Outsourced Accounting & Operations · San Diego & Nationwide
The CFO firm for the moments that decide what happens next.
SDX Advisors works as a partner and advisor to $5–50M companies — decoding the economics of your business so you can see the levers of its health and pull them. Forward-looking, not backwards-looking.
Profits declining. Cash tightening. Bank said no. SDX decodes the economics and charts the path forward.
For $5–50M companies at a financial inflection point.
Profit Optimization → Exit PlanningYou built something real. SDX makes sure the business commands what it's worth — on your terms.
For founders and CEOs planning an exit in the next 1–5 years.
Exit Strategy → Growth & ExpansionSDX brings the financial structure and strategic planning to scale without the guesswork.
For $5–50M companies ready to scale beyond their current ceiling.
Strategic Growth →Not a vendor coming in to deliver a report. A partner working alongside leadership to grow the business.
The role of an advisor is to recommend the right next move. SDX doesn't just report — we advise on what to do.
Decoding the economics of your business so you understand the drivers — and the levers you can pull to improve.
Backwards-looking reports describe what already happened. SDX looks ahead — at what the data is telling us, and what to do next.
About SDX Advisors
SDX Advisors is an outsourced accounting and operations firm serving $5–50M companies — the growth stage where strategic financial leadership becomes essential, and a full-time CFO isn't yet the right hire.
The work is built on three things: partnership, education, and forward-looking advisory. SDX doesn't deliver backwards-looking reports — the team decodes the economics of your business so you can see what's actually happening, understand the levers you can pull, and chart the path forward.
Founded and led by CEO Jeff Cummings, SDX works alongside CPAs, attorneys, and wealth managers — and brings in additional team members when the engagement calls for it.
"We make business owners more money. That's the goal, the work, and the success metric. Whether it's recovering profits, growing cash flow, or maximizing the value of a sale — by the end of the engagement, the owner is taking more money home."— Jeff Cummings, CEO · SDX Advisors
For Advisors & Referral Partners
SDX works alongside the existing advisors around your client — never around them. Most engagements involve close coordination with the CPA, attorney, or wealth manager already in the picture.
If you advise CEOs of $5–50M companies and want a financial advisory partner you can trust your most complex clients with, let's connect.
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