Bridgeway Advisors Group is a senior-only advisory firm for privately held companies between $5 and $50 million in revenue. Work with us on a defined project, or utilize ongoing advisory services.
Every engagement is staffed at CFO and director level. There is no junior team behind the pitch.
Built for the lower middle market
Companies at $5–50 million carry real complexity without a full finance bench. That gap is our practice.
We work alongside your advisors
Your CPA, counsel and lender stay in place. We handle the analysis they are not positioned to run.
Core services
Four practices, one standard of scrutiny.
Each engagement produces something a third party can rely on — a quality of earnings, a borrowing base, a forecast, a monthly operating report.
Transaction services
Buy-side and sell-side support through mergers, acquisitions and ownership transitions.
Quality of earnings and EBITDA normalization
Financial due diligence
Business valuation support
Ownership transition and succession planning
Working capital and net debt analysis
Banking and financing
Obtaining capital, staying inside the credit agreement, and managing the lender relationship.
Borrowing base review for asset-based lending
Covenant analysis and ongoing monitoring
Lender reporting packages
Refinancing and debt restructuring guidance
Capital structure review
Accounting and advisory
The finance function a company needs before it can justify hiring one outright.
Budgeting and pro forma modeling
Cash flow analysis and forecasting
Financial statement compilation and preparation
KPI analysis, including sales force productivity
Vendor disputes and workouts
Employee benefits and insurance analysis
Bankruptcy and restructuring
Accounting and financial advisory for companies and stakeholders in financial distress.
Bankruptcy accounting support
Monthly operating reports (MORs)
13-week cash flow and liquidity analysis
Liquidation and reorganization accounting
Chapter 11, Chapter 7 and out-of-court workouts
Capabilities
What the office of the CFO actually has to produce.
Four bodies of work sit behind every engagement. Most clients start in one and end up drawing on two or three.
Modeling and analysis behind the decisions that change who owns the business or how it is capitalized.
Sell-side and buy-side M&A modeling
Quality of earnings and EBITDA normalization
Business valuation and exit analysis
Pre- and after-tax equity waterfall analysis
Debt sizing and covenant design modeling
Capital raise and financing models
Project finance and return on investment analysis
Strategic alternatives and scenario analysis
Complex capital structure design
Owner and employee incentive plan analysis
The recurring work that keeps the numbers current, reconciled and useful to the people running the company.
Budgeting, forecasting and trend analysis
Three-statement financial models
13-week cash flow forecasting
Working capital and cash conversion analysis
Management dashboards and KPI reporting
Lender and investor reporting packages
Capital budgeting and allocation
Month-end close support and process design
Sales force productivity and performance metrics
Treasury and banking structure review
Keeping the company inside the agreements it has signed, and defensible to the parties who check.
Borrowing base preparation and review
Covenant calculation, testing and monitoring
Lender reporting and relationship management
Internal control review and process documentation
Board and stakeholder reporting
Vendor disputes and workout support
Employee benefits and insurance analysis
Bankruptcy court reporting and monthly operating reports
Statements and schedules that leave the building and have to survive someone else's review.
Financial statement compilation and preparation
GAAP-basis and tax-basis presentation
Multi-entity consolidation
Diligence request schedules and data room support
Monthly operating reports for Chapter 11
Liquidation and reorganization accounting
Purchase price adjustment and true-up schedules
Quarterly reporting packages for lenders and investors
We do not perform audits. We prepare and defend the information that auditors, buyers, lenders and courts review — which is why we can sit on your side of the table.
How engagements work
Scoped to the decision, not to the calendar.
Every engagement is defined in writing before it starts — deliverable, timeline and fee. You are told early if the work is not worth doing.
Defined project
A single deliverable with a fixed scope and fee: a quality of earnings, a valuation analysis, a borrowing base build, a restructuring model.
Typically four to ten weeks
Interim and fractional CFO
Senior finance leadership on a recurring basis — close oversight, forecasting, lender and board reporting — without adding a permanent executive seat.
Monthly, ongoing
On call through a transaction
We stay engaged from LOI through closing and the post-close true-up, sitting on your side of the table for diligence requests and purchase price adjustments.
A first conversation costs nothing and usually takes twenty minutes. If we are not the right firm for the problem, we will say so and point you somewhere better.
Bridgeway Advisors Group
7000 W Palmetto Park Rd, Suite 210
Boca Raton, FL 33433
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