Company Overview


M&A: Advising
-Sell side: through the entire sell-side process. 9 companies sold in the past 3 years.
-Buyside: Pre LOI advisory, Quality of Earnings Provider, Post-Acquisition CFO Services.

Fractional CFO Services:
-Board & Investor Relations: engaging with boards, investors, creditors, and banks as the primary point of contact.
-Business Transformation: Creating and executing go-to-market strategies for early and middle-stage companies.
-Finance & Accounting Leadership: Adept at addressing accounting and internal control issues, ensuring financial accuracy and compliance.
-Business Operations Leadership: Proficient in building and managing teams across various functions, fostering collaboration and alignment behind shared objectives.


Services Offered

M&A Advisory: As a full-service M&A firm, we assist in valuations, professionalizing your offer, connecting you with potential buyers or sellers, structuring deals, conducting financial due diligence, and providing post-acquisition support.  We have successfully engaged dozens of entrepreneurs over the past few years to help them make their dreams a reality.

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Broker Profile


Areas Served

Untied States

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