FAQs
What types of CFO services does BDM Advisory offer?
BDM Advisory provides fractional CFO and interim CFO services to small and mid-sized businesses. Services include financial planning & analysis (FP&A), cash flow forecasting, working capital improvement, budgeting, KPI reporting, and support for mergers and acquisitions. Engagements are tailored to the needs of each business, from ongoing strategic support to project-based work.
What is a fractional CFO and how does it work?
A fractional CFO is an experienced finance executive who works with your business on a part-time or project basis. This allows you to access senior-level financial leadership without the cost of a full-time hire. BDM Advisory partners with leadership teams to improve financial visibility, support decision-making, and drive performance.
For a more detailed guide on when and how to hire a fractional CFO, see our guide: How to Find a Fractional CFO for Your Business.
Does BDM Advisory provide interim CFO services?
Yes. BDM Advisory provides interim CFO support during leadership transitions, periods of rapid growth, or operational challenges. We step in quickly, stabilize the finance function, and ensure continuity while a permanent solution is put in place.
How quickly can you get involved?
BDM Advisory can typically get up to speed quickly and begin adding value within a short timeframe. Our approach is hands-on and focused on understanding the business, identifying priorities, and executing against them.
Do you work on-site or remotely?
We primarily work remotely but can be on-site as needed depending on the engagement. The approach is flexible and tailored to what works best for the business.
How are engagements structured?
Engagements are typically structured as fractional (ongoing part-time support), interim (full-time for a defined period), or project-based. We align scope, time commitment, and priorities based on the needs of the business.
Pricing depends on the scope and structure of the engagement. Fractional engagements are typically monthly retainers, while interim and project-based work may be structured differently. We work with clients to ensure alignment on expectations and value.
How is pricing structured?
Where is BDM Advisory located?
BDM Advisory is based in Portland, OR and serves clients across the United States.
How do I get started?
You can schedule a conversation to discuss your situation, priorities, and whether there’s a fit. From there, we can outline a practical approach based on your business needs.