Steve Voss

About Steve Voss

As the Founder & CEO of CPX Partners, I specialize in guiding financial advisors through…

Experience

1. Founder & CEO

   Cpx Partners

   Aug 2025 — Present · Tampa, FL, US

   As the founder of CPX Partners, I help financial advisors move, scale, and exit with clarity and confidence. CPX is a full-service advisory firm built to support every stage of the advisor lifecycle from transition to long-term growth to eventual succession.We provide a wide range of strategic and operational support, including:• Recruiting & due diligence guidance• Transition execution & onboarding• Business coaching & growth strategy• Fractional CFO services• Valuation and equity modeling• Succession & continuity planningI lead with a data-driven approach, helping advisors make smart, grounded decisions that reflect both their professional goals and personal values. Every engagement is tailored, high-touch, and built on the core belief that advisors deserve more than a cookie-cutter path to independence, they deserve a partner who’s been there.

Education

• Florida State University

  Master of Accounting

  2007

• Florida State University

  Bachelor of Science

  2002 — 2006

Skills

• Financial Accounting
• Process Improvement
• Gaap
• General Ledger
• Payroll
• Auditing
• Us Gaap
• Cpa
• Financial Statements
• Strategic Planning
• Inventory Management
• Contract Negotiation
• Strategic Financial Planning
• Accounts Payable
• External Audit
• Variance Analysis
• Forecasting
• Sarbanes-Oxley Act
• Internal Controls
• Financial Reporting
• Financial Analysis
• Budgets
• Accounting
• Internal Audit