We deliver exceptional value relative to cost. We treat every engagement as an investment in your company. We earn trust by operating transparently and never inflating fees to capitalize on crisis.
CFO Services
Our CFO services address critical needs across liquidity improvement, cost takeout, reporting upgrades, and finance transformation—especially during periods of growth, distress, or leadership transition.
We’re called in when finance functions lack real-time insight, when capital visibility is limited, or when clients are preparing for IPOs, transactions, or restructuring events.
Led by seasoned operators, The Hale Group stands apart by delivering unbiased, execution-focused support—driven by urgency, precision, and a relentless commitment to value creation.
Finance Infrastructure & Operational Excellence
Focus: Designing scalable, efficient, and accountable finance functions with strong reporting and systems.
- FP&A Structure, Content and Cadence
- Controllership Structure, Process and Timeliness
- Shared Service Creation, Standardization and Optimization (AR/AP/Billing/Collections)
- ERP Design and Support
- Monthly Reporting with Clarity & Accountability
Cash, Liquidity & Forecasting Optimization
Focus: Driving cash visibility, forecasting precision, and working capital improvement.
- Maximizing Working Capital
- 13 Week Cash Flows
- 3 Statement Forecasts
- Treasury Management and Forecasting
- Scenario Drivers
- Working Capital Monitoring Tools
- Identify and Execute Cash Improvement Levers
- Deliver a Cash Culture
Strategic Events & Finance Leadership
704-562-2800
info@thehalegroup.com
andyhale@thehalegroup.com