Strategic Advisory
Strategic CFO Advisory & Business Valuation
Experienced financial guidance for business owners facing important decisions, transactions, and transitions.
40+
Years as CPA, CFO & Valuation Expert
400+
Valuation Reports Prepared
$1M–$75M
Fractional CFO Client Revenue Range
CPA/ABV, CVA
Credentialed, Knowledgeable
What We Do
Areas of Practice
Four core disciplines — each backed by the depth of experience and professional judgment that comes from 40+ years as a CPA, CFO, and valuation expert.
Financial Advisory & Valuation
Over 400 valuation reports since 2006 — spanning estate and gift tax, marital dissolution, litigation support, and exit planning. Experience and professional judgment you can rely on.
Fractional CFO & Business Consulting
Senior CFO experience for businesses from $1M to $75M in revenue. Across logistics, manufacturing, construction, professional services, and more — Mid-Atlantic and beyond.
Litigation Support & Expert Witness
Business valuation, forensic accounting, and damages calculations for complex disputes. Court-tested testimony in Maryland, Virginia, and North Carolina.
Exit Planning & Transactions
Guiding business owners through buy-side and sell-side transactions since 2001 — from initial valuation through closing.
About the Firm
Senior Expertise. Every Client.
For more than 40 years, Jerry Wilcoxon has advised business owners, executives, and professional advisors through complex financial decisions. His experience spans business valuation, financial management, litigation support, and strategic advisory services across a wide range of industries.
Jerry is often brought in when the financial picture is complex — whether a business is preparing for a sale, facing a dispute, working through financial challenges, or simply needs experienced leadership to determine the best path forward. He has helped companies rebuild their financial foundation, strengthen operations, and position themselves for successful transitions and exits.
Clients work directly with Jerry throughout every engagement. His hands-on approach combines decades of financial expertise with practical business judgment, providing clients with clear analysis, candid guidance, and solutions tailored to their circumstances.
"We work with a select number of clients — ensuring each receives the focused attention and senior-level engagement their situation demands."
Ready to Work Together?
Complex challenges require experienced advisors. Let's discuss how Wilcoxon Consulting can support your objectives.
Schedule a Consultation