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.
Finance Operations
Stronger Financial Infrastructure
Process redesign, close optimization, reporting improvement, and workflow efficiency. We build the operational foundation your business needs to scale.
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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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.