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Why Our Clients Trust Agility Financial Partners

We Build True Partnerships to Enhance Your Growth Stories

Agility Financial Partners brings together over a decade of experience in helping high-growth businesses manage their financial health. From startups navigating Series A to mature companies preparing for IPO, Agility serves as an extension of your financial team. We deliver accounting, reporting, planning, and advisory services tailored to where your company is and where you’re going. Whatever our client’s size, we are the critical financial advisor for entrepreneurs in helping you achieve success. We take our clients’ business just as seriously as they do and provide services customized to their specific needs and objectives.

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We’re founders supporting founders. Our high-touch team is the trusted financial partner who walks alongside you through every season of growth. With an industry-agnostic approach, we offer fractional finance services that bring calm, clarity, and capability to your business operations.

Oversight | Insight | Foresight

Our Founding Partnership Team

Financial experts with operational experience

Our Values

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Transparency
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Connection
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Agility
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Trust

Team

Clients Success = Long-term Partnerships

“Having worked with Cindy on a recent divestiture, I found her to be collaborative, highly intelligent and solution-oriented. On our particular project, I worked closely with Cindy from day 1 through the close of the deal, and despite her lack of tenure with the business, she was able to very effectively lead the divestiture process and help identify viable strategic alternatives throughout, which ultimately led to a very successful outcome.”
 

– Matt Kolman, Director, M&A Transaction Services, Deloitte & Touche

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Take the stress off your finances with
Agility as your partner. 

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