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About Third Road Management

Third Road Management, a pioneer in the booming fractional services industry with a nationwide presence, was established in 2015 with a singular mission: to revolutionize how small to mid-sized organizations view and manage their financial operations. Across the nation, there are over one million organizations generating revenues under $100 million that lack the essential strategic, financial, and operational expertise needed to establish a sustainable and scalable foundation. Third Road Management addresses this challenge by offering a re-imagined CFO suite, featuring some of the most skilled Fractional CFOs and Accountants available in the market. For further information, please visit www.thirdroadmgmt.com. At Third Road Management, our mission is to partner with growth-oriented organizations by providing a re-imagined CFO suite. Our vision not only reflects what our team values, but it also aligns with how we bring value to our clients. At our core, true harmony and success are only achieved by cultivating meaningful partnerships and relationships – this is what we bleed, this is “The TRM Way.” 1. Industry Pioneers: We are pioneers and disruptors in the financial services industry who are never satisfied with the status quo. We have a clear vision: The CFO Suite Revolutionized. 2. Partnership Focused: We are trusted and empathetic advisors who provide continuous and confidential white-glove service to unlock our partner’s full potential. 3. People Centric: We love what we do and have fun doing it. Our world-class team embodies a culture that values integrity, service, positivity and authentic connection. 4. Process Minded: We embrace technology, employ best practices and utilize centralized tools and training to deliver consistent operational excellence. 5. Purpose Driven: We are driven by purpose and give back to the communities we serve. It’s the right thing to do and just feels good.

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