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M&A Preparation Services

Important Note: CFO Worx is not an investment bank. We provide internal transaction preparation services to help maximize your business value before engaging with investment banks or buyers.

Internal Transaction
Preparation Experts

We serve as your internal representative, preparing your business for successful transactions while allowing you to maintain focus on operations. Our role is to get your business "transaction-ready" before you engage with investment banks or buyers.

Maximize Your Transaction Value

Professional M&A preparation is crucial for achieving optimal outcomes in business transitions. CFO Worx delivers comprehensive transaction preparation services that streamline the due diligence process and highlight your company's true value.

Internal Transaction Preparation Experts

We serve as your internal representative, preparing your business for successful transactions while allowing you to maintain focus on operations. Our role is to get your business "transaction-ready" before you engage with investment banks or buyers.

Maximize Your Transaction Value

Professional M&A preparation is crucial for achieving optimal outcomes in business transitions. CFO Worx delivers comprehensive transaction preparation services that streamline the due diligence process and highlight your company's true value.

Real-Time Financial 
Intelligence

Make better decisions with our advanced financial reporting platform. We deliver:

  • Real-time visibility into key metrics
  • Accurate and timely financial statements
  • Custom dashboards and KPI tracking
  • Actionable insights for strategic planning

Recent Transaction Experience

Our team has successfully supported numerous transactions, including:

  • $120M Technology company (FL, 2024)
  • $5M Contracting business (FL, 2024)
  • $5M IT Services company (MD, 2024)
  • $8M Distribution company (FL, 2024)

$120M Technology company (FL, 2024)

$8M Distribution company (FL, 2024)

$5M IT Services company (MD, 2024)

$5M Contracting business (FL, 2024)

Comprehensive
M&A Preparation Package​

Professional Due Diligence Data Room

  • Three years of historical financial
  • Monthly balance sheet analysis
  • Detailed EBITDA calculations and adjustments
  • Forward-looking monthly projections
  • Comprehensive general ledger review for valuation optimization
  • Proactively organized documentation structure

Advanced Dashboarding & Reporting

  • Custom KPI dashboards
  • Real-time performance tracking
  • Trend analysis and visualization
  • Interactive financial reports
  • Benchmark comparisons
  • Growth metrics monitoring

Comprehensive 

M&A Preparation Package

Professional Due Diligence Data Room

  • Three years of historical financial
  • Monthly balance sheet analysis
  • Detailed EBITDA calculations and adjustments
  • Forward-looking monthly projections
  • Comprehensive general ledger review for valuation optimization
  • Proactively organized documentation structure

Advanced Dashboarding & Reporting

  • Custom KPI dashboards
  • Real-time performance tracking
  • Trend analysis and visualization
  • Interactive financial reports
  • Benchmark comparisons
  • Growth metrics monitoring

Strategic
Financial Package

  • Detailed historical financial performance analysis
  • Custom-built financial models
  • Growth trajectory projections
  • Working capital analysis
  • Margin and profitability trends
  • Key performance indicators (KPIs)

Internal Owner Representation

Partner with CFO Worx to gain:

Transaction readiness assessment

Value driver identification

Process management and coordination

Documentation preparation oversight

Stakeholder communication support

Due diligence preparation

Transaction readiness assessment

Value driver identification

Process management and coordination

Documentation preparation oversight

Stakeholder communication support

Due diligence preparation

Compelling Overview Presentation

  • Professional company overview
  • Unique value drivers
  • Market differentiation analysis
  • Growth initiatives and opportunities
  • Strategic positioning
  • Competitive advantages

Compelling Overview Presentation

  • Professional company overview
  • Unique value drivers
  • Market differentiation analysis
  • Growth initiatives and opportunities​
  • Strategic positioning
  • Competitive advantages

Compelling Overview Presentation

  • Professional company overview
  • Unique value drivers
  • Market differentiation analysis
  • Growth initiatives and opportunities​​
  • Strategic positioning
  • Competitive advantages

The CFO Worx M&A Advantage

Efficient Process

  • Structured 4-6 week project timeline
  • Streamlined documentation preparation
  • Reduced due diligence period 
(save ~2 months)
  • Organized data room structure

Value Optimization

  • Strategic presentation of financials
  • Identification of value drivers
  • EBITDA optimization analysis
  • Growth opportunity highlighting
  • Risk mitigation strategies

Expert Support Network

  • Investment banking firms
  • Private equity groups
  • M&A attorneys
  • Wealth advisors

Professional Leadership

Partner with CFO Worx to gain:
Transaction readiness assessment
Multiple successful exits in the $5M-$100M range
Extensive CEO, CFO, Investment Banking, and Private Equity experience
Deep understanding of buyer requirements and expectations

Why Professional M&A Preparation Matters

Time Savings

  • Reduced due diligence period
  • Organized documentation process
  • Efficient information gathering
  • Streamlined buyer communications

Value Enhancement

  • Professional financial presentation
  • Strategic value driver identification
  • Optimized EBITDA calculations
  • Growth opportunity highlighting

Time Savings

  • Keep operations running smoothly
  • Minimize management distraction
  • Professional transaction support
  • Experienced project management

Who We Serve

We specialize in supporting private, US-based businesses:
  • Clear visibility into business performance
  • Strategic guidance for growth
  • Optimized financial operations
  • Confidence in decision-making
  • Expert financial leadership

Clear Scope of Services

Remember: We are not an investment bank and do not:
  • Source buyers or sellers
  • Provide valuation opinions
  • Execute transactions
  • Offer investment advice
  • Act as a broker-dealer

M&A and Strategic Transactions

Partner with CFO Worx to gain:
  • Clear visibility into business performance
  • Strategic guidance for growth
  • Optimized financial operations
  • Confidence in decision-making
  • Expert financial leadership

Ready to Prepare for Your Transaction?

Contact CFO Worx to discuss how our M&A preparation services can help maximize your business value and streamline your transaction process.

Schedule Consultation

Ready to Prepare for Your Transaction?​

Contact CFO Worx to discuss how our M&A preparation services can help maximize your business value and streamline your transaction process.​

Contact Now