V3 Plutus Partners is a financial advisory firm built for founders, business owners, and CEOs ready to grow with intention.
We partner with companies in North County San Diego earning between $750K and $25M who want more clarity, less chaos, and a financial strategy that aligns with both business performance and personal freedom.
As your fractional CFO, we help you move from reactive to proactive—turning messy numbers into decision-ready insights. Whether it’s optimizing cash flow, structuring for scale, or preparing for funding, we bring the tools, discipline, and perspective to help you build the business—and life—you set out to create.
Our signature report, the Owner’s Brief, delivers a powerful snapshot of your financial health across five key dimensions. No fluff, just what you need to lead with confidence.
If your growth has created complexity, we’re here to help you find clarity, take control, and keep moving forward.
Products and Services
Fractional CFO Services, Financial Forecasting & Budgeting, Cash Flow Planning & Optimization, Strategic Advisory & Growth Planning, KPI & Performance Reporting (Owner’s Brief), Loan Readiness & Bankable Financials, Profitability Analysis, M&A Support & Scenario Modeling, Advisory for Founder/CEO Transitions
Member Since: 2024