CFO Worx has earned the No. 19 spot on Inc.’s sixth annual Regionals: Southeast list, a ranking of the fastest-growing privately held companies in the Southeast. The region covers 10 states including Georgia, Florida, and South Carolina, plus Puerto Rico.
The honor underscores CFO Worx’s rapid expansion and market impact, fueled by its AI-forward fractional CFO services. The firm provides executive-level financial leadership, systems oversight, and strategic M&A advisory to U.S. private companies, supporting deals exceeding $100 million in enterprise value.
Driving Growth Amid Economic Headwinds
From 2022 to 2024, companies featured on the Southeast list achieved a median growth rate of 89%, collectively adding over 12,000 jobs and contributing $3.4 billion to the regional economy. CFO Worx’s inclusion highlights its ability to scale and innovate in a period marked by inflation, supply chain challenges, and economic uncertainty.
Brian Alvarez, founder and CEO of CFO Worx, emphasized the firm’s mission: “Private companies deserve more than backward-looking reporting—they need strategic visibility, executive-level financial guidance, and transaction readiness that can materially impact outcomes. This ranking validates the trust our clients place in us.”
AI-Powered CFO Services at the Core
CFO Worx combines fractional CFO support, financial systems optimization, and M&A preparation with AI-enabled insights. This approach helps leadership teams make faster, informed decisions, improve performance visibility, and navigate complex transactions across industries.
The firm’s AI-driven approach and ability to support high-value transactions have positioned it as a standout among mid-market financial advisory firms in the Southeast.
Recognition and Leadership
Alvarez, a West Point graduate, Harvard Business School MBA, U.S. Army veteran, and 2022 Tampa CFO of the Year, leads CFO Worx with a focus on operational rigor and strategic impact for private enterprises. The Inc. recognition adds to the firm’s growing reputation as a trusted advisor to U.S. private businesses navigating growth and strategic transactions.
The Bigger Picture
The Inc. Regionals list spotlights small and mid-sized businesses that are fueling economic growth in the Southeast, demonstrating resilience and innovation under challenging market conditions. CFO Worx’s ranking reflects both financial performance and its ability to leverage technology and advisory expertise to drive results.
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