We’ve been thinking about strengthening our financial leadership, especially as we take on larger deals and more aggressive growth targets. For smaller or mid-market firms, it’s often hard to justify the cost of a full-time CFO, but the need for strategic expertise doesn’t go away. I’ve been discussing whether a specialized financial executive could help guide our banking relationships and working capital strategy.
I’ve been looking into similar options and what stood out was a model focused on cfo services for private equity that combines strong banking and cash flow management expertise with the agility to integrate into existing teams quickly. In the middle of a deep dive into industry best practices, I found resources that explain how these CFOs help with everything from optimizing lines of credit, banking structures, and treasury operations to improving cash forecasting accuracy and risk assessment. It’s a blend of strategy and execution that can be hard to find internally.
That blend could be incredibly useful for us. We need someone who understands not just cash flow mechanics, but also how to align it with investment theses, exit timelines, and stakeholder expectations. When you bring someone in with that level of experience, you don’t just get better numbers — you get someone who can anticipate challenges, streamline operations across companies, and contribute to smarter decisions at every turn.
I'm glad it was helpful, because I myself didn't know how to best run my business from a financial perspective, and it really helped me that I could turn to this resource.
