What Is Interim? What Is Part-Time/Fractional? What is Project?

Our CFOs provide outsourced services based upon unique agreements with our clients. No corporate overhead, no fringe benefit expense. Typical arrangements involve engaging the partner as an independent contractor, although it’s not uncommon for our CFOs to be paid as W-2 employees if it’s more appropriate to do so.

Interim CFOs fill the role of a full-time CFO following the departure of the previous CFO in mid-sized and larger companies.

A part-time/fractional CFO provides affordable financial leadership and expertise to support executives leading growing businesses, often spending several days per week or month with a client.

A project CFO provides authoritative financial expertise for a single, high-priority project like software implementations, M&A transactions or other unique initiatives.

We’re Here to Help When…
  • Your accounting department lacks strategic expertise.
  • You need liquidity solutions.
  • You’re facing a bank covenant default.
  • Negative cash flow persists without a remedy.
  • Financial results are frustratingly poor.
  • Your financial plan is falling short.
  • Forecasting your financial future seems impossible.

Many of our services are transferable between industries and applicable to businesses of all sizes. Some of the areas where we provide advice are the following:

Fractional Share (Part-Time) or Interim CFO
  • Strategic Leadership
  • Accounting Function Design & Oversight
  • Financial Leadership
  • Operations Management
  • Organizational Restructuring
  • P&L Management
  • COO Services
Internal Reporting & Processes
  • Acquisition Integration
  • Budget Development & Management
  • Cash Flow Forecasting & Management
  • Financial Planning & Analysis
  • Pricing Design & Analysis
  • Product Line Analysis
  • Profitability Analysis
Finance Projects
  • Business Plans
  • Change Management
  • Contract Negotiations
  • Cost-Reduction Initiatives
  • Debt Management
  • Treasury Structuring
  • Leasing Programs
  • Loan/Line of Credit Negotiations
  • System Selection & Implementation
Planning, Budgeting & Modeling
  • Strategic Planning & Execution
  • Budget Development & Management
  • Emerging Growth
  • Financial Modeling & Performance Tracking
  • Startup & Fast Growth
  • Coordination of Tax Planning & Management
M&A Transactions
  • Acquisitions & Divestitures
  • Debt & Equity Financings
  • M&A Due Diligence
  • Transaction Structuring
  • Exit Planning & Execution
  • Offering Documents
Compensation Management
  • Equity-based Incentive Advice
  • Management Incentive Design
  • Performance Management & Incentive Programs
  • Stock Option & Stock Purchase Plan Management
  • Retirement Plan Development
  • Payroll & Benefit Conversions

Ready to elevate your business?