Jayson Potts
President and CFO
President and CFO-level partner leading IPO, merger, ERP, and turnaround engagements across oil and gas, midstream, manufacturing, and long-term care clients.
Jayson is the operator clients call when the numbers, the systems, and the deadline are all fighting each other at once. He builds the plan, staffs it, and closes it out.
He works through customized solutions that often find money nobody knew was there. Over the last decade he has saved clients more than $8 million, redeployed into other initiatives. He has led $7.5 billion in transaction value across IPO, reverse merger, and acquisition integration work.
Areas of expertise
ERP implementation
Built an early enterprise finance system for ASC 606 revenue recognition, covering $1 billion in revenue and cutting contract review staff 70 percent.
IPO and public filings
Orchestrated the S-1 filing and subsequent 10-Q and 10-K filings for an exploration and production company in under six months.
Reverse merger
Led a $168 million S-4 reverse merger for a long-term care client, managing 25 consultants, employees, and auditors.
M&A integration
Led 50 employees and consultants through a $2.4 billion merger, covering due diligence, valuation, and system integration.
Close and consolidation
Cut closing time by 25 days using a closing calendar, GAAP and SEC metrics, and automated reports, saving 30 percent of monthly overhead.
CFO advisory
Cut costs and lifted asset value 25 percent for a $100 million oil and gas company, building its first five-year strategic plan.
Transformation: a $2 billion midstream company
Re-engineered operations, accounting, finance, and marketing in a full transformation project. Closing cycle dropped from 20-plus days to 10, with monthly savings of more than $500K.
Services
Core competencies
- IPO readiness and implementation
- Merger, acquisition, and integration
- ERP implementations
- Process improvement
- CFO advisory
- Project and change management
- Turnaround and restructuring
Systems and technology
- SAP, Oracle, MS Dynamics
- QuickBooks, Bolo, Wolfepak
- Quorum, Enertia
- JIRA, Confluence, MS Project, Visio
- Excel and Access, advanced user
Industry experience
- Midstream
- Exploration and production
- Oil and gas services
- Manufacturing
- Construction
- Nonprofits and long-term care
- Private equity
Transaction experience
- $7.5 billion in total transaction value
- IPO S-1, 10-Q, and 10-K preparation
- S-4 reverse merger filings
- Due diligence and purchase price allocation
- Post-acquisition system integration
Relevant experience
- President and CFO-level partner, C-Suite Support Inc.
- $2.4 billion merger and post-acquisition integration lead (50-person team)
- $168 million S-4 reverse merger, long-term care
- IPO S-1 and ongoing SEC reporting, exploration and production
- $2 billion midstream transformation program
- $100 million oil and gas strategic plan and capital drilling program
We have relationships built over the last 20 years throughout North America, so multiple members of a C-Suite can step in together when an engagement calls for it. We draw on existing relationships, employees, and other C-Suite Support team members to scale to a client’s needs. Fractional CFO work is more than a part-time CFO. It is a discipline of its own to coordinate fractional engagements well.
Education and credentials
- BSBA Finance, University of Tulsa, Tulsa, OK
- MBA Accounting, University of Phoenix
Want Jayson in the room?
Book a 30-minute Clarity Call. We will tell you whether ongoing CFO leadership is the right next step, and which of our CFOs fits your business best.
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