Outsourced CFO Services

Companies experiencing transition, growth, or distress have a lot at stake. Stakeholders and investors of emerging-growth and mid-sized businesses need visibility, confidence, and decision support to successfully navigate complex business environments.


Outsourced CFO

BPM’s CFO Services embeds tenured finance executives into your team to help your company make smarter, better decisions during times of growth and transition. We have experience working with public and private companies — often venture and PE-backed — going through distress, hyper-growth, or a transaction.

Financial Expertise Where and When You Need It
Beyond finance, accounting, and reporting, our teams collaborate with yours to drive business transformation. We are also able to leverage the expertise of BPM’s tax, audit, and consulting professionals.

BPM works quickly to identify your unique needs to avoid disruption to the continuity of your business. We have over 200 investor relationships and experience with more than 500 transactions over the past six years.

Our team of CFOs and Controllers are long-term employees of BPM working on an interim, fractional, or project basis. Our suite of services helps your company navigate the complexities of M&A transactions, rapid growth, turnarounds, the departure of a CFO/Controller, and one-time system and compliance program implementations.

For Founders and CEOs

  • EBITA/Multiple Expansion
  • Forecasting and Modeling
  • Fundraising Support
  • Diversifying Personal Assets
  • M&A Execution

For Investors

  • Late-Stage Due Diligence
  • Carve-Out/Transitional Service Agreement Diligence and Execution
  • Investor Onboarding and Cash Management
  • Integrations/Debt Covenant Compliance
  • Human Capital Optimization

For the Board

  • Risk Mitigation
  • Strategy Execution
  • Bank Relationship Support
  • Leadership Assessment
  • Feasibility Assessment

For CFOs

  • Working Capital Improvement
  • Treasury Management
  • Investor Reporting
  • Month-End Close Support
  • Process Improvement

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