping you up. You leave knowing who would hold your seat, what we would look at first, and the monthly figure.
UNITED STATES AND CANADANOTHING TO PREPARE · NOTHING TO SIGN
Start Here
01 / 04
Start here.
Two minutes. It goes to a partner, not a queue, and you get a reply the same working day.
What Happens Next
02 / 04
What happens after you get in touch.
Four steps, and you can stop after any of them. Nothing is signed until the fourth.
SAME DAY
A partner replies
Not a form response and not a scheduling assistant. The person who would be accountable for your engagement answers you.
WITHIN THE WEEK
The conversation
Thirty to forty-five minutes on your business. We ask, you answer, and we tell you what we would do about it before you have committed to anything.
TWO WORKING DAYS LATER
A written note
What we heard, what we would look at first, who would hold your seat, and the monthly figure. In writing, so you can put it beside anyone else’s.
ONLY IF YOU WANT IT
The diagnostic
Two weeks inside the accounts, then a written assessment at week three that is yours to keep whichever way you go after reading it.
Before The Call
03 / 04
There is nothing to prepare.
People put this call off because they think they need to get their numbers together first. You do not. The state of the numbers is what we are there to talk about, and we have seen worse than yours in six hundred and forty engagements.
Bring nothing at all
The conversation works with what is in your head. Most first calls happen without a single document.
Or bring one thing
If you want a sharper answer, your last set of management accounts or a recent board pack is plenty.
Ask us anything
The fee, who would hold your seat, what we have done in your sector, and what we would fix first.
Ask for the agreement
The commitments we sign up to are one page and we will send them before you decide anything.
Who To Ask For
04 / 04
Remote-first across the United States and Canada.
If you are not sure which part of the group you need, start with the finance practice.
They route it, and you keep the same first conversation either way.
A finance seat for your business
The fractional and group CFO practice
XLF·C
Capital raising or a refinancing
invest-EDGE
XLF·I
Insurance and risk transfer
XL Shield
XLF·S
A reporting or systems build
Proprietary Financial Systems
XLF·P
Something across more than one of these
Start with the finance practice and we will route it
XLF·C
Working at xl Financial
One in forty who approach us hold a seat. Tell us what you have run.
CAREERS
CLIENTS IN
40 states and 9 provinces
RESPONSE
Same working day, in your time zone
ON SITE
By agreement, wherever the work calls for it
HOURS
Your business hours, not ours
One Hour
The businesses on our results page all started
with one conversation exactly like this one.
Thirty to forty-five minutes, with the partner who would be responsible for your
engagement. You leave knowing who would hold your seat, what we would look at first, and the monthly
figure. Nothing to prepare and nothing to sign.
