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
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:
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.
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.
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.
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.
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.
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
Our Leadership Team
Managing Director, CFO Advisory
Featured Insights
On 4/25/2024, the American Society of Appraisers (“ASA”) held its 2024 ASA Spring Fair Value Conference. Below are a few key takeaways from the conference: Big 4 Leadership Panel The…
For this feature, we interviewed John Goode in Evergreen Advisors’ CFO Advisory Practice. John has over 25 years of executive financial management experience in private and public accounting, where he…
In today’s dynamic business landscape, companies are constantly seeking innovative ways to streamline operations, optimize resources, and drive growth. One area that plays a pivotal role in achieving these objectives…
In this edition of our Entrepreneur Spotlight, we’re thrilled to showcase one of our remarkable Outsourced CFO clients, Simple Cell, and highlight its co-founder, Nick Skelly. As a pioneering re-commerce…
Fred Shaw is a Vice President in the CFO Advisory Practice of Evergreen Advisors, LLC. With diversified experience in both public and private accounting, Fred has provided financial advisory services…
A recession is a period of economic slowdown that can have far-reaching consequences for businesses and individuals alike. With that in mind, it is more important than ever to be proactive and take control of one’s cash flow. It is a critical factor for both businesses and individuals to navigate the challenges posed by a recession…
Giving Back and Exceptional Performance are two ways COMSO is making it happen every day within the IC and IT industry in Maryland. Check out more about how they do…
A strategic CFO will be your course navigator, someone you can trust to be your co-pilot, an expert you can depend on to help make important decisions for your company…
Evergreen Advisors, a middle-market Investment Bank, and Corporate Advisory Firm, with offices in both Columbia, MD and McLean, VA, is pleased to announce the addition of John Goode to our…
Evergreen Advisors is proud to announce the promotion of Eric Clarke to Managing Director of the CFO Advisory Practice. Eric Clarke joined Evergreen in April of 2015 and will be…
