CFO Services and Strategic Advisory - Atlas Advisors
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Our Services


Atlas Advisors provides strategic advice to CEOs, Boards, Audit Committees and Investors on a variety of matters, including exit strategy, mergers and acquisitions, due diligence, restructuring, cash burn management, equity and debt strategy and funding, operations, international expansions. We both advise and execute alongside management. Our CFO Services, led by a time-tested CFO team, allow clients to have confidence that their finance, accounting and related functions are being managed in accordance with best practices. Our team works side by side with a client’s existing financial team to manage day-to-day functions as well as more strategic, long-term financial planning.

From formation stage through Series D, companies do not always need a full-time CFO. Yet they do need regularly available and reliable, trustworthy financial and administrative expertise. Our team will scale its services and team to match your growth. We provide experienced CFOs and accounting and administrative support. We guide our clients through day-to-day and transaction related matters, freeing internal resources to continue to grow the business.


  • Strategic Planning
  • Financial Modeling and Projections
  • Key drivers of the business
  • Competitive dynamic
  • Cost structure
  • Profitability
  • Sensitivity analysis – what if?
  • Capital Structure and financing needs
  • Cash Flow
  • Sources and Uses of Funds
  • Access to financing sources
  • Day-to-day financial management
  • Budgeting
  • Actuals vs Plan, prior periods
  • Expense management
  • Corporate Finance expertise of Atlas Advisors
  • Capital Raises
  • Mergers and Acquisitions
  • Divestitures
  • Liquidity events


  • Dedicated team
  • Broad industry expertise
  • Particular focus on smaller companies who can benefit from the expertise of our team
  • Service is customized to the client’s needs and priced accordingly
  • Global reach, with business experience in the US, Europe, Canada, South America
  • Work seamlessly with a client’s existing accounting and legal teams
  • Integrate sophisticated financial management without disruption
  • Ability to draw on multiple complementary resources to optimize the value-added to clients