Services at a glance
Four ways to work together, depending on whether you need thinking, capacity or both.
CFO Advisory & Value Creation
Strategic, operator-level CFO input on value creation, finance design and operating rhythm.
- Investment thesis translation into an executable plan.
- Finance operating model & organisational design.
- Data, systems and reporting architecture at CFO level.
- Leadership operating rhythm and performance cadence.
Best for: CEOs, CFOs and PE partners wanting an external CFO view to sharpen decisions without adding headcount.
Explore scope, examples and when advisory is (and isn’t) the right tool:
Strategic CFO Advisory →
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Fractional CFO
Part-time CFO engagement for companies that need senior CFO capacity but not yet a full-time hire.
- Ownership of the finance agenda alongside the CEO.
- Setup of the basic finance operating model and team.
- Implementation of forecasting, cash visibility and reporting.
- Support with funding, banks, investors and due diligence.
Best for: Scale-ups and growth companies preparing for PE, a major financing event, or a first full-time CFO.
Full explanation of outcomes, cadence and FAQs:
Fractional CFO Services →
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Interim & Transition CFO
Full-time, hands-on CFO leadership during transitions, integrations, turnarounds or leadership gaps.
- Bridge during CFO departure, leave or succession.
- Stabilisation of reporting, cash and governance.
- Integration leadership across finance, data and systems.
- Preparation for and support through transaction processes.
Best for: PE-backed and complex businesses needing immediate senior CFO presence with a clear handover path.
Typical transition scenarios, 30–60–90 day focus and FAQs:
Interim CFO Services →
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PE & Investor Partnership
Operator-style CFO partner for funds and boards on portfolio value creation and finance assessments.
- CFO and finance function assessment pre- and post-deal.
- Value-creation plan translation into a finance roadmap.
- Interim support to close specific gaps (forecasting, data, integration, SSC).
- Support in building or replacing the CFO/finance leadership bench.
Best for: PE funds, operating partners and boards wanting an experienced CFO view across their portfolio.
Dedicated page on PE value creation, reporting cadence and exit readiness:
CFO for Private Equity →
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