About This Practice
This full-service firm is specialized in offering comprehensive CFO and FP&A services to fast-growing businesses. This is a high-tech CFO firm that has established itself as a market leader and is exceptionally well operated, highly systematic, and infinitely scalable. The owner has designed every facet of the business to facilitate high efficiency, productivity, and results, growing more than 118%. This firm has scaled quickly in the last 3 years and in 2024, is focusing on increasing cashflow to owners. The firm specializes in financing (debt/equity), rapid growth & scaling, M&A and exits.
Team: With over 20 virtual staff members, this firm runs efficiently. A curated team of motivated professionals combined with a tailored role-based organizational structure allow work to be handled and managed with minimal owner involvement. Strong leaders in key roles along with capable and personable staff work well together to satisfy client needs. Bolstered by a team of highly qualified, senior professionals, the firm Is poised to continue its expansion.
Firm highlights include:
- High net worth firms. Approximately 80% are Canadian based clients and 20% US.
- Average fees are approximately $55,000
- Open to keeping a percentage of the company and helping to run the company or sell 100%
- Incredible, high quality staff with several CFOs and FP&As
Ideal Buyer:
A private equity or similar cloud firm offering CFO services would do well purchasing this firm. The owner is open to keeping a small stake in the business for the right buyer and continue helping to run the business. The ideal buyer will be business savvy, a proven leader, and will have strong experience in operations and strategic business development. CPA is not required. The model and immediate scalability require a buyer who is capable of managing growth. A buyer should have competent CFO experience and will have ideally scaled companies previously.
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