CFO Services

Strategic financial leadership when you need it most: Your fractional CFO solution starts here.

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Strategic financial leadership that drives business performance 

Growing businesses often reach critical junctures where senior financial leadership determines success. Whether you’re navigating rapid growth, preparing for investment, managing unexpected departures, or need strategic guidance without full-time commitment, the right CFO leadership is essential.  

At BPM, our experienced CFO professionals provide the strategic financial guidance, operational oversight, and leadership capabilities you need to navigate complexity and accelerate growth. 

Our approach to strategic CFO leadership

We combine strategic thinking with hands-on execution to provide CFO leadership that aligns with your business needs and growth trajectory. Our services focus on delivering immediate value while building sustainable financial capabilities. 

Collaborative leadership approach

Our experienced CFO team works closely with your leadership to quickly identify unique needs and avoid business disruption while providing strategic guidance across all financial functions. 

Comprehensive business support

We go beyond traditional finance roles to drive business transformation, leveraging sector knowledge and technical capabilities from across BPM’s tax, audit, and consulting practices. 

Flexible engagement models

Moving beyond one-size-fits-all solutions, we provide interim, fractional, or project-based services that adapt to your specific situation and timeline requirements. 

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Comprehensive CFO services 

CFO Services

Interim CFO Services

Our interim CFO professionals provide full-time leadership during transitions, managing critical operations while building long-term capabilities and maintaining stakeholder relationships.

Fractional CFO Support

We deliver part-time CFO services that provide strategic guidance and operational oversight without the cost and commitment of a full-time executive position.

CFO Advisory

Our advisory services provide senior-level counsel on specific challenges including M&A transactions, capital raising, system implementations, and strategic planning initiatives.

Finance Function Optimization

We help you evaluate and enhance your entire finance operation, focusing on process improvement, technology advancement, and organizational development.

Who we serve and how we help 

Our CFO services support various stakeholders across different business situations: 

  • Founders/CEOs: Strategy execution, fundraising support, investor onboarding, and cash management guidance 
  • Investors/Boards: EBITDA/multiple expansion, late-stage due diligence, risk mitigation, and investor reporting 
  • Finance Teams: Month-end close support, forecasting and modeling, treasury management, and process improvement. 
  • Growth Companies: Working capital improvement, M&A execution, integration support, and debt covenant compliance 
      

Building financial leadership capabilities 

Your business needs strategic financial leadership while managing costs and maintaining operational focus. Our approach includes: 

  • Decades of hands-on experience with emerging-growth and mid-sized company challenges. 
  • Deep understanding of buy-side and sell-side M&A transactions, rapid growth scenarios, and turnaround situations. 
  • Proven ability to manage complex situations including unexpected departures, system implementations, and compliance requirements.

Fractional and Interim CFO Projects

Liquidity Rescue

PE-Owned CPG Company

Rescued from financial distress, restated financials, stood up new entity, prevented a cash flow crisis, secured refinancing, led acquisition due diligence, and stabilized operations.

Crisis Stabilization

PE-Owned Infrastructure and Industrial Services

Prevented financial default, restored operational functionality, recovered cash, stabilized lender relationships, and implemented long-term financial infrastructure.

CEO Recruitment

PE-Owned Rheumatology Clinics

Placed a CFO with healthcare and M&A expertise, overcame compensation challenges, aligned CEO and investor priorities, and ensured financial readiness for PE-driven expansion.

Profitability Turnaround

Medical Device Manufacturer

Averted financial decline, restored investor confidence, implemented cost-saving initiatives, optimized pricing, and positioned the company for long-term profitability.

Financial Crisis Management

Performing Arts

Stabilized financial operations, navigated complex union negotiations, strengthened board reporting, and developed a strategy to address declining revenue and long-term sustainability.

Interim Leadership

Social Services

Uncovered financial misstatements, stabilized financial operations, extended funding runway, and provided critical leadership during executive turnover and government funding uncertainty.

Financial Reconstruction

PE-Owned Media Company

Corrected financial misstatements, restored investor confidence, stabilized critical financial functions, implemented internal controls, and ensured regulatory compliance.

Financial Overhaul

Digital Media / Broadcasting

Stabilized post-bankruptcy cash flow, restructured unprofitable contracts, optimized costs, enhanced financial reporting, and navigated system transitions.

Financial Overhaul

Pre-IPO SaaS Company

Resolved IPO compliance risks, stabilized cash flow, mitigated churn, enhanced investor confidence, and secured critical growth capital.

Financial Restructuring

AI Data Development Company

Reduced cash burn, strengthened financial governance, ensured ASC 606 compliance, optimized cash flow, and secured essential growth funding.

The BPM difference: Beyond standard fractional CFO support 

When you work with BPM, you gain strategic partners committed to your business success: 

  • Long-term BPM professionals who understand our collaborative culture and comprehensive service capabilities 
  • Business-focused approach that connects financial strategy with operational realities and growth objectives 
  • Cross-functional support that leverages the full breadth of BPM's professional services 
  • Flexible service delivery that provides the right level of support when you need it most 
  • Proven track record with companies facing similar challenges and growth trajectories 
  • Strategic perspective that builds financial capabilities while managing current requirements  

By partnering with BPM, you're gaining the strategic financial leadership needed to navigate complexity and position your business for sustainable success. Together, we'll build financial capabilities that drive performance and support your long-term objectives. 

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.