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Brian Monbouquette

CPA, Managing Director

Brian works with middle market and emerging growth companies as an interim or fractional CFO, and as a financial consultant applying his extensive experience in tax, capital raising, M&A, and partnering. Brian has 30+ years of experience as a former Big 4 and regional firm tax partner, and as a CFO for a variety of high growth companies, predominantly with firms in healthcare/life sciences, software/Internet services, clean energy manufacturing, and other services.

Brian started his career in the Boston and Providence offices of Price Waterhouse, where he worked for 23 years with both large multinationals and emerging growth companies, as well as with venture capital funds, healthcare providers, and the country’s largest independent hydro site consolidator.

Since leaving PW, Brian has been active in both private operating management and public accounting roles. He has been a partner with leading regional public accounting firms in New England and the Southeast, providing business and tax advice to middle market and emerging growth clients. He has worked with clients involved in software, internet services, health IT, life sciences, medical devices, venture capital and private equity, manufacturing, and various services on subjects including M&A, international expansion, multistate taxation, family ownership transition, executive compensation, and various tax minimization opportunities.

Brian has also been full-time or fractional CFO for several early stage, high growth businesses. He helped raise over $17M and grow a startup online trading marketplace to over 130 personnel prior to eventual sale of that company. He was COO and CFO of a consulting firm that grew to more than 40 full-time and “on call” consulting resources providing services primarily to the Fortune 500. He also was founding Treasurer of a professional group organized to share best practices in the burgeoning area of alliance development and management.

Over the last four years, Brian has acted as fractional CFO for a growing, multi-office consulting group. He was also co-founder and fractional CFO of a startup nutritional food company, and the fractional CFO and financial advisor for numerous other early stage companies. He has also been principal advisor on Federal and State tax incentives for numerous early stage companies, and he acts as fractional tax policy and compliance counsel for an early stage SaaS tax services business for contractors in the on-demand economy.

+ Specific Client and Project Experience

+ Professional Associations

+ Education, License & Certifications

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