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FRACTIONAL EXECUTIVE & ADVISORY PRACTICE
Follow one of our 49 guides to help you form, build, and launch your Fractional Executive & Advisory Practice with confidence.
VALIDATE
4 guides
Should You Actually Go Fractional? The Real Economics First
The real economics of becoming a fractional CFO, CMO, or COO: day rates, how many clients you need, …
The Essentials: Validate — Fractional Executive & Advisory
How to validate demand for a fractional executive or advisory practice before quitting your job: war…
fractional CFO vs fractional CMO vs fractional COO: Valid...
Comparing fractional CFO, fractional CMO, and fractional COO for Fractional Executive & Advisory: wh…
startup clients vs SMB clients vs PE-backed portfolio: Va...
Comparing startup clients, SMB clients, and PE-backed portfolio for Fractional Executive & Advisory:…
FORM
4 guides
The Essentials: Form — Fractional Executive & Advisory
Phase 4 Form essentials for Fractional Executive & Advisory. Key decisions and actions for the Form …
LLC vs S-Corp vs sole proprietor for Fractional Executive
Comparing LLC, S-Corp, and sole proprietor for Fractional Executive & Advisory: which is best for en…
engagement letter vs MSA plus SOW vs handshake agreement:...
Comparing engagement letter, MSA plus SOW, and handshake agreement for Fractional Executive & Adviso…
IP assignment vs work product ownership vs confidentialit...
Comparing IP assignment, work product ownership, and confidentiality terms for Fractional Executive …
FINANCE
4 guides
The Essentials: Finance — Fractional Executive & Advisory
Phase 5 Finance essentials for Fractional Executive & Advisory. Key decisions and actions for the Fi…
retainer income smoothing vs multiple client revenue dive...
Comparing retainer income smoothing, multiple client revenue diversification, and project income vol…
QuickBooks vs FreshBooks vs Bonsai for Fractional Executive
Comparing QuickBooks, FreshBooks, and Bonsai for Fractional Executive & Advisory: which is best for …
quarterly estimated taxes vs S-Corp salary vs distributio...
Comparing quarterly estimated taxes, S-Corp salary vs distribution, and retirement account strategy …
BUILD
4 guides
The Essentials: Build — Fractional Executive & Advisory
Phase 2 Build essentials for Fractional Executive & Advisory. Key decisions and actions for the Buil…
Notion vs ClickUp vs Asana for Fractional Executive
Comparing Notion, ClickUp, and Asana for Fractional Executive & Advisory: which is best for project …
HubSpot vs Salesforce vs Notion CRM for Fractional Executive
Comparing HubSpot, Salesforce, and Notion CRM for Fractional Executive & Advisory: which is best for…
Loom vs Zoom vs Slack for Fractional Executive
Comparing Loom, Zoom, and Slack for Fractional Executive & Advisory: which is best for async communi…
BRAND
3 guides
The Essentials: Brand — Fractional Executive & Advisory
Phase 7 Brand essentials for Fractional Executive & Advisory. Key decisions and actions for the Bran…
LinkedIn thought leadership vs speaking at CEO events vs ...
Comparing LinkedIn thought leadership, speaking at CEO events, and writing advisory content for Frac…
ex-corporate credibility vs startup founder background vs...
Comparing ex-corporate credibility, startup founder background, and industry specialist angle for Fr…
PROTECT
3 guides
The Essentials: Protect — Fractional Executive & Advisory
Phase 8 Protect essentials for Fractional Executive & Advisory. Key decisions and actions for the Pr…
professional liability E&O vs directors and officers (D&O...
Comparing professional liability E&O, directors and officers (D&O), and general liability for Fracti…
NDA structure vs conflict of interest policy vs non-solic...
Comparing NDA structure, conflict of interest policy, and non-solicitation clause for Fractional Exe…
LOCATE
3 guides
The Essentials: Location — Fractional Executive & Advisory
Phase 6 Location essentials for Fractional Executive & Advisory. Key decisions and actions for the L…
fully remote model vs in-person requirement vs hybrid pre...
Comparing fully remote model, in-person requirement, and hybrid presence for Fractional Executive & …
local client focus vs national client reach vs industry-s...
Comparing local client focus, national client reach, and industry-specific geography for Fractional …
PRICE
5 guides
Pricing and Value-Based Compensation: Hourly Rates, Retainer Fees, or Performance-Based Pricing
Explore effective pricing strategies for your fractional executive services.…
The Essentials: Price — Fractional Executive & Advisory
Phase 3 Price essentials for Fractional Executive & Advisory. Key decisions and actions for the Pric…
monthly retainer vs project-based vs equity plus cash: Pr...
Comparing monthly retainer, project-based, and equity plus cash for Fractional Executive & Advisory:…
days per month model vs hours per month model vs outcomes...
Comparing days per month model, hours per month model, and outcomes-based model for Fractional Execu…
fractional CFO rates vs fractional CMO rates vs fractiona...
Comparing fractional CFO rates, fractional CMO rates, and fractional COO rates for Fractional Execut…
SELL
6 guides
Industry Networks and Referral Partnerships: Network Development, Referral Relationships, and Partnership Building
Discover actionable strategies to build referral networks and partnerships in the fractional executi…
Client Retention and Long-Term Relationships: Account Reviews, Expansion Opportunities, and Ongoing Optimization
Discover strategies for client retention and long-term relationships through account reviews and opt…
Client Acquisition and Vetting: Target Client Profiles, Prospect Qualification, and Relationship Building
Learn how to acquire and vet clients effectively in the fractional executive space.…
The Essentials: Sell — Fractional Executive & Advisory
Phase 9 Sell essentials for Fractional Executive & Advisory. Key decisions and actions for the Sell …
PE firm referral network vs CEO peer group (EO, YPO) vs L...
Comparing PE firm referral network, CEO peer group (EO, YPO), and LinkedIn inbound for Fractional Ex…
warm introduction pipeline vs cold LinkedIn outreach vs c...
Comparing warm introduction pipeline, cold LinkedIn outreach, and content-based inbound for Fraction…
OPERATE
13 guides
IP and Thought Leadership: Unique Methodologies, Case Studies, and Market Positioning
Discover unique methodologies and case studies for effective IP and thought leadership in fractional…
Knowledge Transfer and Capability Building: Training Internal Teams, Documentation, and Sustainable Solutions
Explore strategies for training teams and building sustainable solutions.…
Cross-Functional Collaboration: Collaboration with Existing Leadership Teams, Stakeholder Management
Learn effective strategies for cross-functional collaboration and stakeholder management to enhance …
Reporting and Progress Tracking: Strategic Reviews, KPI Reporting, and Performance Measurement
Master reporting and KPI tracking with strategic reviews for optimal performance measurement.…
Technology and Communication Tools: Project Management, Secure Communication, and Documentation Systems
Discover top project management and secure communication tools for fractional executives.…
Strategic Planning and Execution: Strategic Recommendations, Implementation Support, and Accountability
Explore actionable strategies for effective planning and execution in your business.…
Onboarding and Assessment: Business Assessment, Strategic Analysis, and Initial Planning
Learn onboarding strategies for fractional executives, including business assessment and initial pla…
Engagement Models: Fractional (Part-Time), Hourly Advisory, or Project-Based Engagements
Explore fractional, hourly, and project-based engagement models for your advisory practice.…
Executive Expertise and Specialization: CFO, CMO, COO, or CEO-Level Expertise and Industry Focus
Discover how fractional executives can transform your business with specialized CFO, CMO, COO, or CE…
The Essentials: Operate — Fractional Executive & Advisory
How to operate a fractional executive practice: allocate hours across clients, set confidentiality w…
solo practice scaling vs building a fractional firm vs ac...
Comparing solo practice scaling, building a fractional firm, and acquiring fractional advisory firm …
equity in portfolio companies vs performance bonuses vs c...
Comparing equity in portfolio companies, performance bonuses, and co-investment rights for Fractiona…
client concentration risk vs multi-client management vs e...
Comparing client concentration risk, multi-client management, and engagement exit strategy for Fract…
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