Coyote Wealth
Fractional CFO

Preferred CFO

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

Expert CFO Services for Growing Businesses

Salt Lake City, UTFounded 2008

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About Preferred CFO

Preferred CFO provides experienced fractional CFO services to growing businesses that need senior financial leadership without the cost of a full-time executive. Their team of CFOs have deep expertise across industries including technology, manufacturing, healthcare, and professional services. Preferred CFO helps companies build financial systems, improve cash flow, secure financing, and plan for growth or exit.

Services & Specialties

Services

Financial Planning & Analysis
Cash Flow Management
Debt Financing
Business Exit Planning
KPI Development

Family Office Types

Fractional CFO

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States Served

UT
CO
AZ
TX
CA
ID
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