M&A Preparation

Sell-Ready Starts Here.

CFO Worx prepares your business for M&A from the inside out ó cleaning financials, building a buyer-ready data room, and crafting a compelling narrative that drives valuation. We operate as your internal finance team, not a broker, ensuring you’re fully prepared before going to market. The result: fewer surprises, stronger offers, and a faster, more controlled exit.

Most Businesses Don't Sell, Not Because They Lack Value, But Because They're Not Prepared.

Nearly 90% of businesses that go to market fail to close. The problem isn’t the business, it’s the presentation. Financials are messy. Documents are incomplete. The story isn’t clear.

CFO Worx isn’t a broker. We don’t just make introductions, we make your business worth buying. Our team acts as your internal financial partner, uncovering EBITDA add-backs, cleaning up the numbers, and crafting a buyer-ready package that drives value and builds trust.

The result: fewer surprises in diligence, more leverage at the table, and a transaction outcome that reflects what your business is actually worth.

Comprehensive M&A Preparation Package

Professional Due Diligence Data Room

A secure, organized folder that contains everything a buyer needs to evaluate your business.

Typically includes:

Legal agreements, insurance policies, contracts, org charts, IP, HR records, and more
Clean, multi-year financials & GAAP-aligned P&Ls, balance sheets, and cash flows, with add-backs and EBITDA normalization
Forward-looking budgets and KPIs & Show financial control, growth trajectory, and operational readiness
How this is helpful to both you and perspective buyers:
Structured for investor review & Matches standard diligence checklists used by PE and strategic buyers
Accelerates deal timing & No scrambling for documents, fewer delays, faster close
Builds buyer confidence & Presents your business as organized, de-risked, and ready to scale

Advanced Dashboarding & Reporting

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

Buyers don’t just buy past performance, they buy the future. Our dashboards and reports show that your business is being run with structure, discipline, and forward-looking clarity. Custom KPIs, real-time tracking, and detailed budgets give buyers confidence that you understand your numbers, are actively managing growth, and have a clear path forward. It’s proof that the business is scalable, and worth a premium.

Strategic Financial Package

This isn’t an expense, it’s a multiplier. Our work goes beyond cleanup; we position your business for maximum valuation by highlighting its true economic power. Adjusted financials and well-documented add-backs not only increase EBITDA, they increase enterprise value, turning every $1 of enhancement into $3 & $8+ at exit. This package ensures your numbers tell the best possible story to buyers, driving up confidence, speed, and price.

What We Deliver:

Recast multi-year financials (P&L and balance sheet) to reflect true earning power
Identify and isolate EBITDA add-backs, such as:
Excess owner compensation
One-time legal, marketing, or restructuring expenses
Non-operating costs (e.g., donations, personal travel, non-essential overhead)
Normalize cost structure for post-transaction operations
Present clean, comparable financials for valuation and due diligence
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

Transaction readiness assessment
Value driver identification
Process management and coordination
Documentation preparation oversight
Stakeholder communication support
Due diligence preparation
We act as your internal deal team, ensuring you're prepared, positioned, and protected throughout the process. From identifying value drivers to managing diligence and stakeholder communication, we help you run a tight process and keep control of your narrative.

Buyer-Ready Deal Presentation (CIM)

This is how you control the narrative. A CIM gives buyers the full context, it explains how your business works, why it wins, and where it's going. The result? Real interest before the first conversation, and meetings that skip past introductions and dive straight into serious deal terms.

What We Deliver:
Professionally written and designed Confidential Information Memorandum (PDF format)
Clear breakdown of your business model, revenue streams, and market position
Financial summary with margin trends, growth context, and scalability indicators
Strategic narrative crafted to resonate with your ideal buyer type
Built to pre-answer buyer questions and guide more productive conversation