Build a World-Class Finance Function for Your Expanding Company

Tap Fortune 500 CFO Experience on Demand for Nearly Every Sector

Our CFO financial consulting services offer more than just innovative financial insight, risk mitigation and systems implementation.

We provide former Fortune 500 CFO experience without the Fortune 500 CFO cost, a go-to team that provides a reliable path forward from your first few million made to hundreds more, regardless of your sector.

And whatever challenges come your way.

Specialized Industries for CFO Financial Consulting Services

With our experience in financial management services, our team has a verified track record of assisting companies in any industry or phase of development succeed in the global business practices listed below.

  • Financial Services and Insurance

    Providing CFO and project management services to financial institutions large and small, regionally and nationally, is our forte. That includes community banks and credit unions, asset managers, insurance companies, mortgage banks, Fintechs and crypto companies.

    Investment advisors, hedge funds, money transfer companies and private equity funds also benefit from our decades of experience.

  • Private Equity Portfolio Companies

    We provide CFO-level financial consulting services to portfolio companies of private equity firms in various industries including technology, manufacturing, distribution, consumer products, business services, transportation/logistic companies, financial institutions, Fintech and healthcare.

    Embedded in their business as a CFO or as a close business partner of the CEO, our financial consultants deal directly and confidently with the buyer’s due diligence team during a sale process. We review and gather key contracts, prepare forecasts, analyze profitability and create organized and documented work papers to ensure profitability and success.

  • Technology

    Whether you’re in growth mode or planning your exit, we have the financial management services and CFO experience you need to navigate the complexities of entrepreneurship in all stages of the business lifecycle.

    From an operational viewpoint we are overseeing many companies using various technologies including Fintech, medtech, proptech, etc. From a systems viewpoint we are working with many different software packages including QuickBooks, Netsuite, Microsoft dynamics, Sage, etc. Technology allows the owner operator to access data in real time and to have forward-looking control of the business as opposed to looking in the rear-view mirror.

  • Manufacturing / distribution

    Our CFO financial consulting services cater to the needs of midsized manufacturing and distribution companies by adding bandwidth and capabilities to the existing finance and accounting group, including forecasting opportunities, cost management and strategic and operational financial planning.

    At CFO Consulting Partners, our manufacturing and distribution team includes former CFOs of small to midsized manufacturers, including specialty chemicals, food and beverage, consumer products, apparel and medical device manufacturers. Our team has been where you are now, and we know which path to take to get out of the woods.

  • Business services

    Our CFO and financial consulting services offer budgeting, accounting, M&A, balance sheet optimization and project management support to various services and businesses, public and private, including public relations, accounting, law firms, engineering firms, IT security, technology development, consulting, logistics and construction.

    As your company changes, so does your growth and financial needs. When that happens, count on our decades of CFO experience to help you make the right choices today, tomorrow and over the long term.

  • Real Estate Development, Construction and Property Management

    Real estate development, construction and property management companies are a key component of our financial consulting services.

    Since our formation in 2006, our time-tested financial strategies and models have increased cash flow, focused on cost analysis, improved profitability and provided insight into the financial performance of real estate companies and properties of varying sizes and sectors across the region.

  • Healthcare & Life Sciences

    Middle-market healthcare companies need financial consulting services that understand their industry, know the regulatory landscape and can open doors fast with healthcare-focused capital sources. They need us.

    From strategic business planning to tactical execution, CFO Consulting Partners provides finance and accounting services to urgent care facilities, doctor practices, hospitals, behavioral health groups, medical devices, pharmaceutical and biotechnology manufacturing firms.

Experience Matters: Increase Your Profits
with Our CFO Services