Some situations need more than a monthly strategy session. Your controller just left. A private equity sponsor needs board-ready numbers by quarter end. You're raising capital, closing an acquisition, or getting ready to sell. Or the finance team needs someone to build it, lead it and stand behind its numbers. Our Interim / Full CFO service is senior finance leadership with hands on the work, interim or ongoing, sized to what the business needs right now.
Who it's for: PE-backed companies that need a CFO between hires or through a hold period, owner-led manufacturers in a growth surge, turnaround or sale preparation, companies whose finance team needs leadership and a faster close, and government and defense contractors that need audit-ready, DCAA-compliant books.
Everything in Part-Time CFO, plus:
Leadership of the full finance function: accounting, payroll, tax coordination, and AR and AP.
A faster, cleaner monthly close. I've cut closes from three weeks to five days more than once.
Capital raising and lender relationships: term loans, lines of credit, covenants and borrowing bases, negotiated from strength.
Board, lender and sponsor reporting that holds up to scrutiny, plus custom financial systems: standard costing, job costing, quoting tools and ERP improvements.
Deal support and team building: quality-of-earnings prep, due diligence, acquisition integration, and hiring and training your accounting staff.
A buyer pays a multiple of earnings they can prove. Their accountants will take apart your reported profit, and the most common thing they remove is profit that's really just inventory sitting in the warehouse. The improvements you get paid for are the ones already in your numbers when the buyer arrives. If a sale is 12 to 24 months away, now is the time to start.
Interim or ongoing: interim engagements typically run until a full-time CFO is hired or the transition is complete. Time is agreed up front and can scale up during a close, a financing or a deal.
Price: from $10,000/month, based on scope. Not sure which tier fits? Start with a free Cash Clarity Call and we'll figure it out together.
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