CORPORATE ADVISORY
Outsourced CFO Advisory
Evergreen Advisors’ Outsourced CFO practice delivers executive-level financial expertise to emerging and high-growth companies at every stage, with our experienced CFOs seamlessly integrating into your leadership team to provide strategic guidance and operational oversight. Whether you’re an emerging growth company building infrastructure or a late-stage company seeking specialized knowledge, our partnership offers the benefits of a seasoned CFO without the overhead of a full-time hire.
Driving Financial Excellence with Our Outsourced CFO Solutions
Our team offers a comprehensive suite of financial services designed to elevate your business’ performance and growth, including:
Business
& Financial Strategy
Accelerate your success through forward- focused strategy and proactive engagement. We deliver expert business planning and strategic optimization guidance, aligning your current capabilities with future opportunities.
Budgeting, Forecasting
& Reporting
Achieve your business goals through expert budget preparation and financial modeling. We develop forecasts, produce comprehensive reports, and optimize budget allocations to support your company’s growth.
Financial Planning
& Analysis
Unlock your growth potential through expert financial planning and in-depth analysis. We provide expert guidance on financial statements and performance optimization, considering your current
position and future projections.
Capital Raise & M&A Support
Maximize transaction success through expert, end-to-end support. We guide you from term sheet negotiations to successful closure, covering due diligence, analysis, data management, and closing
procedures.
Board/Investor Management
Elevate your board meetings with tailored financial insights and polished presentations. Our team helps develop precise metrics and key performance indicators, ensuring you deliver accurate and impactful information to stakeholders.
“Fred Shaw, our Chief Financial Officer as an Evergreen advisor has been absolutely instrumental to our company’s success in navigating the complexities of government financial accounting. He has ensured our compliance and positioned us for exponential growth.”
I highly recommend Evergreen as the go-to resource for innovative companies looking for accelerated growth and the capital to achieve their goals. Additionally, as the Chair-Co-Founder of the parent company, and the CEO of Bandura, I realized that to expedite fund-raising, we would need a management team that had successfully raised investment rounds and had the ability to rapidly build a sales team. Evergreen coordinated a process for interviewing and selecting a new CEO and they provided an outsourced, experienced CFO to the team. As a female founder and cyber pioneer, I want to add that I felt I respected, heard and consulted every step of the way!
“John Ellis and the Evergreen Advisors team have been a great asset to our company. They’ve been instrumental in helping us improve reporting and coding practices in QuickBooks and creating detailed reports in Excel. Their responsiveness is exceptional—they’re always ready to assist whenever a team member needs support.”
“Evergreen has helped us improve our accounting processes, workflows, financial reporting, and budgeting process. They were also instrumental in the due diligence for FHA and provided invaluable counsel to us.”
“Before partnering with Evergreen, our processes only allowed us to plan two months ahead, relying on extensive communication that was often challenging to manage. As our growth accelerated, we needed greater visibility to make sound financial decisions. Evergreen worked closely with our team to implement more comprehensive financial and forecasting plans, enabling us to confidently plan up to a year in advance. They also helped us normalize raw data, allowing us to track our financial health more dynamically. Their experience and vast industry network have provided invaluable resources to support our continued growth.”
Tailored Financial Guidance for Businesses at Every Stage
Businesses across the spectrum can leverage our Outsourced CFO services, providing strategic financial guidance curated to their specific needs and growth stages:
Early-stage and angel-backed businesses often lack financial expertise but can leverage outsourced CFO services to navigate growth and attract further investors.
An outsourced CFO can:
- Create financial models and projections tailored to angel investors’ expectations
- Implement efficient financial systems
- Support fundraising with pitch decks and presentations
- Provide growth and cash flow insights to optimize angel investments
Small businesses transitioning to outsourced CFO services can maintain financial oversight while reducing costs.
This approach allows them to:
- Access expert financial guidance without full-time executive costs
- Flexibly scale financial services to match business needs
- Leverage diverse industry experience and best practices
- Enhance decision-making with part-time expert advice
- Focus on core business while maintaining sound finances
Middle-market businesses, even those with an in-house CFO, can leverage outsourced CFO services to outsource additional tasks and enhance their financial capabilities.
This approach enables them to:
- Access expert financial guidance without full-time executive costs
- Flexibly scale financial services to match business needs
- Leverage diverse industry experience and best practices
- Focus on core business while maintaining sound finances
Large enterprises can use fractional CFOs during transitions or for specific projects, offering targeted support without disrupting existing financial structures.
An outsourced CFO can:
- Navigate complex M&A scenarios
- Provide interim financial leadership
- Undertake specialized financial initiatives
- Obtain objective third-party analysis
- Support international expansion with local insights
Featured Partnerships
