ADVISORY CFO
Your company faces critical moments that require specialised financial expertise - a transaction, a fundraising round, a major restructuring, or a complex accounting challenge. You need seasoned guidance to navigate these pivotal phases, but not necessarily an ongoing commitment. That's when our Advisory CFO services step in.
What we do
Advisory CFO services provide specific expertise for critical business phases. Unlike ongoing fractional services, we step in at pivotal moments to deliver specialised guidance, execute complex projects, and ensure you navigate transitions successfully.
Phases of growth companies evolve through
Every business's life cycle has distinct phases, each with unique financial challenges.
Hover over or click on a stage on the curve to see the details
How we work
Advisory CFO services are project-based engagements designed to address specific challenges or opportunities. We work intensively during critical phases, delivering specialised expertise exactly when you need it most, without the commitment of an ongoing retainer.
PROJECT-BASED APPROACH:
SCOPING & ASSESSMENT
We begin with a thorough assessment of your specific challenge or opportunity. Understanding your objectives, timeline, and constraints allows us to design a tailored engagement scope.
EXECUTION
We deploy specialised expertise to execute the project. This may involve financial analysis, transaction support, system implementation, or complex problem-solving. We work intensively, often alongside your team and other advisors.
DELIVERY & HANDOVER
We deliver actionable results—whether that's a due diligence report, a valuation analysis, implemented systems, or resolved accounting challenges. Clear documentation ensures smooth handover and sustainable outcomes.
KEY CHARACTERISTICS:
Defined scope and timeline
Clear deliverables and outcomes
Intensive, focused engagement
Project-based fees (not retainer)
Specialized expertise for specific challenges
Can transition to Fractional CFO for ongoing needs post-project
Why Choose Us?
SPECIALIZED EXPERTISE, NOT GENERALISTS
We bring deep expertise in corporate finance and complex accounting - not general consulting. Our team has handled hundreds of transactions, consolidations, and complex accounting challenges across diverse industries.
RESPONSIVE & PRAGMATIC
Critical moments require speed and pragmatism. We deliver thorough analysis quickly, communicate clearly, and focus on actionable insights rather than theoretical recommendations.
WE'VE BEEN ON BOTH SIDES
Our experience spans both advisory (due diligence, valuations) and operational roles (CFO, audit). We understand what buyers look for, what auditors require, and what actually works in practice.
NO CONFLICTS, COMPLETE FOCUS
As independent advisors, we have no conflicts of interest. Our only objective is your success - whether that's closing a transaction, implementing systems, or resolving complex issues.
Our Credentials
✔ Chartered Accountant
✔ 15+ years in corporate finance, M&A;, and complex accounting
✔ Experience with top-tier consulting firms
✔ Led sell-side due diligence for international transactions
✔ Valuations across multiple industries (retail, real estate, professional services)
✔ Corporate finance advisory for leading M&A boutiques
✔ Cross-border transaction experience
Client Success Stories
"Ducommun played a key role in expediting our financial due diligence for a complex digital assets transaction.`Their expertise, responsiveness, and ability to navigate the digital assets market were invaluable. Despite a tight deadline, they delivered thorough, actionable insights, making the process smooth and efficient."
— Ahmed Elgabri, Senior Investment Professional
of executives attribute deal failure to poor due diligence that did not identify critical issues
Bain & Company
US$ 170.60m
average transaction value in the Corporate Finance market in 2024
Statista
>50%
of occupational frauds occurred due to a lack of internal controls or an override of existing controls
ACFE
of investors prefer global comparability of financial statements, which IFRS facilitates
CFA
FAQs
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Advisory CFO services are ideal for specific, time-bound projects or critical moments: transactions, fundraising, implementing new systems, resolving complex accounting issues, or preparing for major changes. Fractional CFO services are for ongoing strategic finance leadership. Many clients start with Advisory CFO for a specific project, then transition to Fractional CFO for ongoing support.
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Engagement duration varies by project type. Due diligence typically takes 2-8 weeks, valuations 2-4 weeks, system implementations 3-6 months, and transaction support lasts the duration of the transaction. We provide clear timelines during the scoping phase.
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Absolutely. We're designed to complement your existing relationships, not replace them. We work seamlessly alongside your accountants, lawyers, auditors, and other advisors. Our role is to provide specialised expertise for specific challenges.
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Many clients transition from Advisory CFO engagements to Fractional CFO services for ongoing support. If we've worked together on a transaction or implementation, we already understand your business deeply - making the transition to ongoing partnership natural and efficient.
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Yes. We have deep experience with IFRS, Swiss GAAP FER, FRS 102, and other accounting frameworks. We also support transitions between standards (e.g., local GAAP to IFRS).
