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.

Management Buyout Financing Supports Growth for Sustainable Furniture Company 

Funding Solutions

A New Jersey-based sustainable asset management and furniture company successfully completed a $5.5 million management buyout with guidance from Whitman Advisory. Through strategic deal structuring, lender introductions, and transaction support, the company secured the financing needed to transition ownership and continue growing.

Cross-Border Equipment Financing Supports Transportation Company Growth 

Funding Solutions

A Canadian transportation company with a growing U.S. presence secured an $11.9 million first draw from a $75 million equipment line of credit through Whitman Funding Solutions. The financing solution provided the flexibility needed to purchase trucks and support continued expansion across North America.

Whitman Advisory Delivers SBA Refinancing Solution for Hospitality Business 

Funding Solutions

Whitman Advisory helped a Pennsylvania-based events and hospitality company secure $3.6 million in refinancing through a customized term loan and line of credit structure. The solution improved liquidity, stabilized the balance sheet, and provided the working capital needed to support the seasonality of the business.