Outsourced CFO & Advisory Services

Rivermark Solutions partners with founder-led, PE-backed, and growing companies to deliver strategic CFO expertise and clear financial insights—building stability, driving growth, and enabling confident decisions.

Outsourced CFO & Strategic Advisory

Rivermark Solutions partners with founders, CEOs, and leadership teams to deliver outsourced CFO services and strategic financial advisory, providing disciplined financial strategy, real-time insights, and investor-grade reporting—without the cost of a full-time CFO. Whether you're preparing for growth, raising capital, managing financial pressure, or seeking more control, we bring the experience and structure needed for confident, data-driven decision-making.

We believe strategic decisions should be based on measurable data—not guesswork. Financial discipline isn’t just good practice; it’s a competitive edge. Founders deserve real-time visibility, expert guidance, and trust earned through transparency, responsiveness, and results.

Proven Transaction Track Record

  • $1 Billion+

    Total transaction value

  • 40+ Transactions

    Successfully completed

  • $641+ Million

    Structured finance arrangements

Strategic CFO & M&A Services

  • Outsourced CFO Services

    Rivermark’s outsourced CFO services provide growing businesses with expert fractional CFO support and strategic financial leadership. We offer cash flow management, budgeting, forecasting, and risk management—delivering actionable insights and structured oversight to help companies make informed decisions, optimize operations, and achieve sustainable growth.

    View our CFO SERVICES

  • Advisory Services

    Rivermark’s advisory services provide expert guidance for businesses through turnaround and restructuring advisory, debt management, capital raises, and M&A advisory. Our data-driven solutions help companies stabilize operations, execute strategic transactions, access growth capital, and achieve long-term business success.

    View our Advisory Services

Key Case Studies & Strategic Success

Explore how Rivermark Solutions drives business growth, operational restructuring, capital raise strategy, debt and equity financing, and successful M&A exits through expert outsourced CFO leadership, strategic financial advisory, and proven deal execution.

Finanzen logo illustrating strategic transaction advisory, legal structuring, and financing leadership in insurance services.
Project Heart logo representing term debt financing designed for a strategic business services acquisition and future growth.
3BL Media logo representing a subordinated debt financing solution preserving cash flow and supporting growth.
Surface Prep logo representing hybrid financing solution supporting acquisition funding working capital and growth.
Collect America logo highlighting strategic term loan financing solutions for business growth.
HME logo representing tailored debt and equity financing for strategic acquisition and scalable growth.

Creating Value for Every Stakeholder

From banks and law firms to CPA firms, business owners, and private equity groups, Rivermark Solutions delivers expert outsourced CFO services that provide financial clarity, operational stability, and strategic growth. Whether stabilizing loan portfolios, resolving disputes, boosting EBITDA, or optimizing cash flow, we customize solutions to meet the unique needs of each stakeholder.

  • Banks: Stabilize portfolios & reduce risk with clear cash flow management

  • Law Firms: Minimize disputes via thorough financial diligence

  • CPA Firms: Expand advisory with strategic financial insights

  • Business Owners: Unlock cash flow & boost profitability

  • Private Equity: Accelerate EBITDA growth & streamline transactions

Rivermark Solutions team guiding a company with strategic financial planning and operational improvements for growth.

Make Your Next Move Count

Partner with Rivermark Solutions for expert CFO advisory, strategic financial guidance, and actionable insights to drive growth and confident decision-making.