VALUE PROPOSITION


Strategic Finance. Measurable Value.

Delivering Strategic Financial Leadership & Measurable Results. At Rivermark Solutions, we provide tailored outsourced CFO and advisory services that drive real business value. Serving industries such as healthcare, technology, business services, manufacturing, industrial, and B2B, we deliver customized financial solutions that protect assets, accelerate growth, and minimize risk—empowering you to make confident, informed decisions.

Our approach combines strategic financial planning with hands-on execution, identifying root causes and delivering data-driven insights designed to address your unique challenges and objectives.

Business team in strategy meeting aligning on financial value creation across stakeholders

Driving Measurable Results Across Industries

Every stakeholder faces unique pressures—tight deadlines, cash flow management issues, evolving market conditions, and high-stakes financial transactions. Rivermark Solutions brings expert outsourced CFO and advisory services, delivering the strategic insight, advanced tools, and proactive guidance needed to transform challenges into sustainable growth and lasting value.

  • Banks – Protect Your Portfolio

    We stabilize distressed borrowers with transparent cash flow reporting and lender-approved workout plans, reducing charge-offs and special-asset exposure.

    Why It Works:

    • Early warning: Rolling 10-week forecasts identify shortfalls before crises develop.

    • Cash flow focus: 82% of corporate failures stem from cash-flow issues; we tackle this head-on.

    • Covenant-lite defense: With 90% of senior loans lacking strong covenants, proactive analytics provide critical protection.

  • We manage Quality of Earnings (QoE) analysis, financial modeling, and data-room setup—letting your attorneys focus on legal strategy.

    Why It Works:

    • No surprises: Identify working capital gaps and hidden liabilities early.

    • Rising disputes: 69% of dealmakers expect increasing disputes in 2025; over 75% already report more.

    • Dispute prevention: Address tax liabilities, working capital adjustments, and earn-out risks proactively.

  • We provide FP&A, budgeting, and capital raise support that complements your audit and tax services—helping you expand advisory offerings while maintaining independence.

    Why It Works:

    • Client retention: Joint services increase client loyalty and fend off larger firms.

    • CAS growth: Median Client Advisory Services (CAS) revenue rose 61%; we help you capture this growth efficiently.

  • We enhance pricing, job costing, and working capital management to boost EBITDA and reduce financial stress.

    Why It Works:

    • Exit-ready: Clean financials and forecasts attract investors and buyers.

    • Cost savings: Fractional CFO services cost up to 80% less than in-house CFO salaries.

    • Cash flow protection: Our 13-week forecasting model prevents common cash-flow pitfalls causing 82% of small business failures.

  • We offer interim and fractional CFO leadership to professionalize finance functions and maximize portfolio value.

    Why It Works:

    • Reliable data: Lender-grade reporting ensures compliance and deal readiness.

    • EBITDA growth: Our 100-day plans typically boost EBITDA by 10–20%, with some cases reaching 35%.

    • Dispute prevention: KPI reporting equips operating partners to address potential litigation risks early.

Delivering Results in Complex Financial Transactions

  • Industry Expertise

    Deep experience in healthcare, insurance, and business services, providing tailored insights for sector-specific challenges.

  • Proven Track Record

    Successfully closed deals from $1M to $120M+, delivering consistent results across transaction sizes.

  • Global Reach

    Deep expertise in international transactions, delivering clarity and confidence in cross-border deals.

  • Trusted Network

    Strong relationships with top financial institutions to support financing, negotiations, and partnerships.

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.