Outsourced CFO Services

Access to seasoned finance executives to help you navigate the complexity

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CFO Services

BPM’s Outsourced CFO Services team partners with founders, CEOs, boards, and investors to embed talented and tenured finance executives within organizations to help lead through periods of transition.

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. the talent to serve your current needs – and help chart the course for future growth.

Who we work with

EBITDA/Multiple ExpansionLake-Stage Due Diligence + 100 DaysRisk MitigationWorking Capital Improvement
Forecasting and ModelingCarve-Out / TSA Diligence and ExecutionStrategy ExecutionTreasury Management
Fundraising SupportInvestor Onboarding and Cash ManagementBank Relationship SupportInvestor Reporting
Diversifying Personal AssetsIntegration / Debt Covenant ComplianceLeadership AssessmentMonth-End Close Support
M&A ExecutionHuman Capital OptimizationFeasibility AssessmentProcess 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.

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