Fractional CFO Services

M&A Prep

Position your business for sale, acquisition, or investment with financial clarity.

Due Diligence

Due Diligence

Data Cleanup

Data Cleanup

Reporting Strategy

Reporting Strategy

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Let our experience drive your financial success

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About the service

Whether you’re planning to raise capital, sell your company, or acquire another, M&A prep ensures your business is presentation-ready. We conduct a deep financial review, clean up your historical records, normalize earnings, and package your story with investor-grade materials. We work with your legal, tax, and investment teams to ensure due diligence goes smoothly and your valuation holds under scrutiny. When it’s time to step into the spotlight, your numbers will speak for themselves.

Our Team

Meet our team
Marc Egort

Marc Egort

Co-Founder

Marc Egort
Sam Applebaum

Sam Applebaum

Co-Founder

Sam Applebaum
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