Trusted Advisors
CFO Advisory Group is a boutique firm of highly experienced advisors that provide financial expertise and senior/board level executive services to entrepreneurial and growth-oriented companies, as well as underperforming and distressed companies and their stakeholders to solve business challenges and enhance business performance.
To support the specific needs of companies operating in today’s challenging and complex business environment, CFO Advisory Group offers a spectrum of customized, best practice executive financial services that range from strategic planning, financial modeling, merger & acquisition, capital acquisition, and system and process development to hands-on financial reporting and analysis, accounting, cash forecasting and treasury management.
Firms seeking experienced, in-depth financial solutions have chosen CFO Advisory Group as their trusted partner of choice for two decades.
What we do
Since its founding in 2007, the CFO Advisory Group has offered a full range of customized CFO services to provide the expert guidance and solutions required to solve business issues and challenges faced by entrepreneurial and growth-oriented companies, as well as underperforming and distressed companies, and their stakeholders.
- Strategic Planning
- Cash Forecasting & Management
- Financial Modeling
- Operational Profit Improvement and Analysis
- Banking Relationships
- Capital Acquisition
- Financial Reporting and Analysis
- Mergers and Acquisitions
- System and Process Development
- Treasury Services
- Out-of-court workouts
- Liquidations and bankruptcy cases
- Assistance to financial institutions in protecting their loans to financially stressed companies
- Preparation and Implementation of budgeting and financial forecasting
RESTRUCTURING SERVICES
ENTREPRENEURAL AND GROWTH SERVICES
Industries We Serve
Our experience as executive leaders and business owners have honed our skills in strategic planning, leadership development, financial reporting and analysis, accounting and cost accounting, financial modeling, cash forecasting and management, budgeting, banking, system and process development /improvement, and human resources. These skills can cross over multiple industries without the firsthand experience of a particular industry.
● Business and Financial Services ● Construction ● Consumer Products ● Distribution/Logistics ● Franchising
● Manufacturing ● Real Estate ● Software ● Technology Products and Services ● Transportation