data:image/gif;base64,R0lGODlhAQABAAD/ACwAAAAAAQABAAACADs=

Strategic & Flexible Financial Leadership

Who We Are at Bolldell Advisors

At Bolldell Advisors, we provide fractional CFO services to empower businesses to reach their full potential. Our tailored solutions drive growth and enhance operational efficiency.


Richard Cobbs is a founding partner and managing director of Bolldell Advisors, bringing 30+ years of finance expertise in managing middle market companies, private equity investing, and M&A advisory. As a former CFO, investor, and advisor, Richard helps companies secure growth capital, optimize financial operations, and drive strategic expansion.


Throughout his career, Richard has worked with firms such as Revolution Energy Solutions, C-Quest Capital, American Capital, Wachovia Capital Partners, and Harris Williams & Co., advising on capital structuring, financial planning, and investment strategy. He has successfully led debt and equity financing initiatives, helping businesses access funding and scale effectively.


Richard holds an MBA from the Kellogg School of Management at Northwestern University and B.S. degrees in Management and Accounting from Washington & Lee University. He and his wife live in the greater Washington, D.C. area, where they enjoy attending football and lacrosse games with their two sons and exploring Maryland’s Eastern Shore.

Learn More

Frequently Asked Questions

Our process is client focused but here are a few FAQ's to help facilitate discussions with us.

A Fractional CFO is a highly experienced Chief Financial Officer who works with businesses on a part-time or contractual basis. They provide strategic financial expertise, accounting oversight, and operational support without the full-time cost of hiring an in-house CFO. Fractional CFOs are an ideal solution for startups, small to mid-sized businesses, and growing companies that need high-level financial leadership but are not yet ready to commit to a full-time executive.


Hiring a Fractional CFO allows businesses to access top-tier financial expertise at a fraction of the cost of a full-time CFO. This approach provides:

  • Cost Savings - A full-time CFO salary typically ranges from $200,000 to $500,000+ per year, plus benefits and stock options. A Fractional CFO provides similar expertise at a significantly lower cost on a flexible basis.
  • Strategic Financial Leadership - Gain access to financial strategy, cash flow management, and forecasting that drive long-term success.
  • Scalability & Flexibility - Businesses can scale CFO support up or down based on their needs, whether it's for a few hours per week, project-based work, or ongoing advisory services.
  • Improved Financial Oversight - Enhance financial reporting, KPI tracking, and operational efficiency to optimize performance and investor confidence.
  • M&A and Fundraising Support - Expert guidance on capital raising, debt financing, valuations, and acquisitions to fuel growth.


A Fractional CFO brings financial leadership and strategic decision-making to help businesses scale and thrive. Services can include:

  • Strategic planning & financial decision-making
  • Developing & tracking Key Performance Indicators (KPIs)
  • Business plans to raise capital
  • Financial modeling & forecasting
  • Valuation & due diligence for M&A
  • Budgeting with variance analysis
  • Cash flow management & optimization
  • Banking & investor relations
  • Business intelligence & financial reporting
  • Financial planning & analysis (FP&A)
  • Reports, presentations & board communication
  • Contract negotiations & cost management


At Bolldell Advisors, we bring decades of financial leadership experience across multiple industries, including technology, energy, manufacturing, professional and financial services, and private equity-backed businesses.


Our team has successfully:

  • Executed mergers & acquisitions
  • Raised debt and equity capital
  • Audited financial statements for compliance and investor confidence
  • Implemented financial systems and automation
  • Optimized operational planning, budgeting, and forecasting
  • Advised CEOs and leadership teams on growth strategies


We don't just analyze numbers - we provide actionable insights and hands-on support to help businesses make better financial decisions and scale efficiently.


We offer flexible engagement models to fit your company's needs:

  • Ongoing CFO Support (Part-time, monthly or hourly retainer)
  • Project-Based Engagements (M&A, fundraising, system implementation)
  • Interim CFO Services (Short-term leadership during transitions)


Our approach is tailored to your business, ensuring you get the right financial expertise at the right time without overcommitting resources.


Get Expert Financial Leadership - Without The Overhead

Are you ready to take control of your company's finances and accelerate growth?

Schedule a consultation to see how Bolldell Advisors can help.


- Contact Us: info@bolldell.com

- Call Us: 240-515-4659


Let's build a financial strategy that positions your business for success

Connect With Us

Attach Files
Attachments (0)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Cancel

Bolldell Advisors

3 Bethesda Metro Center, Suite 700, Bethesda MD 20814

(240) 515-4659

Copyright © 2025 Bolldell Advisors - All Rights Reserved.

Powered by GoDaddy

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept