CFO support for SMB acquisition entrepreneurs on their path to build wealth.

Partnering with acquisition entrepreneurs to achieve their goals of growing and sustaining a successful business.

We support searchers at every stage, from pre-LOI financial vetting to post-acquisition CFO advisory services. Our pre-LOI service is designed to build a strategic relationship, guiding acquisition entrepreneurs through due diligence with the ultimate goal of transitioning into a post-close retainer partnership.

This alignment creates a win-win: we provide clear guidance to evaluate opportunities and ensure your plans for business growth and long-term success are on solid ground.