Insights

CFO Outsourcing Value Target mid-market organizations seeking outsourced CFO and finance function support, leveraging Core’s experience across industries to offer strategic financial leadership, cost control, and scalability.

Acquisition Support Position Core as a partner for due diligence and integration services, appealing to buyers and sellers in M&A activity who need robust financial analysis, benchmarking, and post-close execution support.

Calyx Insight Advantage Highlight the Calyx Insight financial workflow solution as a differentiator for clients needing real-time financial visibility, forecasting, and streamlined decision making to improve profitability.

Tech Stack Leverage Leverage Core’s modern tech stack (iCIMS, Microsoft 365, React, Webflow, DigitalOcean) to offer scalable, secure, and compliant finance operations support with efficient onboarding and data handling.

Growth Readiness Target firms positioned for growth (revenue in the lower-mid market to upper-mid market) that require scalable finance leadership, reporting cadence, and process optimization to sustain expansion.

Similar companies to Core Business Advisors, PLLC

Core Business Advisors, PLLC Tech Stack

Core Business Advisors, PLLC uses 8 technology products and services including iCIMS, Webpack, Microsoft 365, and more. Explore Core Business Advisors, PLLC's tech stack below.

Core Business Advisors, PLLC's Email Address Formats

Core Business Advisors, PLLC uses at least 1 email format:
Core Business Advisors, PLLC Email FormatsExamplePercentage
First.Last@okccfo.comJohn.Doe@okccfo.com
100%

Frequently Asked Questions

What is Core Business Advisors, PLLC's official website and social media links?

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Core Business Advisors, PLLC's official website is okccfo.com and has social profiles on LinkedIn.

How much revenue does Core Business Advisors, PLLC generate?

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As of September 2026, Core Business Advisors, PLLC's annual revenue is estimated to be $10M - $25M.

What is Core Business Advisors, PLLC's NAICS code?

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Core Business Advisors, PLLC's NAICS code is 52 - Finance and Insurance.

How many employees does Core Business Advisors, PLLC have currently?

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As of September 2026, Core Business Advisors, PLLC has approximately 12 employees across 1 continents, including North America. Key team members include Partner: J. T. B., Partner: S. B. and Partner: T. C. Explore Core Business Advisors, PLLC's employee directory with LeadIQ.

What industry does Core Business Advisors, PLLC belong to?

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Core Business Advisors, PLLC operates in the Financial Services industry.

What technology does Core Business Advisors, PLLC use?

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Core Business Advisors, PLLC's tech stack includes iCIMS, Webpack, Microsoft 365, React, Webflow, HSTS, Piwik PRO Core and DigitalOcean Web Hosting.

What is Core Business Advisors, PLLC's email format?

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Core Business Advisors, PLLC's email format typically follows the pattern of First.Last@okccfo.com. Find more Core Business Advisors, PLLC email formats with LeadIQ.

When was Core Business Advisors, PLLC founded?

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Core Business Advisors, PLLC was founded in 2010.
Core Business Advisors, PLLC logo

Core Business Advisors, PLLC

Financial ServicesOklahoma, United States11-50 Employees

Core Business Advisors, PLLC operates in the Financial Services sector as a management consulting firm that provides outsourced CFO services as well as other accounting and finance tasks for companies of varying sizes across diverse industries. It also supports due diligence and related activities in acquisition transactions. The firm is based in Oklahoma City, Oklahoma.
In 2019, Core launched Calyx Insight, a financial workflow management solution that helps clients manage and access financial information more effectively. The company positions itself as a mid-sized professional services provider focused on financial management and strategic transactions, serving clients across multiple industries.

Section iconCompany Overview

Website
okccfo.com
NAICS Code
52 - Finance and Insurance
Founded
2010
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Core Business Advisors, PLLC's revenue is estimated to be in the range of $10M - $25M

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