Outsourced CFO Services

Services | Advisory | Managed Services | Outsourced CFO & Controller

Access to seasoned finance executives to help you navigate the complexity

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.

Meet Our Team

Terry Hill

Partner, Advisory
Private Capital Markets Co-leader

Learn More

Brenda Rose

Managing Director, Advisory

Learn More

Who we work with

Founder/CEO	Investors	Board	CFO
EBITDA/Multiple Expansion	Lake-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.