DFW’s business boom is creating mid-market companies that outgrow their financial infrastructure fast. Michelet Financial delivers outsourced CFO strategy for growth-stage and mid-market companies across Uptown, Legacy West, and the greater Metroplex — starting at $3,000/month.
Fractional CFO Dallas
Michelet Financial provides fractional CFO services for Dallas businesses — from real estate companies in Uptown to energy firms in the Metroplex and growth-stage companies in Legacy West and Plano. Engagements include financial strategy, cash flow management, M&A readiness, and investor reporting — delivered 100% virtually, starting at $3,000/month.
Dallas-Fort Worth is one of the fastest-growing business markets in the United States. From real estate developers and energy companies to technology firms relocating from California and family-owned businesses scaling their second generation, DFW’s mid-market is generating financial complexity faster than most companies can build internal infrastructure to handle it.
Entity structure analysis, project-level cash flow modeling, investor waterfall reporting, lender covenant compliance, and capital raise preparation for Dallas commercial and residential developers.
Financial forecasting, working capital management, and strategic planning for Dallas-area energy services, midstream, and oilfield supply companies navigating commodity price cycles.
Rolling forecasts and capital structure planning for DFW’s rapidly growing companies — from Frisco and Plano startups to established Metroplex businesses expanding to new markets.
Pre-transaction financial cleanup, normalized EBITDA, and data room support for Dallas businesses pursuing a strategic sale, PE recapitalization, or acquisition of a competitor.
Annual operating budgets, multi-year financial models, and scenario analysis for DFW companies growing through organic expansion, acquisition, or geographic expansion into other Texas markets.
Monthly financial packages — P&L, cash flow, KPI dashboards — built for Dallas’ private equity-backed portfolio companies, family offices, and institutional investors.
In Uptown and the Knox-Henderson corridor, Michelet Financial works with professional services firms, boutique investment companies, and growth-stage startups that need CFO-level reporting and financial strategy as they build toward a capital raise or ownership transition. In Legacy West and the Platinum Corridor in Plano and Frisco, we serve technology companies, corporate headquarters, and growth-stage businesses that relocated to DFW and need financial infrastructure to match their ambitions.
In Deep Ellum, Design District, and Oak Cliff, we work with creative agencies, hospitality groups, and consumer businesses where cash flow variability and working capital management are the primary financial challenges. Across the greater DFW Metroplex — Arlington, Irving, Grand Prairie, and beyond — we support manufacturing, logistics, and distribution businesses that need CFO-level oversight of their inventory, receivables, and bank relationships.
Brandt Michelet’s background includes strategic financial work at enterprise scale — including experience tied to Landry’s Inc. (600+ venues, billions in annual revenue) — making him uniquely positioned to serve Dallas’ multi-location operators, restaurant groups, and hospitality businesses that have grown beyond what their current financial infrastructure can support.
FAQ — Dallas
Start with a free 45-minute strategy call. Serving real estate, energy, and growth companies across the DFW Metroplex — 100% virtually.
Book a Free Dallas CFO Strategy Call