Financial Advisory
On-demand CFO intelligence. Strategic financial planning. Data-driven decisions that accelerate growth and maximize shareholder value at every milestone.
Financial Advisory
From day-to-day cash visibility to investor-ready models, BMD Legacy handles every dimension of financial strategy — so your decisions are always backed by real numbers.
Access seasoned CFO-level guidance without the full-time executive cost. We sit alongside your leadership team, translating numbers into strategy.
Robust three-statement models built to withstand real scrutiny from banks, investors, and your own board.
From seed rounds to growth equity, we prepare the numbers that convince investors and lenders to say yes.
Annual budgets that actually get used — built with department heads, tracked monthly, adjusted with reality.
See cash crunches coming months before they arrive, with rolling forecasts updated every week.
Buying, selling, or merging? We stress-test the numbers before you sign anything.
Our Process
01
We review your historical financials, systems, and reporting cadence to understand exactly where you stand today.
02
We construct a driver-based three-statement model reflecting how your business actually operates and grows.
03
We meet monthly to walk through performance, flag risks, and align on the decisions ahead.
04
As you grow, we scale with you — fundraising rounds, new markets, acquisitions, and beyond.
Why BMD
55+
Years in Operation
500+
Companies Served
98%
Client Retention
24h
Guaranteed Response
Client stories
Including the criticism. Every review on this site is written by a client, moderated for spam and nothing else, and shown under the name they chose.
FAQ
Most of our clients engage us on a part-time or fractional basis — typically a few days per month — which gives you executive-level financial leadership at a fraction of a full-time salary.
Yes. We build investor-ready financial models, prepare data rooms, and support you through investor meetings and due diligence.
From early-stage startups raising their first round to established groups with 500+ employees planning acquisitions. Our approach scales to your stage.
Absolutely — we typically work alongside your bookkeeper or accounting team, focusing on strategy and forward-looking analysis rather than day-to-day recording.
We can typically begin your financial health check within a week of signing, with your first strategic model ready within 3-4 weeks.
Schedule a free consultation. We respond within 24 hours.