Sample Cfo Consulting Agreement

Sample CFO Consulting Agreement: Everything You Need to Know

A CFO consulting agreement is a contractual document between a business and a Chief Financial Officer (CFO) consultant that outlines the terms of their working relationship. This type of agreement is typical when a business requires the specialized skills and expertise of an experienced CFO, but does not want to hire a full-time employee.

There are many different reasons why a business might require the services of a CFO consultant. Perhaps they are in the process of acquiring or merging with another company and require experienced financial advice. Or maybe they need to conduct a financial audit or implement new financial processes to improve their bottom line.

Whatever the reason, a CFO consultant can provide invaluable guidance and expertise to a business. However, before engaging a CFO consultant, it is important to have a clear agreement in place that outlines the expectations and responsibilities of both parties.

Here is a sample CFO consulting agreement that you can use as a guide when drafting your own agreement:

1. Scope of Services

The agreement should clearly outline the specific services that the CFO consultant will provide. This might include financial planning and analysis, budgeting and forecasting, financial reporting, investor relations, or any other financial services required by the business.

2. Duration of Agreement

The agreement should specify the length of time that the CFO consultant will be engaged by the business. This could be a fixed term or an ongoing engagement.

3. Compensation

The agreement should outline the compensation that the CFO consultant will receive for their services. This might be a flat fee, an hourly rate, or a retainer fee, depending on the nature of the engagement.

4. Confidentiality and Non-Disclosure

The agreement should include a confidentiality and non-disclosure clause, which stipulates that the CFO consultant must maintain the confidentiality of all business information and cannot disclose any confidential information to third parties.

5. Termination

The agreement should outline the conditions under which the engagement can be terminated by either party. This might include breach of contract, loss of trust, or changes in the business`s financial needs.

6. Ownership and Use of Intellectual Property

The agreement should specify who owns the intellectual property rights associated with any work created by the CFO consultant, and how that work can be used by the business.

7. Representations and Warranties

The agreement should include representations and warranties from both parties, which state that they have the necessary authority and expertise to enter into the agreement.


A CFO consulting agreement is a crucial document that outlines the terms of engagement between a business and a CFO consultant. By clearly defining the scope of services, duration of the agreement, compensation, confidentiality and non-disclosure, termination, ownership and use of intellectual property, and representations and warranties, both parties can ensure a successful working relationship.