A chief financial officer (CFO) sized to what your company needs today.
Raising capital, investing, renegotiating debt or selling the company all call for a chief financial officer, even when a full-time CFO does not fit the budget.
Other areas of this practiceManagement
What we do
What is included in CFO as a Service
Strategic financial analysis
Budgeting, forecasting, capital structure.
Preparation for fundraising, mergers and acquisitions (M&A) or a sale
Board pack, data room (the documents a buyer or investor asks for) and negotiation support.
Participation in board and committee meetings
Representing the finance function.
Debt restructuring
Support in negotiations with financial institutions.
Financial modeling
For investment and expansion decisions.
How it works
How the work happens
- 01
Assessment and scope
Where the company stands (organizing, growing, raising capital, selling) and priority deliverables.
- 02
Initial plan
What changes first, with clear goals.
- 03
Management routine
Regular meeting, report and involvement in key decisions.
- 04
Critical moments
Fundraising, M&A, restructuring, whenever they arise.
- 05
Evolution of the role
From fractional CFO to in-house CFO, if and when the company needs one.
Who it is for
Who this area is right for
Getting started
A first strategic analysis of the finance function, without the cost of a full-time director.
Growing
Preparation for fundraising, professionalization of management, a bridge to succession.
Large companies
One-off support in M&A, restructuring or a transition period between CFOs.
In the ecosystem
What connects to this area
Controllership
The fractional CFO works with the data that controllership organizes. Without a reliable budget and indicators, there is nothing to analyze.
Fundraising
Before raising capital, the fractional CFO prepares the company's presentation and the numbers that those evaluating the transaction will ask for.
Governance and succession
In a family business, the fractional CFO is the bridge between finance and the succession conversation.
Frequently asked questions
Questions from anyone evaluating
How many hours per month does the fractional CFO dedicate to my company?
It depends on the agreed scope and where the company stands. In phases such as fundraising or M&A, the time commitment is usually higher.
Does CFO as a Service replace accounting and BPO?
No. It builds on what accounting and the back office deliver. All three together form the management foundation.
Does it make sense for a company that is not yet going to raise capital?
Yes. Budgeting, forecasting and margin analysis make sense even with no fundraising on the horizon.
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