Six situations where an interim CFO pays for itself
A CFO vacancy
Keep the close, the bank and the board on track while you recruit, and help choose the permanent hire.
A fundraise
Model, data room, investor questions and due diligence, led by someone who has done it before.
An acquisition or merger
Valuation support, due diligence and integration of two finance teams.
A bank under pressure
An irregular account, a covenant breach or a stock audit gone wrong, handled calmly and transparently.
A turnaround
Cash triage, cost decisions and a credible recovery plan for lenders and owners.
Audit or IPO preparation
Clean books, controls and disclosures ready before auditors or merchant bankers arrive.
From first call to handover
Days 1–7: take charge
Cash position, open risks and immediate priorities, agreed with the owners.
Weeks 2–8: stabilise and lead
Close on time, deal with the bank and drive the specific project.
Final month: hand over
Documented processes, a stronger team, and a smooth handover to the permanent CFO or to a virtual CFO arrangement.
What clients say
They have facilitated us in putting both process and financial systems in place as well as take some very difficult but required decisions. We are indeed pleased to record our appreciation of their individualized, friendly and timely support in our activities during the course of their association.
Soatech’s thorough Business Assessment opened our eyes showing us several areas to improve resource utilization, follow statutory compliance, optimize cash flow. Soatech asked us several tough questions that every business owner should ask themseves. I believe implementation of just a few suggestions given by Soatech team could save us multiple times of fees we would pay them.
Before CFOSurge came into the picture, our business lacked financial discipline. Once their team started overseeing our finances, everything fell into place. There was accountability and when you know someone is keeping track, you ensure things get done properly. It’s been three years and the systems they put in place are still working well. Our business is in a much better position today.
Quoted word for word from our clients. Some quotes use our former name, Soatech.
Questions owners ask us
How much does it cost?
It depends on scope: the size of the business, the number of entities and branches, and how often your CFO meets you. Plans start from ₹50,000 a month. We fix your fee after a free assessment of your business, so you pay only for what you need.
How quickly can an interim CFO start?
Usually within days of the first conversation, after a short assessment of the situation.
How long do interim engagements last?
Typically three to nine months, depending on the situation. Many continue afterwards as a virtual or part-time CFO arrangement.
Can the interim CFO help us hire a permanent one?
Yes. We help define the role, assess candidates and hand over to the person you hire.
