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Terry Hill
Partner, Advisory

Overview

Outsourced CFO and Controller Services

Companies experiencing transition, growth, or distress have a lot at stake. Stakeholders and investors of emerging-growth and mid-sized businesses need visibility, confidence, and decision support to successfully navigate complex business environments.

BPM's CFO Services embeds tenured finance executives into your team to help your company make smarter, better decisions during times of growth and transition. We have experience working with public and private companies — often venture and PE-backed — going through distress, hyper-growth, or a transaction.

Financial Expertise Where and When You Need It

Beyond finance, accounting, and reporting, our teams collaborate with yours to drive business transformation. We are also able to leverage the expertise of BPM’s tax, audit, and consulting professionals.

BPM works quickly to identify your unique needs to avoid disruption to the continuity of your business. We have over 200 investor relationships and experience with more than 500 transactions over the past six years.

Our Outsourced CFO Services

Our team of CFOs and Controllers are long-term employees of BPM working on an interim, fractional, or project basis. Our suite of services helps your company navigate the complexities of M&A transactions, rapid growth, turnarounds, the departure of a CFO/Controller, and one-time system and compliance program implementations.

For Founders and CEOs

  • EBITA/Multiple Expansion
  • Forecasting and Modeling
  • Fundraising Support
  • Diversifying Personal Assets
  • M&A Execution

For Investors

  • Late-Stage Due Diligence
  • Carve-Out/Transitional Service Agreement Diligence and Execution
  • Investor Onboarding and Cash Management
  • Integrations/Debt Covenant Compliance
  • Human Capital Optimization

For the Board

  • Risk Mitigation
  • Strategy Execution
  • Bank Relationship Support
  • Leadership Assessment
  • Feasibility Assessment

For CFOs

  • Working Capital Improvement
  • Treasury Management
  • Investor Reporting
  • Month-End Close Support
  • Process Improvement

News & Events

People

Lisa Do
Director, Advisory
Kimberlee Duval
Director, Advisory
Terry Hill
Partner, Advisory
Tim Jaeger
Director, Advisory
Brad Kettmann
Director, Advisory
Christine Petrowicz
Senior Manager, Advisory
 
Brenda Rose
Director, Advisory

Contact

Terry Hill
Partner, Advisory

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