Contact·United States and Canada

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.

START HEREEMAIL A PARTNER
Three ways in
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It goes to a partner rather than a queue.

THE FORM
Two minutes, and it reaches a partner

Name, company, what the business does and what is actually going on. It goes to a partner rather than a queue, and a partner answers it.

START HERE →
EMAIL
partners@xl.financial

One paragraph on what is happening is enough. You get a reply the same working day, from the person who would run it.

SEND AN EMAIL →
THE CONVERSATION
An hour, on your calendar

With the partner who would be responsible for your engagement. Nothing to prepare and nothing to sign. Conversations are booked Monday to Friday, 9 to 5 Eastern, less national holidays.

BOOK A TIME →
UNITED STATES AND CANADANOTHING TO PREPARE · NOTHING TO SIGN
The form
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Start here.

Two minutes. It goes to a partner, not a queue, and you get a reply the same working day.

A partner replies the same working day. Nothing is shared with anyone outside the firm, and there is no follow-up sequence — one reply, from a person.

OR WRITE TO US DIRECTLY
EMAIL A PARTNERpartners@xl.financial One paragraph is enough. A partner replies the same working day.
WHAT YOU GET BACK A reply from a partner the same working day, then a written note within two working days covering what we heard, what we would look at first, and who would hold your seat.
What happens next
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What happens after you get in touch.

Four steps, and you can stop after any of them. Nothing is signed until the fourth.

SAME DAYA partner repliesNot a form response and not a scheduling assistant. The person who would be accountable for your engagement answers you.
WITHIN THE WEEKThe conversationOne hour 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 LATERA written noteWhat 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 ITThe diagnosticTwo 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
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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 allThe conversation works with what is in your head. Most first calls happen without a single document.
Or bring one thingIf you want a sharper answer, your last set of management accounts or a recent board pack is plenty.
Ask us anythingThe fee, who would hold your seat, what we have done in your sector, and what we would fix first.
Ask for the agreementThe commitments we sign up to are one page and we will send them before you decide anything.
Who to ask for
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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.

WHAT YOU NEEDWHO HOLDS ITCODE
A finance seat for your businessThe fractional and group CFO practiceXLF·C
Capital raising or a refinancinginvest-EDGEXLF·I
Insurance and risk transferXL ShieldXLF·S
A reporting or systems buildProprietary Financial SystemsXLF·P
Something across more than one of theseStart with the finance practice and we will route itXLF·C
Working at xl FinancialOne in forty who approach us hold a seat. Tell us what you have run.CAREERS
WE OPERATE INEvery state and every province
RESPONSESame working day, in your time zone
ON SITEBy agreement, wherever the work calls for it
HOURSMonday to Friday, 9 to 5 Eastern (EST/EDT), less national holidays
One hour

The businesses on our results page all started with one conversation exactly like this one.

One hour, 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.

THE CALLOne hour on your business, with a partner rather than a salesperson.
THE NOTEWhat we heard and what we would look at first, in writing, within two working days.
YOUR CFONamed in that note, with what they have already run in your industry.
THE FIGUREOne monthly number covering the seat, the bench and the group, agreed before anything starts.
BOOK A CONVERSATIONSEE WHAT SIX BUSINESSES GOT
A PARTNER ANSWERS THE SAME WORKING DAY · UNITED STATES AND CANADA