Steven M. Plumb
Contract CFO | 30+ Years of SEC Reporting, M&A, and Capital Formation Expert Helping Businesses Succeed and Go Public
- Role
- Business Owner at Clear Financial Solutions, Inc
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Steven M. Plumb
I help small and mid-sized businesses navigate the complex world of SEC reporting, M&A…
Experience
Business Owner
Clear Financial Solutions, Inc
Jun 2007 — Present · Houston, TX, US
I founded Clear Financial Solutions to provide contract CFO, M&A, and SEC reporting services to both public and private companies. My focus is on delivering data-driven financial leadership that helps businesses grow and succeed.Key accomplishments- Founded and led a consulting firm offering contract CFO services for microcap public companies and those planning to go public- Specialized in SEC reporting, capital formation, and M&A deal structuring- Raised over $40 million in capital for clients across various industries- Delivered credible, investor-ready financial statements that support strategic growth- Improved profitability and operational efficiency for companies in healthcare, tech, energy, real estate, government, and nonprofits- Founded two service businesses, four technology ventures, and one oil and gas company- Partnered with clients to navigate complex financial challenges and drive long-term success
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