Dallas-Fort Worth
Fractional CFO and CMO — Dallas-Fort Worth
Local Fractional LLC operates in Texas under the registered DBA Dallas Fractional CFO. DFW is our home market — the one place we are genuinely local rather than remote.
Local Fractional provides partner-led fractional CFO and CMO services to Dallas businesses generating $2M–$50M in revenue. The Fractional CFO Partnership is a flat $5,000–$10,000+/month retainer (with a lighter $2,500/month Fractional Executive Advisory tier for businesses with clean books), delivered in person across Dallas and the wider Dallas–Fort Worth metroplex. Co-founders Chris Gauvin and Taber Wetz lead every engagement directly.
Local financial and marketing leadership for growth-stage businesses across the Dallas metroplex.
Why Dallas Businesses Choose Local Fractional
Dallas is one of the fastest-growing metros in the country, and with that growth comes complexity. Businesses here are scaling quickly, but the financial and marketing infrastructure often lags behind. A company doing $5M in revenue this year might be doing $12M in two — and the decisions you make today determine whether that growth is profitable or chaotic.
We are based in Dallas because this is where we live and work. We know the business landscape here — the private equity firms on McKinney Avenue looking for add-on acquisitions, the trades companies in the Mid-Cities expanding into new service areas, and the professional services firms in Uptown competing for talent with national players.
That local context matters. When we build a cash flow model for a Dallas HVAC company, we factor in Texas seasonality, DFW construction cycles, and the specific competitive dynamics of this market. That is not something a remote firm can replicate.
Across Dallas-Fort Worth
DFW is the one market where we are genuinely local. We meet clients in person here as a matter of course, not as an exception — and both sides of the practice, finance and marketing, work the same way across the metroplex.
Dallas — Uptown, Deep Ellum, Design District, Preston Hollow
Our home base. Engagements run the full range: monthly close and forecasting on the CFO side, and on the CMO side the positioning and demand work that decides whether growth is profitable rather than just busy.
Plano & Richardson
Corporate relocations and mid-market B2B. Finance work usually centres on multi-entity reporting and board packs; marketing work on rebuilding a pipeline that has been running on referrals alone.
Frisco & McKinney
Some of the fastest growth in the metro, and the classic place where sales outruns the back office. Typically a 13-week cash view first, then the marketing measurement to work out which channels actually pay.
Fort Worth & Arlington
Manufacturing, construction and distribution. Job costing, WIP schedules and margin by contract on the finance side; on the marketing side, positioning against national competitors bidding the same work.
Irving & Las Colinas
Corporate and professional services, where partner economics and project profitability drive the reporting — and where marketing is often about credibility and referral systems rather than volume.
Addison, Carrollton & Farmers Branch
Established owner-operated businesses, frequently preparing for a sale. Clean books, a defensible quality-of-earnings story, and a brand that survives the founder leaving.
Denton & The Colony
Growing north-metro operators, usually first-time CFO and first-time CMO engagements at the same time — which is exactly the pairing we were built for.
Allen & Wylie
Home services and specialty trades where seasonality dominates cash flow, and where marketing spend needs to flex against it rather than run flat all year.
Services Available in Dallas
Fractional CFO
Cash flow planning, forecasting, and strategic financial leadership.
Fractional CMO
Revenue-focused marketing strategy and brand positioning.
Exit Planning
Sell-side advisory and buyer-ready positioning.
72-Hour Cash Flow
Complete cash flow analysis delivered in 72 hours.
SMB Acquisition
Buy-side advisory and financial due diligence.
Industry Specialists
HVAC, plumbing, electrical, roofing, professional services.
The Dallas Business Landscape
Dallas has become one of the top destinations for corporate relocations and business formation in the US. Companies like Toyota, Charles Schwab, and Caterpillar have moved their headquarters here, and that corporate migration creates ripple effects through the entire local economy.
For small and mid-sized businesses, this means more opportunity — but also more competition. The trades sector in particular is experiencing a wave of private equity consolidation. HVAC, plumbing, and roofing companies that were once family-owned are being acquired at 5-8x EBITDA multiples. If you own a trades business in Dallas doing $3M+ in revenue, you are likely already on someone's radar.
Whether you are positioning for growth or preparing for an exit, having the right financial leadership in place is the difference between capturing the opportunity and watching it pass. That is what we do.
What we hear from Dallas owners
The Dallas operator profile, in one paragraph
Dallas operators tend to be deepest in trades and home services, professional services, and consumer businesses serving the urban core. The shared problem set is talent: wage inflation across the trades and the back-office has run 6-9% YoY through 2025-2026, and the in-migration of corporate HQs keeps spec construction backlogs strong. Most fractional CFO services conversations in Dallas start with one of three questions — 'how do I scale the back office to keep up with the front office', 'what does my real margin look like by job type', or 'is the offer I just got from a strategic actually a fair multiple'.
The three questions we hear most from Dallas owners
How fast do I have to scale the back office to keep up with sales?
Hiring a full-time controller at $130K too early eats six months of cash; waiting too long eats the next round of growth. The fractional CFO is usually how owners bridge that gap.
What does true margin look like by job type, customer, or service line?
Most Dallas operators we meet have a clean revenue number and a guess on margin. The cleanup work is usually 60-90 days and changes how the business gets sold or scaled.
Is the inbound offer I got from a strategic or PE buyer actually a fair number?
Multiples in Dallas-area trades and services are noisy. Knowing your true trailing-12 EBITDA and the working-capital peg matters more than the headline number. We have run the math on both sides of the table.
Industry-Specific Dallas Pages
Led by Chris Gauvin and Taber Wetz. See the full about page or client results.
Also Serving Across DFW
What does a fractional CMO do for a Dallas business?
Ask what last quarter's marketing spend returned and most owners can quote the spend but not the return. Closing that gap is the job. A fractional CMO takes the executive seat over positioning, offer, and channel mix, and is measured on revenue produced rather than activity delivered.
A dedicated marketing partner leads these engagements; the CFO team stays in its lane. Take it standalone or alongside the finance work. Together, the two close a loop most companies never close: what went out, what came back, one report.
Dallas engagements sit with B2B and professional-services firms whose pipeline is relationship-driven and almost entirely unmeasured, with multi-location home-services businesses where cost per acquisition varies wildly by branch and nobody is looking, and with consumer brands whose blended acquisition cost hides one channel subsidising three.
Engagements are scoped to how much of the seat you need; the fractional CMO page has the structure and current pricing. If the books are the bigger fire, start with the CFO side instead.
Who you will actually work with
Worth being concrete about, because it is the difference that matters most. A great many firms match you to a consultant from a bench, and the person who wins the engagement is not the person who runs it. Here every engagement is led personally by a founding partner — the same person in month one and in month thirty.
Chris Gauvin
Co-Founder & Fractional CFO
Leads finance engagements personally — monthly close, cash-flow forecasting, lender and board reporting, and exit preparation.
Taber Wetz
Co-Founder & Fractional CFO
Leads finance engagements personally, with a focus on forecasting, pricing and margin work, and preparing a business to be sold.
Melissa Valdez
Fractional CMO
Leads the marketing practice — positioning, channel mix and the funnel maths that says which spend actually produced revenue.
Explainers
The questions that come up before anyone signs anything, answered in one picture each.
Fractional vs Interim vs Full-Time CFO
Three different instruments. Which one your situation actually calls for.
What a Fractional CFO Costs
The three tiers, what each includes, and why we price on scope not location.
CFO + CMO: Who Owns What
Two silos, one bridge. Marketing knows what it spent; finance knows what came back.
Your First 90 Days
Books cleaned, a cash view you can rely on, then the decisions those two change.
The 13-Week Cash Flow Forecast
Cash in, cash out, and the balance week by week — far enough ahead to act.
Dallas-Fort Worth — Common Questions
What fractional CFO services are available in Dallas, TX?
Monthly close and management reporting, 13-week cash-flow forecasting, budgeting and variance analysis, KPI scorecards, lender and board reporting, pricing and margin analysis, and exit or sale preparation. Engagements are a fixed monthly scope rather than hourly, so the cost is predictable.
Do you offer fractional CMO services in Dallas as well as CFO?
Yes, and it is half the practice. Melissa Valdez leads our fractional CMO work — positioning and messaging, demand generation, marketing measurement, and building a pipeline that does not depend on referrals alone. Many DFW clients engage both a CFO and a CMO, which is the pairing we were built for: the marketing decides what growth costs and the finance decides whether it is worth it.
Are you actually based in Dallas, or is this remote?
We are based in Dallas-Fort Worth. DFW is the one market where we are genuinely local rather than remote, and in-person meetings here are routine rather than an exception. Local Fractional LLC is registered in Texas under the DBA Dallas Fractional CFO, which is the name we originally traded under.
Do you work with businesses in Plano, Frisco, McKinney and Fort Worth?
Yes — the whole metroplex on the same terms, including Plano, Frisco, McKinney, Fort Worth, Arlington, Irving, Richardson, Addison, Denton, Allen and The Colony. There is no difference in access or pricing between a Dallas client and one further out.
How much does a fractional CFO cost in Dallas?
We price on scope rather than hours, so the monthly figure is known in advance. Most engagements land well below the fully-loaded cost of a full-time CFO once salary, bonus, benefits and payroll taxes are counted. Our Dallas pricing guide sets out current ranges.
What is the difference between a fractional CFO and a controller or CPA?
A controller and a CPA both look backwards — recording what happened and filing it correctly. A fractional CFO looks forwards: forecasting cash, pricing work, deciding which customers and service lines are worth growing, and sitting in the room when those calls get made.
Ready to Talk?
No pitch, just a conversation about your Dallas business and where you want to take it.
Book a Free ConsultationOr email info@localfractional.com