CFO Services
Access strategic financial leadership – from executive guidance to interim management – to navigate your financial complexities
Our experienced team of CFOs are long-term employees of BPM and work on an interim, fractional, or project basis. Whether you’re looking for a virtual CFO, part-time CFO, or fractional CFO, our team has decades of first-hand experience with navigating complexities faced by emerging-growth and mid-sized companies like yours: such as buy-side and sell-side M&A transactions, rapid growth, turnarounds, the unexpected departure of a CFO/Controller, or system and compliance implementations. Our team has the talent to serve your current needs – and help chart the course for future growth.
Who we work with:
| Founder/CEO | Investors | Board | CFO |
|---|---|---|---|
| EBITDA/Multiple Expansion | Late-Stage Due Diligence + 100 Days | Risk Mitigation | Working Capital Improvement |
| Forecasting and Modeling | Carve-Out / TSA Diligence and Execution | Strategy Execution | Treasury Management |
| Fundraising Support | Investor Onboarding and Cash Management | Bank Relationship Support | Investor Reporting |
| Diversifying Personal Assets | Integration / Debt Covenant Compliance | Leadership Assessment | Month-End Close Support |
| M&A Execution | Human Capital Optimization | Feasibility Assessment | Process Improvement |
CFO services: Our approach
We work in close collaboration with your leadership team to quickly scope and identify your unique needs to avoid disruption to your business. Beyond finance, our teams collaborate with yours to drive business transformation — tapping into the expertise brought to you by the sector and technical expertise of BPM professionals across our tax, audit, and consulting practices.
Meet our CFO Services Leaders
Start the conversation
Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.