Legal

Disclaimer

Finn CFO, LLC (“the Company”) provides fractional Chief Financial Officer (CFO), strategic financial planning, financial modeling, transaction readiness, and operational consulting services to corporate clients.

Separation of Services & Business Activities

Finn CFO, LLC operates strictly as an independent financial management and business advisory firm. The Company is not a direct lender, commercial capital provider, private equity fund, broker-dealer, or investment bank.

While leadership or affiliated entities may separately manage, control, or operate independent private equity, venture, or commercial lending vehicles — including Basin Peak Capital — Finn CFO, LLC is a completely separate operating entity. Engagement with Finn CFO, LLC does not constitute an offer, solicitation, or commitment of capital, equity, debt financing, or credit from Basin Peak Capital or any associated investment entity, nor does it establish any cross-collateralized, joint-venture, or shared corporate affiliation between clients and external capital pools.

General Information

The content, financial models, frameworks, articles, and tools presented on this website—and during any preliminary consultations—are provided solely for general informational and operational purposes.

No Investment, Securities, or Lending Advice

The Company does not provide public investment advice, retail financial planning, wealth management, or securities brokerage services, nor does it sell or trade financial instruments. Any private capital transactions, debt arrangements, or equity co-investments referenced hypothetically across general business materials or executed separately by third-party capital partners (including Basin Peak Capital) are strictly private, customized, commercial transactions between sophisticated corporate entities governed entirely by independent, executed definitive agreements.

No Fiduciary Relationship or Financing Commitment

General website navigation, downloading digital assets or templates, or submitting an inquiry via contact form does not create a fiduciary, advisory, or contractual relationship, nor does it constitute an offer or commitment to extend financing. Advisory services are governed exclusively by a separate, executed engagement letter between Finn CFO, LLC and the client.

Not a CPA, RIA, or Law Firm

Finn CFO, LLC is a private corporate advisory entity. The Company is not a Certified Public Accounting (CPA) firm, Registered Investment Advisor (RIA), or legal practice, and does not perform public attestations, audited financial statements, formal legal opinions, or tax return preparations. Clients are encouraged to consult their respective CPAs, tax professionals, and legal counsel for specific accounting, tax, and legal advice.

Privacy Policy

Last Updated: September 2026

Finn CFO, LLC (“the Company”) respects your privacy. This Privacy Policy outlines how we collect, use, and protect your information when you interact with our website.

Information We Collect

  • Voluntary Information: We collect information that you explicitly submit via our contact forms, intake questionnaires, or consultation scheduling tools. This includes your name, email address, corporate contact details, industry, and baseline financial or business performance metrics.

  • Automated Information: Our website hosting platform (Squarespace) automatically collects standard technical data, such as IP addresses, browser types, referral pages, device metadata, and site analytics cookies to optimize performance and usability.

How We Use Your Information

We use your information exclusively to evaluate inquiries, schedule consultations, deliver contracted fractional CFO services, and communicate relevant financial insights. We maintain strict confidentiality regarding all corporate financial data. We do not sell, rent, lease, or trade your personal or corporate information to third parties or marketing platforms.

Data Security & Confidentiality

We apply standard commercial security controls and encryption protocols supported by our site infrastructure. Recognizing the confidential nature of corporate operational metrics, we maintain strict internal data protections. However, no data transmission over the internet can be guaranteed as 100% secure.

Terms of Use

Last Updated: September 2026

Welcome to the website of Finn CFO, LLC (“the Company”). By accessing or using this website, you agree to be bound by the following terms and conditions.

Commercial B2B Use

This website is intended exclusively for business owners, corporate executives, and commercial entities seeking business-to-business (B2B) fractional CFO and financial advisory services. It is not intended for personal, family, or consumer use.

Intellectual Property

All website content, original frameworks, written materials, financial models, layouts, graphics, logos, and brand elements—including the Finn CFO trade mark and visual identities—are the exclusive intellectual property of Finn CFO, LLC and are protected under applicable copyright and trademark laws. Content may not be copied, reproduced, redistributed, or republished without express written consent.

Limitations of Liability

In no event shall Finn CFO, LLC, its members, managers, employees, or affiliates be liable for any direct, indirect, incidental, consequential, or special damages arising out of the use of, or inability to use, the information, tools, or templates on this website, even if advised of the possibility of such damages.

Governing Law

Any claim, dispute, or legal matter arising from the use of this website or the digital operations of Finn CFO, LLC shall be governed by the laws of the State of Colorado, without regard to its conflict of law principles.