About Our Company

Why Sustain CFO?

Our Vision

Together with our clients we create a brighter, more resilient future where sustainable business models power a sustainable economy. Contact us.

Our Mission

Our Mission is to elevate sustainable business practices in pivotal industries. We are strategic partners informing critical business decisions and leading the way towards our clients economic north star.

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Client Satisfaction
Josh Notes and Phil Maffei - Sustain CFO

Grow from a Foundation of Sustainability

In today’s ever-evolving business landscape, there’s a dangerous trend of leaning heavily on unsustainable economic blueprints.

These not only jeopardize businesses but also the fabric of our society, especially in cornerstone industries like health, education, technology, and energy. The era of private equity-driven, over-leveraged ventures, detached from genuine financial realities, is untenable and nearing its twilight.

At Sustain CFO, our commitment is deeper than just numbers. We collaborate with partners aiming to harness the positive potential of economic forces. Together, we’re dedicated to propelling industries that truly matter, forward — sustainably and strategically.

We're not your average CFOs

More Than Just Numbers

We go above the conventional boundaries of financial consulting. We excel at integrating financial intelligence with robust strategies to optimize your business systems and decision-making processes.

We operate at the intersection of finance, strategy, and execution, ensuring that your business isn't just financially sound, but also well-poised for sustainable growth and success.

Experienced & Vetted

Sustain CFO is a fusion of decades of rich experience across diverse departments and industries. Our expertise isn't confined to just one aspect of your business; we bring a holistic perspective that encompasses various facets necessary for a thriving, resilient enterprise.

Our comprehensive experience serves as a treasure trove of insights and strategies, aiding you in navigating the complexities of business management with finesse and confidence.

We're Entrepreneurs at Heart

At Sustain CFO, we stand apart as more than just financial experts – we are seasoned entrepreneurs who've lived through the journey ourselves.

In contrast to the conventional corporate 'suit and tie' CFOs, we embody the vibrant spirit of entrepreneurship. This allows us to empathize with your journey, offering insights that are not just theoretical but steeped in real-world experience and practical wisdom.

Over 50 years of combined CFO experience

Josh Notes

Josh Notes

Managing Partner, CEO

As a former CEO, Notes founded and led a start-up energy company to over $10M in total revenue, before transitioning to helping small businesses plan for growth through strategic financial consulting. Notes excels at helping leaders operationalize strategic financial insights to increase profit, valuation & impact on the world. He was awarded SBA Young Entrepreneur of the Year, and remains a renewable energy entrepreneur, leading the development of a $250M pipeline of clean energy assets.

Phil Maffei

Phil Maffei

Managing Partner, CFO

Phil Maffei brings over 15 years of strategic finance experience, leading financial teams of global organizations through growth transformations and exit events. He has managed the forecasting of P&Ls in excess of $1B in EBITDA and led diligence, integration, and investor relations efforts. His experience also includes the design and implementation of ERP and CPM Systems. In his last role prior to joining SAB, he was the corporate finance process leader during a 2-year, $6B sale process of Dun & Broadstreet.

Ara Mendoza

Ara Mendoza

Senior Financial Analyst

Ara is a seasoned accounting professional, boasting over two decades of expertise in financial accounting and audit compliance. Her extensive career includes serving as an internal audit examiner and a regulatory compliance assistant within the banking sector, where she honed her skills over several years. Additionally, Ara has contributed her financial acumen to a non-governmental organization, where she served as a financial accountant responsible for meticulously tracking donor contracts, preparing comprehensive budgets, and conducting detailed expense analyses, all in support of donor reporting.

“In late 2021, I embarked on a fulfilling journey as a part of the SustainCFO team, and it has proven to be an incredibly enriching experience. The company fosters a warm and welcoming work environment that immediately made me feel at home.

Beyond the comfortable setting, what truly sets SustainCFO apart is the exceptional caliber of my colleagues. Not only are they immensely talented, but they also embody a remarkable level of support and camaraderie, akin to a closely-knit family. This collaborative spirit has proven to be an invaluable asset, with my colleagues consistently available to offer their expertise and assistance whenever it is needed. Indeed, being a part of the SustainCFO team has been a true blessing in my professional journey.”

Mark Hoehn

Mark Hoehn

Fractional CFO

As a successful finance leader, I am known for driving results. My history of meeting or exceeding financial objectives while sustaining profitability enabled me to work as a trusted business partner. I look at the business from a strategic perspective and work with my operational partners collaboratively to deliver company business objectives. As a devoted global leader, I take pride in developing my team members globally to be the best they can be while achieving their career goals. I am an excellent communicator with a strong work ethic and great team player.

My Sustain CFO experience to date has been a perfect fit
for me. I am at a point in my life that I really want to continue to offer my experience and knowledge to businesses and to fellow
teammates, while also having a work/life balance with
limited stress.

Sustain|CFO provides me with just that and allows me to spend more time with friends and family while being able to travel and at the same time limiting my stress levels. As for my first and only client to date, the Sustain CFO team worked together with the client to lead them through an independent accounting firms year-end review, required for lending purposes.

We also assisted in driving them to a process to report actuals for Q1/Q2 in a more accurate fashion and helped set them up to produce results timelier for Q3 and beyond.

We also introduced them to a sustainable financial reporting mechanism that they will be able to leverage for the future. We hope that we will be able to continue to help them improve in the future.

Financial Advice You Can Trust

Our Process Creates Results

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Of Clients

Report better managing their business' financial system

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Of Clients

Report better strategic decision making process

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In Successful M&A Deals

For which we have led the valuation & due diligence

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Client Revenue

For which we have overseen financial operations

Don’t just take our word for it

Find out why so many companies love working with us

Dr. Marcus Patterson
Dr. Marcus Patterson

Full circle mental health

“Ever since I partnered with Sustain A Business, everything financially improved. I know where my risk is in the business, and make consistent decisions based on our conversations!"

Isabel Abrams
Isabel Abrams

Partner at Abrams Justice

Now we are planning 1-3 years into the future and I feel like I have control of our business destiny. Working with them has been game changing for our business.”

Amy York
Amy York

Operation director at Paramount Energy

“I have partnered with Sustain | A | Business to maintain and grow my energy business... We have navigated taxes, employees, contracts, government regulations and permitting, and I am filing my taxes early for the first time ever.”

Max Durovic
Max Durovic

CEO at AArow Advertising

5 years, the business acumen gained has allowed us to develop sophisticated financial practices and has helped our entire organization implement cost saving measures that hit our bottom line."

Featured Press

Phil Maffei & Josh Notes On The 5 Essentials for Smart Investing

People think it’s this big, exciting, single bet, but it’s really a lot of small, simple things that you do over a long period of time. Additionally, you have to learn how to manage risk and understand the corners around which it lurks. If you learn nothing else, learn that piece first. Learn how to mitigate the risk, period..

Phil Maffei Interview with Ethan Chazin

People think it’s this big, exciting, single bet, but it’s really a lot of small, simple things that you do over a long period of time. Additionally, you have to learn how to manage risk and understand the corners around which it lurks. If you learn nothing else, learn that piece first. Learn how to mitigate the risk, period..

Phil Maffei & Josh Notes On The 5 Essentials for Smart Investing

People think it’s this big, exciting, single bet, but it’s really a lot of small, simple things that you do over a long period of time. Additionally, you have to learn how to manage risk and understand the corners around which it lurks. If you learn nothing else, learn that piece first. Learn how to mitigate the risk, period..

Schedule a Free Executive Financial Consultation

Interested in having an executive sounding board on the current state of your business finances?
Even if we don’t end up being the right fit for you, we’ll gladly help direct you to the best solution. 
Elderly businessman shaking hands with partner