Traverse

Traverse provides fractional, interim, and project CFO services to small and middle-market companies that need senior finance leadership — without the cost or commitment of a full-time hire.

We work with companies at inflection points: preparing for a capital raise, navigating a CFO departure, cleaning up the books before a sale, or simply outgrowing a controller-level finance function. Our clients are typically $5M–$200M in revenue, backed by private equity or venture capital, or founder-led and scaling fast.

What we do:

• Fractional CFO — ongoing, part-time finance leadership embedded in your business
• Interim CFO — full-time coverage during transitions, searches, or critical moments

Project CFO — scoped engagements for specific deliverables: financial models, fundraising support, M&A prep, ERP implementations, and more

What makes us different:Every Traverse engagement is led by a senior operator — not a junior analyst managed from afar. We've sat in the CFO seat, closed financing rounds, run sell-side processes, and built finance functions from scratch. We deploy quickly, integrate with your team, and leave the company in a stronger position than we found it.

We serve clients across the US, with deep experience in industries including technology, healthcare, consumer, and private equity-backed businesses.

If your finance function needs to perform at a higher level, we're ready to help.