Collin County
Fractional CFO and CMO — Plano, TX
Financial and marketing leadership in the heart of the North Texas growth corridor.
Plano: Where Corporate Relocations Meet Local Opportunity
Plano has quietly become one of the most significant business hubs in the country. Toyota North America, Liberty Mutual, JPMorgan Chase, and Frito-Lay all have major operations here. Legacy West and Granite Park have transformed the city from a bedroom community into a legitimate corporate destination.
For local businesses, this corporate density creates both opportunity and pressure. The service companies that support these corporate campuses — from HVAC and electrical contractors to professional services firms and marketing agencies — face sophisticated clients with high expectations. A plumbing company servicing commercial properties in Legacy West operates at a different level than one doing residential calls in a rural market.
That sophistication demands matching financial and marketing leadership. If your Plano-based business is doing $3M to $20M in revenue and growing, you need someone who understands the numbers and the market dynamics of the 75 corridor. That is where we come in.
Plano and North Texas Areas We Serve
Legacy West
Granite Park
Downtown Plano
West Plano
Frisco
McKinney
Allen
Prosper
What we hear from Plano owners
The Plano operator profile, in one paragraph
Plano's corporate HQ density (Toyota, Liberty Mutual, JPMorgan, FedEx Office) creates a different operator profile than Dallas proper — more SBA-7(a) acquisition activity, more partnership and shareholder cleanup, and more revenue-mix questions tied to corporate-services demand. The fractional CFO engagement in Plano often starts with 'I bought this business 18 months ago and the books don't tell me what I need to know'.
The three questions we hear most from Plano owners
I just acquired this business — how do I rebuild reporting that actually reflects what I bought?
The first 90 days post-close are when you set the operating cadence. We re-cut the chart of accounts, set the KPI dashboard, and rebuild the 13-week cash forecast — the three things every SBA-financed acquirer wishes they had on day one.
How do I deal with a partnership where one partner runs ops and the other runs sales?
Multi-partner Plano businesses often have informal compensation arrangements that look fine until someone wants to sell. We help formalize the comp, the K-1 split, and the buy-sell economics before it becomes a problem.
What is my real exit number — and how do I move it?
Plano corporate-services operators in the $5M–$50M range are squarely in the PE inbound zone. The cleanup work that moves the multiple by 1-2 turns is the same work that makes the business easier to run while you own it.
Industry-Specific Plano Pages
Led by Chris Gauvin and Taber Wetz. See the full about page or client results.
Also Serving Across DFW
Ready to Talk?
No pitch, just a conversation about your Plano business.
Book a Free ConsultationOr email info@localfractional.com