TRANSACTION ADVISORY & M&A
Transaction advisory — guidance when the stakes are highest.
Capital raises, refinancing, exit planning, or a pending acquisition — a fractional CFO who has been through the process before, working alongside your attorneys and bankers to protect your interests and keep the deal on track.
Capital raise support
Investor-ready financials, projections, and data rooms for debt or equity raises.
Debt refinancing
Restructuring existing debt or securing new facilities to fund growth or a transaction.
Exit planning
Valuation readiness, financial cleanup, and a roadmap for a smooth ownership transition.
M&A due diligence
Buy-side or sell-side financial review, quality of earnings support, and clear answers for counterparties.
Start with a free AI Finance Cost Audit
A $1,500–2,500 value, on us — fully credited toward your first month if you move forward.
Get my free audit →