About the Founder

The advisor's training. The lender's eye. The operator's scars.

Most financial advisors have seen business from one chair. Leo Koo has sat in all three — and spent the last decade as the CFO actually running the play, not writing the memo.

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Leo Koo, CPA Founder — Fractional CFO & Capital Advisory

The Best of Both Worlds

Twenty years, three chairs — one point of view.

Every chair taught a different lesson about what makes a business valuable. Your business gets all three.

The Advisor

What great looks like

Leo started at PricewaterhouseCoopers, inside large private and public companies. That's where the standard got set: what clean numbers, real controls, and world-class finance look like at scale — the standard he holds every client's books to.

The Investor & Lender

How money judges you

Nine years in private equity and mezzanine lending — working shoulder-to-shoulder with CEOs, COOs, CHROs, and CFOs, growing companies through tuck-in acquisitions and new locations, and helping raise a $125M mezzanine fund that invested in small businesses. He knows exactly what buyers and lenders look for, because he was one.

The Operator

What it takes to execute

Two CFO seats over the last decade — a healthcare turnaround, then six years scaling a national trades platform — both so operational in nature that the job was really pseudo-COO. Crews, locations, incentive plans, payroll on hard weeks. Not theory. Reps.

The Story

From the audit room to the operator's seat.

The Foundation

PricewaterhouseCoopers

CPA training inside large private and public companies. Audit taught the discipline that never left: numbers either reconcile or they don't, and everything downstream depends on which.

The Dealmaker's Table

Private equity

Vice President at a multi-billion-dollar private equity firm, working directly with CEOs, COOs, CHROs, and CFOs of portfolio companies — growing them through tuck-in acquisitions and new locations. This is where financial sophistication met real operators.

The Lender's Chair

Mezzanine lending

Helped raise a $125M mezzanine fund investing in small businesses, then spent six years deploying it as a Director — originating and closing 40% of the fund's investments. Small-business owners across dozens of industries, seen through a lender's eyes: can this business generate cash, and can this team execute?

The First Operating Seat

CFO — healthcare turnaround

Named CFO of a healthcare company to lead its turnaround. Operating income up 87% in two quarters, with the 13-week cash flow running the show — the same playbook LeeFO clients get today, proven under real pressure.

+87% operating income in 2 quarters 13-week cash discipline

The Flagship

CFO — national property restoration platform

Six years as CFO of a national trades platform operating from 28 locations across all 50 states — a role so operational it doubled as COO. Built the real-time KPI platform, ran the ground-up budgets, raised the capital, integrated the acquisitions, and kept the numbers clean through five consecutive audits.

$69M → $245M revenue $64M → $398M equity value (5.2x) 143 → 670 employees $330M+ debt raised $66M minority equity 6 acquisitions No PE sponsor

Today

Founder — LeeFO

LeeFO exists to bring that exact system — the PE-grade discipline, the operator's playbook, the capital-markets access — to trades and contracting businesses that can't justify a $350K+ full-time CFO but deserve the same firepower. One flat monthly fee, a repeatable monthly rhythm, and a partner who has actually sat in your seat.

Capital Fluency

He's worked every layer of the capital structure.

From both sides of the table — raising it as an operator, and writing the checks as an investor and lender. When it's time to fund your growth or your exit, there's no structure he hasn't negotiated.

Common equity Minority equity Loans with equity & warrants Mezzanine & subordinated debt Senior facilities Revolvers Syndicated loan facilities

"I view a business through the quality of its people and teams — not by counting beans. The numbers are the scoreboard. The team is the game."

That's why LeeFO's KPIs are owned by your operations team, why incentive plans tie to profitability, and why every engagement is measured in action taken — not reports delivered.

Off the Clock

The person behind the numbers.

Discipline is a lifestyle

Avid exerciser and recovering CrossFit addict. The same rule applies in the gym and in the business: show up every week, measure it, and the compounding does the rest.

Calm under pressure

Skin-diving instructor, advanced and rescue certified diver. Sixty feet down, panic is the only real danger — a useful instinct when a business hits rough water, too.

Se habla español

Fluent in Spanish — spoken and written. In the trades, that's not a hobby line: it means your whole team, front office to field, can talk numbers with your CFO.

Talk to someone who's actually done it.

Thirty minutes, straight talk, no pitch. Bring your numbers — or just bring your questions.

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