CFO Support Services

We work with management, equity owners and other stakeholders to analyze financial and operating functions to help achieve strategic objectives. We have implemented innovative financial and operational solutions across hundreds of organizations.

Our Services Include

Office of the CFO

We support the Finance function through infrastructure improvements in people, processes and technology.  

  • CFO transition

  • Cost takeout

  • Finance optimization / automation

  • Cash management

  • Budgeting

  • Reporting

Performance Improvement

  • For companies facing temporary challenges, our services include implementing detailed liquidity management processes, and identifying performance improvement opportunities.

  • We serve as a surge resource for companies who need assistance with special projects, including optimizing financials and operational models.

Transaction Advisory

  • For companies experiencing growth, our services include helping scale financial and operating functions for further growth, assisting with capital raises from private or public markets and helping prepare for M&A and merger integration.