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.
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.
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
• Intensive, focused engagement
• Specialised expertise for specific challenges
• Clear deliverables and outcomes
• Project-based fees (not retainer)
• Can transition to Fractional CFO for ongoing needs post-project
Typical Engagement Duration:
• Due diligence: 2-8 weeks
• Valuations: 2-4 weeks
• System implementations: 3-6 months
• Consolidation projects: 1-3 months
• Transaction support: Duration of transaction + handover
Why Choose Us?
EXPERTISE
Chartered accountants with 15+ years of experience in corporate finance. From top-tier consulting firm audits to hands-on CFO work for growing companies—we know the difference between finance that reports and finance that drives decisions.
FINANCE BUILT FOR GROWTH
Our mission is to turn finance into a strategic asset so you can stay focused on your customers, product, next stage, and ultimately a successful exit.
PRACTICAL, NOT THEORETICAL
We focus on results, not buzzwords. You get clear dashboards, tailored KPIs, and routines that actually help you make better decisions.
DIRECT PARTNER ACCESS
When you work with us, the experts you consult will be the same professionals executing the work—no junior teams.
WE WORK WITH WHAT YOU HAVE
There is no need to start from scratch—we embed into your existing tools and team to bring structure, clarity, and momentum.
FRACTIONAL = RIGHT-SIZED, NOT LIMITED
Our fractional model gives you access to senior expertise matched to your actual needs and budget.
Client Success Stories
"Ducommun's professionalism and expertise in understanding the various challenges of a rapidly growing SME were of great help in the development of SP Groups. Their quick understanding of our business and interpretation of it through the numbers were particularly impressive to me. The in-depth analysis of our activity, through finance and accounting, allowed us to implement realistic and effective KPIs."
— Fabrice Dumont, Founder of SP Groups
EgonZehnder
40%
of CFOs do not completely trust their organisations financial data
Blackline
of CFOs are somewhat pessimistic about the US economy
CNBC’s CFO Council
FAQs
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As businesses grow, the financial function often does not scale at the same speed than the rest of the operation, while the financial risk substantially increases.
Companies often wait too long to transition from compliance accounting to informed financial monitoring.
External CFO services will enable your transition towards informed monitoring and proactive financial management.
We work with our clients across the whole financial function to get things right, from the assessment to the implementation of new methods and tools across the whole organisation.
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It is clearly becoming a critical necessity whenever you feel that your financial monitoring is not up the task of supporting your decision-making, or that you’re only getting a “rear mirror” view of your financial situation.
The urgency is usually compounded by important changes affecting the company: Rapid growth (or negative developments), accelerating capex programs, increase in debt financing, entry of new investors, acquisitions or divestitures, etc.
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This is great. And we will not take their job. We will not compute your taxes. We will not prepare your payslip. We will work with you on the bigger picture, working with you through the different phases of your business.
