CFO SERVICES
Beyond filling an open seat
A permanent CFO search takes months. A junior consultant adds overhead without credibility. And stretching the finance team isn’t a plan.
Interlochen exists for the space between: when you need proven financial leadership now, on your timeline, without the long-term commitment. Every CFO we place averages nearly 30 years of C-level experience – bringing immediate credibility with lenders, boards, investors, and leadership teams, then leaving with the engagement complete and the business on stronger footing.
Three ways Interlochen serves companies in transition
Interim CFO Leadership
Part-time or full-time CFO coverage for transitions, distress, growth, and any situation that demands immediate senior financial leadership.
Ideal for: CFO departure, Leadership gap, PE or board pressure, Rapid growth, Distress situations
Project CFO
Focused CFO engagement tied to a specific deliverable — a transaction, refinancing, audit prep, or post-acquisition integration.
Ideal for: M&A and sale preparation, Covenant compliance, Refinancing, Post-acquisition integration
Strategic Advisory
Consultative conversations before the engagement begins — so the right structure is in place before pressure builds.
Ideal for: Pre-transaction planning, Emerging financial stress, Board preparation, Growth planning
CLARITY
When to choose interim vs. permanent CFO leadership
Choose Interim CFO when
- The situation is urgent and won’t wait for a search
- You’re not ready to commit to a permanent hire
- The engagement has a clear endpoint — a transaction, a transition, or a stabilization goal
- You need immediate credibility with lenders, boards, or investors
Consider Permanent CFO when
- The company has stabilized and needs ongoing financial leadership
- You’re ready to invest in the right long-term hire
- The business has grown to the point where a full-time CFO is cost-justified
- The interim engagement has concluded and timing is right
CASE STUDY
Restoring lender confidence under covenant pressure
A regional healthcare services company received a formal covenant notice from its lender after its CFO resigned unexpectedly with no succession plan in place.
Senior interim CFO with lender and restructuring experience · Credible financial spokesperson for covenant negotiations · Immediate deployment — within two weeks
A permanent CFO search would have taken 90 days — time they didn’t have. Interlochen placed an interim CFO within 10 days. He led the lender negotiation, produced a remediation plan, and secured a covenant waiver within 45 days. The company refinanced six months later with full lender confidence restored.
Covenant waiver secured. Company refinanced on schedule. Lender relationship fully restored — without the cost or delay of a failed search.