Insights

Capital services Potential expansion opportunity in capital raising advisory and treasury optimization services for small to mid-sized businesses, given BFG's focus on capital structure management, cashflow optimization, and debt/equity financing.

M&A and planning Opportunity to provide targeted M&A advisory, valuation, deal structuring, and post-merger integration support to their diverse client base ranging from emerging companies to Fortune 500 firms.

Compliance efficiency Cross-sell Sarbanes-Oxley compliance design, monitoring and internal control enhancements to enhance clients' governance frameworks, especially for mid-market and growing enterprises seeking regulatory credibility.

Small business focus Leverage BFG’s small business services and financial modeling capabilities to offer scalable planning and budgeting tools, cash management solutions, and outsourced financial operations for startups and growth-stage companies.

Global and cross-industry Position as a trusted advisor for international and cross-industry clients by highlighting flexible structuring, risk management, and treasury services that support multinational expansion and diverse regulatory environments.

Similar companies to Bethesda Financial Group

Bethesda Financial Group Tech Stack

Bethesda Financial Group uses 8 technology products and services including Network Solutions, Microsoft 365, Lua, and more. Explore Bethesda Financial Group's tech stack below.

  • Network Solutions
    Domain Name Services
  • Lua
    Programming Languages
  • HSTS
    Security
  • X-XSS-Protection
    Security
  • X-Content-Type-Options
    Web & Portal Technology
  • Nginx
    Web Servers
  • OpenResty
    Web Servers

Bethesda Financial Group's Email Address Formats

Bethesda Financial Group uses at least 0 email formats:
Bethesda Financial Group Email FormatsExamplePercentage

Frequently Asked Questions

What is Bethesda Financial Group's phone number?

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You can contact Bethesda Financial Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Bethesda Financial Group's official website and social media links?

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Bethesda Financial Group's official website is bfgfinancial.com and has social profiles on LinkedIn.

How much revenue does Bethesda Financial Group generate?

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As of October 2026, Bethesda Financial Group's annual revenue is estimated to be $1M - $10M.

What is Bethesda Financial Group's NAICS code?

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Bethesda Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Bethesda Financial Group have currently?

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As of October 2026, Bethesda Financial Group has approximately 5 employees across 1 continents, including North America. Key team members include Principal: J. P. and Principal: Z. P. Explore Bethesda Financial Group's employee directory with LeadIQ.

What industry does Bethesda Financial Group belong to?

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Bethesda Financial Group operates in the Financial Services industry.

What technology does Bethesda Financial Group use?

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Bethesda Financial Group's tech stack includes Network Solutions, Microsoft 365, Lua, HSTS, X-XSS-Protection, X-Content-Type-Options, Nginx and OpenResty.
Bethesda Financial Group logo

Bethesda Financial Group

Financial ServicesMaryland, United States2-10 Employees

Bethesda Financial Group (BFG) operates in the financial services sector, offering advisory and execution support across capital market transactions, mergers and acquisitions, business planning, and internal controls. Its services span financial modeling, capital raising through debt and equity, transaction structuring, post-merger integration, and Sarbanes-Oxley compliance, along with treasury management and specialized accounting assistance. The firm serves a diverse client base, including small and emerging companies as well as Fortune 500 organizations, across various industries and international markets, aiming to help clients address strategic and financial challenges.

Headquartered in Bethesda, Maryland, the company positions itself as a resource for both early-stage and established businesses seeking guidance on planning, growth, governance, and operational finance. Founded in 2000, BFG emphasizes a team of experienced professionals who can tailor support for clients ranging from first-time business planning to complex compliance and capital-raising efforts, with services designed to strengthen financial operations and strategic execution.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Bethesda Financial Group's revenue is estimated to be in the range of $1M - $10M

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