MATTEO
Financial Advisory Services
Leveraging AI for deeper insights  

Experienced, Dedicated
"Roll up your sleeves" Financial Advisory firm - Interim CFO services to Accounting, FP&A, M&A, Audit, QoE's and more

01

Interim Management

Best in class experienced financial experts in finance, accounting & financial operations. Industry focused experience allows us to provide a proactive hands on result for lasting results at hand off.

02

M&A Advisory

We are dedicated to helping businesses navigate the intricate world of mergers and acquisitions. We help assist with advising buy-side and sell-side companies on their transactions. We provide expertise in evaluating deals, negotiating terms, and handling legal and financial aspects of a deal.

03

ERP Implementation

ERP Changes are tough and require a lot of expertise to ensure accurate data migration and timing. We assist your team to not only migrate to a new ERP in a timely manner but help navigate stakeholders in communications of the project.

04

Restructuring & Turnaround

We help distressed or underperforming companies reorganize finances, operations, & management to improve profitability, preserve cash, and rebuild stakeholder confidence, often involving complex debt negotiation, strategic planning, and sometimes navigating bankruptcy to stabilize the business and create a path to sustained growth or a sale. 

Contact Us

Info@MatteoFinancial.com

What Our Clients Say

We build long-term partnerships.

“They came in and set up our entire financial reporting structure, process and helped us get our sale completed”

Ted Morgan

Owner/CEO

“Jumped in filled a gap for us for 6 months until we could hire a full time CFO.”

Sophia Turner

CEO

“Amazing, unbelievably great.  Professional and knowledgeable in every aspect of the sale of our business.”

Daniel Reed

Owner

“Working with them feels like having an experienced in-house Finance department"

Nate Carter

PE Partner

“Clear communication, strong execution, and consistent performance improvements month after month.”

Michael Chen

Founder

“They helped us scale with a structured strategy and measurable KPIs.”

Laura Bennett

CFO

Key Paths to Success - Interim CFO Example:

Scope the project

When you contact us for services we scope the project to understand your needs and what is necessary for success.  Communication and understanding of the process to achieve success

Create 30/60/90 day plan

Creating clear and concise 30/60/90 day plan with constant and continuous stakeholder communications help drive successful implementation of all financial needs of the business

Implementation & Hand Off

Execution of a clear plan leads to implementation success and a clear path to a final hand-off.

Contact us and we can help

Fill out the form below and our expert specialists will get in touch to discuss your needs.

Matteo Financial Advisory LLC

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