Interim CFO for Private Equity Portfolio Companies
We install the operating rhythm sponsors expect—reliable numbers, crisp narratives, and lender-ready updates—so management can drive the plan.
- MMR & Board
- 13-Week Cash
- Forecast Quality
- Lender Updates
- Covenants
Looking for full-service solutions including controllers, accountants and HR management?
Take a look at our Office of the CFO solutions.
Why PE is Different
PE ownership adds speed and rigor. Sponsors, operating partners, and lenders need a predictable operating beat and decision-useful narratives. Our interim CFOs stabilize cash and reporting, raise the quality of the forecast, and create lender/board confidence—fast.
What changes day-to-day: cadence, depth, and consequences (covenants, timelines, integration).
First 30/60/90 Days
30
- 13-week cash, forecast, close calendar
- MMR/board template, KPI tree
- Lender plan & covenant dashboard (R/A/G)
60
- Close/forecast alignment; variance narratives
- MMR/board cadence live; owner calendar
- Lender packet running; risks mitigated
90
- Forecast quality ↑; cash discipline embedded
- Value-creation workstreams tracked
- Transition plan (steady-state or permanent)
Engagement Models
- Interim CFO (full-time/near full-time) during transition, transactions, or special situations
- Fractional CFO to sustain cadence post-stabilization and mentor permanent hires.
- Bridge to permanent: spec, slate and assist in hiring the right go-forward team.
Your Go-to-Guide
Frequently Asked Questions
Qualified candidates in days; typical starts within 1–2 weeks. Urgent starts may be faster.
13-week cash, a usable forecast baseline, an MMR/board template, and a lender update plan with covenant visibility.
Yes. We align our 30/60/90 with the sponsor’s value-creation plan and keep a shared calendar.
A predictable cadence: clean packet, variance narrative, risk mitigations, and no surprises.
Yes. We define the spec, screen for PE-fit, and hand off with a living playbook.
Hybrid to match stage and urgency; critical meetings are in person.