CFO Solutions

Strategic Financial Leadership, On Demand.

Whitman Advisory delivers financial leadership when you need it most. We connect mid-market companies, private equity-backed firms, and high-growth startups with seasoned CFOs from our exclusive talent network. Our rapid deployment model places a qualified financial executive within your organization in as little as two weeks, providing hands-on expertise through flexible interim, fractional engagements, or permanent placement.
What We Do

Comprehensive Financial Leadership Solutions.

We provide CFO Solutions that offer immediate, strategic leadership to navigate critical financial events and build sustainable growth.

Fractional CFO Services

Access ongoing, strategic financial guidance from a part-time, highly experienced executive. Ideal for growing businesses needing high-level expertise without the cost of a full-time hire, our fractional CFOs oversee long-term financial planning, risk management, and operational efficiencies.

Interim CFO Services

Fill critical, full-time leadership gaps during periods of transition, crisis, or a long-term absence. Our interim CFOs provide immediate, strategic leadership, and services are tailored to assist with critical financial events, such as M&A activity and ERP implementations, and ensure seamless operational continuity for engagements lasting from a few months to over a year.

CFO Executive Search

Secure the right long-term financial leader for your executive team. Leveraging our vetted network of elite talent, we identify and place permanent CFOs whose experience and leadership style align with your company's culture and strategic goals.

DELIVERING RESULTS

Financial Firepower When You Need It Most

Our streamlined process ensures you get the right financial leader quickly, with an immediate focus on executing a plan that delivers measurable value.

Interim CFO Services Infographic

DELIVERING RESULTS

Strategic Financial Leadership, When You Need It.

Our streamlined process ensures you get the right financial leader quickly, with an immediate focus on executing a plan that delivers measurable value.

 

How it Works

Discovery

We start by understanding your business challenges, goals and needs for the CFO role.

Develop

Based on your specific needs, we match you with the service and the CFO that brings the right expertise to your business to achieve your goals.

Launch & Support

Your CFO works hands-on with your leadership team, providing regular reports and measuring progress. We support your CFO with finance experts as your firm evolves and your needs change.

Determining Role CFO - Website Asset Revamped

DELIVERING RESULTS

Strategic Financial Leadership, When You Need It.

Providing financial leadership with measurable result

Providing Financial Leadership with Measurable Results

Whitman CFO Solutions provides practical, hands-on financial leadership. Our CFOs become an integral part of your executive team, accountable for driving outcomes and building lasting capabilities within your organization. We structure our CFO engagements to match your needs, offering full-time interim leadership, part-time fractional support, and permanent talent placement.

This flexibility allows you to scale your CFO executive support as your requirements change. Our pricing is transparent and designed to align with the value we create, utilizing daily rates, monthly retainers, or success-fee options for permanent talent placements.

Why Whitman CFO Solutions

Clients engage us to achieve measurable results, including faster financial close cycles, improved cash conversion rates, cleaner audits, and the development of lender-ready financial packages that support growth. Our CFOs bring deep industry experience, with a primary focus on the specialized financial complexities of the construction, manufacturing, and professional services sectors.

  • Interim CFOs are typically engaged full-time for a fixed period, from a few months to over a year, to fill a critical leadership gap or manage a specific event like a merger. Their role is intensive, focusing on immediate leadership, crisis management, and operational stabilization. Due to the full-time nature of the role, it commands a higher fee.
  • Fractional CFOs work on a part-time, ongoing basis for a set number of hours per week. This model provides continuous strategic guidance for long-term financial planning and risk management without a fixed end date. It is a cost-effective solution for businesses that need high-level financial strategy but do not require a full-time executive.
    Choosing between them depends on whether your organization needs immediate, intensive support for a specific period or ongoing strategic oversight to guide growth. (See our chart for assistance.)
  • CFO Executive Search begin by thoroughly assessing your organization’s strategic vision, culture, and leadership needs. Drawing on our exclusive network of proven CFOs, we present a carefully tailored shortlist—typically within weeks—from candidates who have successfully managed finance functions for organizations at your stage and in your industry. Each candidate undergoes a thorough multi-stage vetting process, including in-depth interviews, technical assessments, and reference checks, ensuring both technical acumen and cultural fit.

By partnering with Whitman CFO Solutions, you benefit from our proven expertise in executive search, accelerated placement timelines, and confidence that your next CFO will drive sustained growth and stakeholder value.

CLIENT SUCCESS STORIES

Hear From Our Clients.

The Right Finance Leadership at the Right Time

Interim CFO

A client navigating a critical acquisition gained financial stability and a smooth integration by leveraging a combination of interim, fractional, and permanent finance leadership.

Hiring Win: The Strategic Turnaround

Interim CFO

A PE-backed services company faced unclear cash flow, unreliable reporting, and an unexpected CFO exit. We helped them regain control and clarity of their finances by placing a strategic interim CFO.

Project Manager for a Move

Advisory Services

Legal Resources successfully managed the law firm’s office moves with no issues or lost billable hours.

Solving Billing Efficiencies

Advisory Services

A New Jersey law firm cut its billing time from three weeks to three days after Legal Resources automated their invoicing process.

Reconciling Escrow Accounts

Advisory Services

A New York law firm turned to Legal Resources to restore order and improve efficiency after their CFO quit without notice.