Finance leadership for companies that have outgrown their bookkeeper.
Bayview Advisory Group brings a chief financial officer, a controller, and a financial planning and analysis team to mid-sized companies and the investment funds that back them. We own the numbers, the close, the forecast, and the conversations with lenders, auditors, and boards — so the leadership team can run the business.
Senior-led · 15+ years · Private-equity, venture-backed, and owner-led companies
One team, three levels of finance leadership
Chief financial officer
Capital strategy and fundraising, exit readiness, cash and burn management, lender and investor reporting, pricing and margin — and the judgment calls that depend on them.
Controller
A disciplined month-end and quarter-end close, audit-ready financial statements, revenue recognition, internal controls, and accounting systems built for the next stage, not the last one.
Financial planning and analysis
Budgets and reforecasts by cost and profit center, pro forma models for new locations, products, and contracts, headcount and revenue build models, and key performance indicators management actually uses.
Industries we know from the inside
Our team has led finance functions, not just advised them. The patterns below come from operating roles.
Software and subscription businesses
Recurring revenue reporting, burn-to-profitability planning, revenue recognition, and the systems migrations that come with scale.
Behavioral health and multi-site healthcare
Revenue by funding source, location-level profitability, billing and reimbursement oversight, and labor models tied to margin.
Fitness, wellness, and consumer services
Unit economics by location, membership and visit metrics, and growth plans that hold up under a lender's review.
Renewable energy and project-based businesses
Project accounting, milestone-based revenue, capital planning, and reporting for investors with long horizons.
Also: companies operating across the U.S.–Canada border.
Who we work with
Mid-sized companies, typically $2M to $50M in revenue, and the private-equity and venture-capital funds that invest in them. Owner-led businesses with a bookkeeper and no one owning the forward view. Portfolio companies that need a finance function stood up fast. If finance is the bottleneck to the next stage, that is the gap we fill.
How an engagement runs
Diagnostic
Two weeks. We read the books, the cash position, and the reporting the leadership team currently receives. You get a written assessment and a 90-day plan.
Standing engagement
A monthly cadence sized to the decisions on your desk — CFO, controller, or planning and analysis, or all three. Fixed fee agreed in advance, reviewed quarterly.
Transactions and transitions
Capital raise, audit, exit, system migration, or cross-border expansion: we go deeper for the window it takes, then return to the standing cadence.
Book a call
Tell us the size of the business and the decision in front of you. We reply within one business day.
- [email protected]
- Phone
- (310) 409-5440
- Location
- Los Angeles, California