Financial Advisory Services by BPL Associates

BPL Associates offers tailored financial advisory services that provide essential business financial guidance, ensuring strong financial leadership and a robust Financial Strategy. We also specialize in offering Fractional CFO services to meet your unique business needs.

Get Started Today

(516) 869-4100

Financial Advisory Services by BPL Associates

Get Started Today

(516) 869-4100

About BPL Associates, LLC

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Our Mission

BPL Associates LLC was founded with a clear mission: to provide businesses facing complex financial or strategic challenges with actionable, results-driven business financial guidance. Our team also offers access to top-tier financial leadership without the cost of a full-time Fractional CFO.

With over 18 years of experience across multiple industries in financial advisory, BPL Associates stands ready to deliver strategic financial guidance tailored to your specific business needs and goals.

Our Approach

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01 Discovery

02 Strategy Development

We begin with a thorough assessment of your current financial situation and business objectives, ensuring you receive the best business financial guidance through our financial advisory services. Our approach focuses on providing financial leadership and developing a robust Financial Strategy, which may include the expertise of a Fractional CFO.

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02 Strategy Development

Based on our findings, we create a customized Financial Strategy that provides business financial guidance tailored to your unique goals, ensuring effective financial leadership through our financial advisory services, including the expertise of a Fractional CFO.

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03 Implementation

04 Ongoing Support

We collaborate with your team to implement effective financial processes, systems, and reporting tools, providing essential business financial guidance and financial leadership as part of our financial advisory services. Our approach ensures that your Financial Strategy is aligned with your goals, and we can even offer the expertise of a Fractional CFO when needed.

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04 Ongoing Support

We provide regular reviews, analysis, and business financial guidance to ensure your company remains financially optimized. Our financial advisory services and financial leadership will help you develop a robust financial strategy, while our fractional CFO expertise ensures your financial health is prioritized.

What Our Clients Say

Bob was instrumental in creating and managing a global cash model for LCC, providing essential business financial guidance. His leadership and drive in supporting 25 countries with cash management techniques laid a critical foundation for our success. Bob's ability to collaborate across multiple organizations was essential to the success of this key financial advisory initiative. He also played a significant role in analyzing performance statements as we shaped our long-term financial strategy. Bob was a true asset to LCC, and I would not hesitate to hire him or his firm again for future strategic financial leadership and equity initiatives.

I have had the pleasure of working with Bob for many years. Bob exemplifies financial leadership and serves as a role model in business. He prides himself on providing business financial guidance and building relationships that lead to bottom line results. With his financial advisory skills and passion for technology, Bob can connect the many dots in the industry. He uses these abilities to develop effective financial strategies and guide a company in the right direction through the fog of the future. I always look forward to working with him as our fractional CFO! Tim Courtney President, Wavsys

Bob Lee has been instrumental in the growth of FES, earning high regard from FES staff, partners, and clients alike. With deep financial expertise and strong operations, he excels in financial leadership, decision making, and people skills. Bob has implemented robust processes and controls that enhance the company's financial strategy. Over the years of working closely with him, I have witnessed his ability to provide exceptional business financial guidance, resolving complex and sensitive staff and client situations with professionalism, thorough analysis, and meticulous attention to detail. His contributions are akin to having a Fractional CFO on board, always ensuring we are on the right path through his financial advisory skills.

Financial Advisory Services by BPL Associates

Financial Advisory Services by BPL Associates