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Welcome to Phoenix Exchange Corporation

Your trusted CFO supporting growth, mergers & acquisitions

About Us

At Phoenix Exchange Corporation, I offer a clear plan of action to help businesses better manage their finances, strategically plan for the future, and make informed decisions that drive growth, maximize value, and mitigate risk—by focusing on personalized service, alternative and customized solutions, working with management to obtain financing, develop and execute mergers, acquisitions and exit plans. I offer remote services and in-person sessions on an as-needed basis, and my significant professional and industry experience, connections, and network allow me to provide valuable insights and perspective navigating complex transactions, financing and growth strategies. With a commitment to delivering tangible outcomes, I help businesses save time and money while focusing on what matters most: their success.

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My mission is to provide exceptional fractional CFO services for businesses wanting to prepare now for a future exit, delivering detailed financial projections that illustrate your plans and objectives and identifying the financing required to achieve them. To provide a space for owners to review and explore available options and make informed decisions that achieve their strategic goals. To provide personalized and customized services that cater to the specific needs of each organization, offering a fresh perspective and valuable insights.

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My vision is to be the premier provider of fractional CFO services for discerning businesses seeking exceptional expertise, unparalleled service, and tangible outcomes that drive sustained growth. I strive to establish deep, enduring relationships with my clients as a trusted partner and advisor who understand their unique aspirations and challenges. By meticulously selecting my clients, I closely align values, goals, and ambitions, enabling me to deliver truly tailored solutions that unlock your full potential. Through my unwavering dedication to excellence and commitment to fostering success, I aim to be the preferred partner for businesses that demand the highest standards in financial guidance and strategic support.

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As a fractional CFO service provider, I offer flexible engagement models that allow clients to access the expertise they need on a part-time or interim basis without the commitment of a full-time CFO. My services can include some or all of the following:

Strategic and Financial Planning
Financial Projections and Costing Analysis
Corporate Finance
Mergers and Acquisitions
Financial Due Diligence
Post Acquisition Integration
Exit Strategies

My ideal client is a successful and growth-oriented entrepreneur with plans for growth and expansion. They are building a team to support their strategic goals, preparing for succession or exit. They require financial information and analysis to support critical business decisions. They need a confidant to provide meaningful insight and options on their journey.

Contact Phoenix today to learn how my fractional CFO services can empower your business to thrive in a dynamic and ever-evolving marketplace, providing you with the financial expertise, strategic guidance, and seamless support you need to achieve your growth and success objectives.

About Us

Your trusted CFO supporting growth, mergers & acquisitions

Contact Us

  • g.wood@phoenixexchange.ca
  • 905-320-4242
  • 22 King St S Suite 300, Waterloo, ON N2J 1N8 (Appointment Only)