INTERIM CFO · FRACTIONAL CFO · FINANCE OPERATIONS
Executive finance leadership,
without the full-time cost
BDM Advisory delivers interim and fractional CFO services for founder-led and PE-backed businesses navigating growth, transition, or performance pressure — from cash flow to board-ready reporting.
BACKGROUND INCLUDES
What we do
M&A Support
Acquisitions, Divestitures & Integration
From financial diligence and deal evaluation to post-close stabilization — we help leadership teams reduce execution risk and improve transaction outcomes.
Interim CFO
Finance Leadership During Critical Moments
Hands-on CFO support during transitions, rapid growth, PE integration, or restructuring. Cash flow stabilization, cost management, and executive decision support — from day one.
FP&A & Forecasting
Planning & Analysis that Drives Decisions
Budgeting, scenario modeling, cash flow forecasting, and financial visibility — practical tools that help leadership teams make better calls, faster.
Fractional CFO
Ongoing CFO-Level Support, On Your Terms
Experienced financial leadership without a full-time hire. Strategic planning, KPI reporting, board-ready financials, and profitability analysis delivered with consistency.
Managed Accounting Services
Controller-Level Accounting, Delivered Fractionally
Monthly close, AP/AR management, bank reconciliations, payroll coordination, and financial reporting. Ideal for growing businesses that need reliable bookkeeping infrastructure without a full-time controller.
Government Accounting
FAR-Compliant Accounting for Federally Funded Programs
FAR-compliant accounting and project cost tracking for engineering consultants, infrastructure contractors, and professional services firms pursuing government contracts.
Who we serve
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You've outgrown spreadsheets. You need clearer financial visibility, a trusted partner for major decisions, and someone who can translate numbers into strategy — without hiring a full-time CFO.
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Post-close integration, reporting uplift, or interim coverage during a CFO search. We step in quickly, speak the language of PE, and deliver the rigor your board expects.
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Founder-led, multi-site, and global businesses — from early-stage to scaled operations — facing margin visibility challenges, ERP transitions, or forecasting gaps. We bring hands-on experience operating at scale and building finance functions that drive clarity and performance.
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Architecture and engineering consultants, infrastructure firms, and professional services businesses operating under federal funding requirements, where FAR compliance, project accounting, and audit-readiness aren't optional.
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Businesses navigating growth, turnaround, or exit — where improved cash flow, stronger financial visibility, and disciplined execution are critical. description
Selected results
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Stabilized cash flow by strengthening collections discipline, improving AR visibility, and restructuring equipment purchases through a lease-buyback approach. Increased liquidity and reduced reliance on external financing during a pressured operating period.
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Improved profitability through cost visibility, tighter performance management, and closer alignment between finance and operations. Identified cost reduction opportunities and implemented more disciplined reporting and accountability.
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Led the consolidation of multiple legacy accounting systems into a single cloud-based ERP, improving data integrity, reporting consistency, and operational efficiency across the organization.
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Supported integration of multi-site international operations, aligning financial processes, reporting, and teams to create a scalable structure and capture synergies following acquisition.