Fractional CFO Services

M&A Advisory

Hands-on deal support from initial planning to post-close transition.

Buy/Sell Strategy

Buy/Sell Strategy

Deal Modeling

Deal Modeling

Investor Support

Investor Support

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About the service

We don’t just prepare you for M&A—we walk with you through the entire process. From identifying targets or buyers to modeling deal structures and negotiating terms, we provide strategic and financial insight at every stage. Our team supports you through valuations, term sheets, due diligence, and post-close integration. Whether you’re buying, selling, or merging, we help protect your interests, minimize disruption, and drive value.

Our Team

Meet our team
Marc Egort

Marc Egort

Co-Founder

Marc Egort
Sam Applebaum

Sam Applebaum

Co-Founder

Sam Applebaum