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CDB Advisory Services

Interim VP of Finance for IPO readiness

Industry: Fintech & Financial Services  |  Business: PE-backed, preparing for IPO  |  Engagement length: 6 months

The work

Built the income statement, balance sheet and cash flow models, prepared SEC and GAAP-compliant disclosures, and planned the capital structure and equity offering alongside auditors, bankers and the executive team.

What changed

Investor-grade disclosures delivered ahead of schedule, audit revisions down ~30%, forecast accuracy improved >20%

CDB Advisory Services

Based in Atlanta, Georgia

Registered office: 1400 Village Square Blvd, Ste 3-201, Tallahassee, FL 32312

(448) 215-0227

charles@cdbadvisoryservices.com

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Capabilities

  • Interim Finance Executive / CFO
  • Value Creation & EBITDA
  • M&A & Post-Merger Integration
  • Strategy & Transformation
  • FP&A & Corporate Finance

Engagements are typically 3-12 months, on-site or hybrid.

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