CDI Financial Group

Forecasting for the Future

About CDI Financial Group

At CDI Financial Group, we leverage our extensive experience of over four decades to empower chief executive officers and organizational leadership. This empowerment stems from the profound financial resources at their disposal and an acute understanding of optimized cash burn. Our expertise spans the entire business lifecycle, from nascent startups brimming with potential to established companies navigating the complexities of distressed assests.

Our Services

Our strategic approach is rooted in a deep understanding of your current financial landscape. We conduct a thorough analysis to pinpoint key issues that demand robust financial solutions. This initial assessment forms the bedrock upon which we build our tailored strategies.

Deep Industry Experience

  • CFO/C-Suite Experience of 10+ years for companies of $100M+ in revenue
  • Multiple Round Venture Capital and Secured Lender Funding of over $100M
  • M&A Integration of 50+ New Locations
  • Experience across North America
  • Multiple ERP Integrations
  • Optimized Labor Structure Support
  • Certified Public Accountant
  • Audit Support

Advisory Services

  • Fractional CFO/Controller Advisory Services
  • Operational Transformation
  • Multi-year Financial Proforma
  • Valuation Services
  • Restructuring
  • Operational Key Performance Indicators (KPIs) with Milestone Tracking


Accounting

  • Financial Reporting
  • Comprehensive Accounting and Bookkeeping
  • 13-Week Cash Flow Projections
  • Optimized Treasury Services
  • ERP Integration
  • Recurring Bookkeeping


Let's talk!

225 Carol Lane, Fishkill, NY 12524-2914, US

Business Hours

Mon - Fri
-
Sat - Sun
Closed

Contact Us