Fractional CFO in Orange County
CFOs who have sat in the seat, a drive away when it counts
Several of Everest’s Managing Directors live and work in Orange County, and we place fractional and interim CFOs with companies across the county. They have held CFO, controller and treasury seats at public, private and investor-backed companies, so they have closed the books, answered to the board and sat across the table from buyers and investors.
Our Orange County team includes Josh Gustin and Ian Lawson in finance, accounting and SEC reporting, and Craig Taggart in capital markets. Jonathon Lobbins and Alan Crunkleton have built and financed medical technology companies, and Peter Priebe has run finance and operations at an international design firm. We work fractional, a few days a week; interim, when the seat is open and the work can’t wait; or project-based, when there’s a defined job to finish.
Why a local CFO matters
Most finance work can happen anywhere. The moments that decide a quarter usually don’t. A board meeting, a lender review, an auditor walkthrough or a buyer’s site visit goes better with your CFO in the room.
Orange County business runs from the Irvine Spectrum and the offices around John Wayne Airport to the medical device companies around Irvine and the manufacturers in Anaheim and Santa Ana. With Managing Directors who live here, being in the room is a drive across the county. We’re part of the county’s medtech community through Octane, where Everest sponsored the 2026 Cardiovascular Tech Forum and our founder emceed the Capital & Growth pitch sessions.
What we do for Orange County companies
Close and reporting. Month-end close on a schedule the board can rely on, GAAP-compliant policies and audit-ready books.
Forecasting and cash. Budgets, forecasts and 13-week cash flow models that drive real operating decisions.
Capital raises. Investor-ready numbers, models and data rooms for a raise. See Capital Raise & Finance Operations.
Preparing to sell. A quality of earnings review of your numbers before a buyer runs their own. See Prepare to Sell / Exit Readiness.
Going public. IPO and uplisting readiness, SEC reporting and the controls that come with it. See Public Company.
Who we work with in Orange County
Medical device and life sciences. Device and digital health companies from first funding through commercialization. See Life Sciences.
Technology. Venture-backed and growth-stage companies getting ready for the next raise. See Technology.
Public and pre-IPO companies. SEC reporting, technical accounting, treasury and the controls a public company needs. See Public Company.
Architecture, engineering and professional services. Project-based firms working through margin, growth and acquisitions.
Proof
A fintech exchange trading on the OTC Bulletin Board engaged us to bring its SEC filings current. We guided the company’s preparation of the financial statements and disclosures required to uplist to Nasdaq, delivering SEC- and PCAOB-audit-ready financials.
Across the team, Everest has closed more than 50 M&A transactions, buy side and sell side, with combined transaction value of more than $55 billion, and has raised more than $4 billion across more than 75 capital raises.
Questions Orange County companies ask
Where is Everest located?
Everest is based in Beverly Hills, California. Several of our Managing Directors live and work in Orange County, and the firm serves companies across North America.
Do you work on site?
Yes, when the work calls for it. Our Orange County Managing Directors can be at your office for board meetings, audits, lender reviews and buyer visits. Day-to-day finance work is often remote.
What is the difference between a fractional and an interim CFO?
A fractional CFO works part time on an ongoing basis, often a few days a week. An interim CFO fills an open seat full time until a permanent hire is in place. See What Is Fractional Executive Leadership.
What does a fractional CFO cost in Orange County?
It depends on the scope and how many days a month the work needs. We scope it with you in the first conversation, and the cost is a fraction of a full-time CFO’s salary and benefits.
Last updated October 2026.
Let's talk
If your numbers aren’t giving you decisions you can act on, we should talk. We’ve sat in your seat. Now we’re in your corner.
