Lexington Risk Management, LLC

Senior financial leadership, when you need it.

Fractional CFO and capital project advisory for small and mid-sized companies. 45 years of experience, a former CPA, available remotely or on-site.

Email about CFO services Email about a capital project

Two ways I help growing companies

Tighter credit and higher costs leave little room for error. I bring the judgment of a seasoned CFO to your cash, your financing and your largest purchases, without a full-time salary.

Fractional CFO & Financial Advisory

For owner-led and closely held companies, and for divisions and subsidiaries of national firms.

13-week cash forecast, so you see problems before they arrive
Financial models, budgets and strategic plans
Lender and investor packages, prepared to stand up to scrutiny
Asset-based financing, structured debt, revolving credit and private equity
Internal controls, pricing and business analysis

More about CFO services

Email about CFO services mpozner [at] lexrisk.com

Capital Project & Procurement Management

For manufacturers, recyclers and green-tech operators buying major equipment.

RFI and RFP preparation that forces vendors to show the true cost of ownership
Itemized pricing, hidden-cost disclosure and milestone-based payments
Performance guarantees and acceptance testing before final payment
NPV and IRR analysis, contingency budgets and tax impact
Negotiation of manufacturing and e-waste processing systems

More about capital projects

Email about a capital project projects [at] lexrisk.com

Ways to work together

Each engagement is scoped and quoted to your situation.

Diagnostic

Fixed fee · about 2 to 3 weeks

A review of your cash position, financial model and financing options, with a written action plan.

Fractional retainer

Monthly · set number of days

Ongoing CFO duties: reporting, board and lender meetings, and day-to-day financial decisions.

Project

Fixed scope

A financing raise, a capital equipment procurement, or a turnaround plan, from start to finish.

Marc Pozner

Fractional CFO & Capital Project Advisor

Marc Pozner is a former CPA with more than 45 years of financial leadership in technology, manufacturing and innovation-driven companies. He serves as a fractional CFO and capital project advisor, helping small and mid-sized businesses manage cash, secure financing and make major equipment investments with confidence.

He works alongside law firms specializing in securities, tax and industrial revenue bond financing, partners at national CPA firms, and brokerage firms and investment banks. Every client's ideas and strategies are kept in strict confidence.

Read Marc's full bio