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CFO Consulting Services

Our experienced CFO consultants empowers you to make business decisions backed by financial data and years of experience. No project or problem is too big.
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CFO Consulting & Financial Guidance for Your Success 

Financial Strategy for Short and Long-Term Success

Our expert CFO consultants specialize in advanced financial strategy, helping businesses of all sizes make informed decisions, overcome challenges, optimize financial systems, and prepare for growth or major transactions like mergers & acquisitions and capital raises.

Financial Advisory Services

Our CFO consultants provide comprehensive, tailored strategy and advisory support to align your business goals with long-term financial strategy. Whether solving specific project challenges or offering ongoing consulting, we help your team make informed, strategic decisions to achieve your business objectives.

Forecasts & Budgeting

A strategic CFO consultant helps you understand your company's numbers and economic trends to create accurate forecasts and budgets. This empowers intelligent, data-driven business decisions. No more throwing darts and hoping they stick. We give you the confidence of knowing.

Strategic Growth and Financial Optimization

Our CFO consultants set monthly and annual goals to guide sustainable growth for you and your company. With experience across various industries and verticals, we create detailed forecasts to optimize cash flow, reduce financial waste and excess, and drive informed budgeting decisions for your company’s development and goals.

Transaction / M&A Services

In mergers and acquisitions, having the right tools, data, and reports is crucial for a smooth transaction. Our financial consultants guide you through every step of the process, from preliminary analysis and forecasting to preparing documentation and advising your team during the sales process, ensuring a swift and thorough outcome.

Capital Structure

Our financial experts help you find the ideal financing mix of debt and equity for growth while managing risk. We also assist with raising capital when it aligns with your financial strategy and growth goals.

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Recent Projects

Read details from some of our recent outsourced CFO partnerships

Supply Chain Disruptions and Financial Planning - What CFOs Need to Know
Supply chain disruption
Chief Financial Officers

Supply Chain Disruptions and Financial Planning - What CFOs Need to Know

Mar 27, 2025 8:53:35 AM 4 min read
Executive Recruiting: Get Help Finding Exceptional Leadership Talent
Group of employees listening to the CEO or Executive who was recruited by Preferred CFO
Recruitment

Executive Recruiting: Get Help Finding Exceptional Leadership Talent

Mar 20, 2025 5:52:11 PM 4 min read
Selling or Exiting Your Business? Why Your CFO Is the Secret Weapon
Business exit support
Mergers & Acquisitions

Selling or Exiting Your Business? Why Your CFO Is the Secret Weapon

Mar 18, 2025 6:26:51 PM 5 min read