Founder of the Month – Fractional CFO: Neil Cohen of Quantum CFO Advisory and Services LLC 4-14-26

In this episode of the Becker Private Equity & Business Podcast, host Scott interviews Neil Cohen, founder of Quantum CFO Advisory and Services, a fractional CFO firm serving small to middle-market companies and private equity portfolio companies. Neil shares his 40+ years of finance experience, including roles at PwC, Shearson Lehman Brothers, and as a CFO for family-run businesses, which led him to launch his firm to bridge the gap for companies that need strategic financial leadership without the cost of a full-time CFO. He discusses the growing demand for fractional CFOs driven by aging professionals, rising talent shortages, and the need for strategic financial planning in scaling businesses. Neil emphasizes the critical importance of cash flow, strategic pricing, and forward-looking metrics like revenue mix and sales pipeline, warning that founders often focus on EBITDA while neglecting cash conversion cycles. He also highlights the value of fractional CFOs in private equity, where they act as strategic partners to help portfolio companies become fundable, bankable, and sellable. The conversation concludes with insights on pricing strategy, industry trends, and Neil’s excitement about expanding his work with private equity firms in 2026.