Interim, Fractional, and Project CFOs for the Middle Market
Transaction‑ready, investor‑ready, execution‑ready finance leadership on demand.
Interim CFO
Interim CFO services provide immediate, hands‑on financial leadership during critical transitions such as CFO departures, rapid growth, restructuring, or M&A events. Stepping in as acting CFO, this model stabilizes cash, restores confidence with lenders and investors, and leads the finance team through change until the right long‑term solution is in place
Fractional CFO
Fractional CFO services deliver ongoing, part‑time executive finance leadership that scales with your business, combining strategic FP&A, capital planning, and investor‑grade reporting in a flexible engagement model. This is ideal for growing companies that need a seasoned CFO to shape strategy, build a durable finance function, and communicate with boards, banks, and investors—without adding a full‑time C‑suite salary.
Project CFO
Project‑based CFO services focus expert financial leadership on high‑impact initiatives—such as transaction readiness, fundraising, system implementations, and financial clean‑up—within a defined scope and timeline. This model is ideal when you need a senior CFO to architect investor‑grade models, design performance frameworks, or execute complex, one‑time projects that your current team cannot absorb
When Financial Leadership Can’t Wait.
Discover the moments when bringing Traverse into your business creates maximum impact. This visual guide shows exactly where our fractional, interim, and project CFO engagements add the most value—whether you’re driving growth, navigating transition, or tackling a critical financial initiative. Think of it as your roadmap to the right level of CFO leadership at the right time, so every decision moves your business forward with clarity and confidence.
Cormorant Garamond is a classic font with a modern twist.
Board and investor grade FP&A and forecasting
Continuous, cash, runway, and risk manageme
Fundraising and transaction readiness
Finance function design and maturity
Strategic guidance on growth decisions
Immediate leadership during CFO transitions
M&A, debt and capital raising execution
Cash stabilization during rapid growth or stress
Financial cleanup and rebaseline
PE value-creation, execution, and board reporting
Focused profitability initiatives (Pricing, margin, costs)
Financial architecture, design, and restructure
Budgeting and forecasting framework design
Bridge hiring while recruiting permanent CFO
Investor-ready, models, and fundraising support
Interim
Project
Fractional
