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Financial Services Financial Services Executive Services Business Assessments
Serving private & private equity owned companies since 1999
Merger & Acquisition
CFO Services
Interim & Part-Time
CFO Services
Business Assessments
& Value Creation

CFO Services, LLC can lead all aspects of buying or selling a business including preparing a company for sale, due diligence, transaction services and business transitions.

“CFO Services, LLC was invaluable in getting the deal done and seamlessly transitioned our business to the new owner”. (Current Private Equity Client).

CFO Services, LLC offers affordable CFO expertise to middle-market companies. We also provide interim CFO Services during CFO transitions.

“CFO Services, LLC quickly stepped into the CFO role when our CFO left. They helped us recruit a new CFO, deploy best practices and ensured a smooth transition”. (Private Company Owner)

CFO Services, LLC has partners with extensive executive experience outside the financial realm. We often serve as President, COO or General Manager. The breadth of our executive experience allows us to service companies in a way that no other CFO consulting firm can.

“CFO Services, LLC easily stepped into the President role for us when we needed to make some changes”. (Current Private Equity Client)

CFO Services, LLC has a proven business assessment model based on proprietary building blocks and the Malcolm Baldrige Criteria. The assessment model quickly identifies opportunities for improvement that will ultimately create additional value for the owners.

“CFO Services, LLC looked at our business in a unique way that allowed us to take our business to the next level of profitability”. (Private Company Owner)


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