Coyote Wealth
Fractional CFO

Navigate CFO

Profile reviewed by the Coyote Wealth Editorial Team — researchers and writers with experience across leading Wall Street financial institutions. Updated May 5, 2026.

Fractional CFO for Family-Owned & Private Businesses

St. Louis, MOFounded 2009

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About Navigate CFO

Navigate CFO provides fractional CFO services tailored to family-owned businesses and private companies navigating growth, generational transitions, or ownership changes. Their senior CFOs bring decades of experience helping closely-held businesses build financial discipline, improve profitability, and prepare for long-term ownership transitions. Navigate serves clients in manufacturing, distribution, real estate, and services.

Services & Specialties

Services

Family Business Advisory
Succession Planning
Cash Flow Optimization
Lender Negotiations
Business Valuation

Family Office Types

Fractional CFO

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Pricing

Retainer

States Served

MO
IL
KS
KY
IN
TN
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