services
CFO ADVISORY
CFO ADVISORY
Brio provides comprehensive CFO advisory services to help companies navigate growth, change, and complex financial decisions with confidence. Acting as a strategic partner to management and the board, we deliver insight, financial leadership, and hands-on support—so your team can focus on building the business while we guide strategy, capital, and performance.
CFO ADVISORY SERVICES INCLUDE:
- Business strategy and financial leadership
- Capital raising, equity & debt structuring
- Budgeting, forecasting, and cash-flow planning
- KPI reporting and performance management
- Board and investor communications
- IPO, M&A, and exit support
- Executive compensation and incentive plans
- Corporate governance, controls, and risk management
Why Brio?
Across every service area, Brio delivers technical depth, strategic insight, and execution you can trust. Whether preparing for a transaction or strengthening your financial infrastructure, we help you lead with clarity and confidence.
Meet our experts
These people can help you
Rohit Babbar
Glen Pantalone
Mike Ertle
Sam Knipper
News & Updates
Brio Financial Group is proud to be a Gold Sponsor of the D. Boral Capital Global Conference 2026
Brio Financial Group is proud to be a Gold Sponsor of the D. Boral Capital Global Conference 2026, taking place Thursday, May 7th at The Plaza Hotel in New York City. Join us for a premier gathering of issuers, investors, and industry leaders from across the globe.
Congratulations to our client, Rock.ai, on this significant milestone
Congratulations to our client, Rock.ai, on this significant milestone. There is something especially meaningful about helping a company prepare for the public markets and then seeing that work culminate in a listing on a national exchange. IPO readiness is not just a...
Brio Financial Group is proud to sponsor the 9th Annual SPAC Conference 6/9-6/10
Brio Financial Group is proud to sponsor the 9th Annual SPAC Conference, the longest-running event dedicated to the SPAC market, taking place June 9–10, 2026 at Westchester Country Club in Rye, New York. Our Founder & Managing Member, David Briones, will also...