CFO Advisory Services

Seasoned CFO Advisory Consulting to Support Your Success

Our CFO advisory consulting will add value to your business, whether you are an early start-up through to maturity.  The knowledge and skill set offered by a CFO are often necessary and sought after during each stage of a company’s life cycle. Our CFO advisory services offer you the opportunity to access our expertise helping companies evaluate strategic opportunities like potential mergers and acquisitions, advice on equity transactions or fundraising, and support of your financial operations to ensure GAAP compliance.

Our CFO advisory services can support your company through:

• Interim needs due to an unexpected vacancy in the CFO position
• Mergers and acquisitions requiring temporary financial leadership to negotiate (pre-close) and integration or disposition (post-close)
• Demands for improved management requiring mentoring or enhanced leadership skills
• Complex financial transactions and operations requiring a CFO for a finite period of time

Our team of professionals will rapidly assess opportunities and threats to deliver CFO advisory that provides measurable value on a cost-effective basis. We have diverse experience in everything from corporate finance and strategic planning to M&A readiness and transactional support.

Here is a closer look at our interim management services.

Operational Support

• Accounting software selection, implementation, and enhancement
• Budgeting, forecasting, and financial modeling
• Cash flow, burn rate, and working capital management
• Finance optimization and financial improvement plans
• Vendor contract review and procurement analysis

Corporate & Investor Operational Support

• Corporate governance and compliance
• Financial reporting and accounting
• Financial, business, and strategic planning and implementation
• Corporate financing (debt or equity)
• Investor and board reporting
• Key metric benchmarking and trend analyses
• M&A support
• Risk management and insurance

Need Our Expert CFO Advisory Services?

Regardless of the circumstances, you deserve support from proven C-level executives with finely-tuned operational, corporate, and strategic finance skills. Our experts understand your business challenges and will seamlessly integrate with your team to hit the ground running. We have served companies of every size in a variety of industries in roles like CFO, VP of Finance, and Corporate Controller.