M&A Services

Most businesses don’t sell - not because they lack value, but because they aren’t prepared.

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That’s why owners trust CFO Worx. We’re not brokers who “list and wait.” We’re CFOs and operators who’ve bought and sold companies with our own capital. We sit on your side of the table and we know how to protect your valuation.

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We don’t gamble with your exit.We prepare, position, and run a disciplined process powered by AI-driven analysis, a vetted buyer network, and CFO-level deal leadership - so you exit with clarity, confidence, and maximum value.

Not Just Brokers. Exit Partners Who Maximize Value.
Schedule an Appointment

M&A Services

Schedule an Appointment
Not Just Brokers. Exit Partners Who Maximize Value.

Most businesses don’t sell - not because they lack value, but because they aren’t prepared.

‍

That’s why owners trust CFO Worx. We’re not brokers who “list and wait.” We’re CFOs and operators who’ve bought and sold companies with our own capital. We sit on your side of the table and we know how to protect your valuation.

‍

We don’t gamble with your exit.We prepare, position, and run a disciplined process powered by AI-driven analysis, a vetted buyer network, and CFO-level deal leadership - so you exit with clarity, confidence, and maximum value.

Average Transaction Value:

$20–30M EV

Most businesses don’t sell because
they aren’t prepared. We change that.
Cumulative Deal Value:

$200M+

Licensed Brokerage Coverage

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CFO Worx provides full brokerage services in:


Arkansas, Florida (pending), Indiana, Iowa, Maryland, Michigan, Mississippi, Montana, New Jersey, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, Virginia.

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In all other states, under the M&A Broker Exemption, we provide:
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  • Full preparation & positioning
  • Buyer targeting
  • Negotiation
  • Diligence management
  • Deal leadership

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Eligibility: Private companies ≤ $80M revenue or $15M EBITDA.

M&A Services

Executive Financial Leadership for Scalable Growth

Schedule an Appointment

Licensed Brokerage Coverage

‍

CFO Worx provides full brokerage services in:


Arkansas, Florida (pending), Indiana, Iowa, Maryland, Michigan, Mississippi, Montana, New Jersey, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, Virginia.

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In all other states, under the M&A Broker Exemption, we provide:
‍

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  • Full preparation & positioning
  • Buyer targeting
  • Negotiation
  • Diligence management
  • Deal leadership

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Eligibility: Private companies ≤ $80M revenue or $15M EBITDA.

The Challenge

Growing companies often outpace their financial visibility. Reports lag behind reality, cash flow becomes unpredictable, and leadership starts making decisions without clear data. That’s where we come in.

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CFO Worx brings structure, clarity, and leadership to your finance function- transforming it from a back-office task into a forward-looking strategic advantage.

View case studies

What We Deliver

Full-cycle M&A leadership from preparation to closing — with a focus on maximizing valuation, accelerating timelines, and protecting seller interests.
Full-cycle M&A leadership from preparation to closing — with a focus on maximizing valuation, accelerating timelines, and protecting seller interests.

Financial Clarity

2-3 Months

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  • Financial cleanup & upgrades
  • CIM (Confidential Information Memorandum)
  • AI-powered data room
  • Forward projections & buyer-ready KPIs
  • Disclosure strategy and risk mitigation

Targeted Buyer Outreach

1-2 Months

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  • AI-driven buyer identification
  • Vetted buyer & lender network
  • NDA-controlled confidentiality
  • Only serious buyers progress
  • Owners meet buyers only after IOIs

Buyer Engagement & Narrative Control

30-45 Days

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  • Coaching for buyer meetings
  • Objection anticipation
  • Growth story positioning
  • Competitive tension creation

Negotiation & Deal Structuring

2-4 Weeks

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  • Multiple-offer negotiation
  • Side-by-side term comparison
  • Working capital strategy
  • Earnout / rollover / tax-efficient structuring

Due Diligence Leadership

60-90 Days

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  • AI-accelerated diligence workflow
  • Full request management
  • Coordination with QofE, legal, tax, and insurance
  • Valuation defense & narrative control

Closing & Transition

2-4 Weeks

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  • Purchase agreement coordination
  • Financing alignment
  • Issue resolution
  • Transition support post-close

Who We Work With

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Typical Client Profile

  • Privately held businesses with $4M–$80M revenue
  • $500K–$15M EBITDA
  • Owners seeking a majority sale or full exit
  • Buyers expecting to take operational control
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Industries Served

  • Professional services
  • Construction & restoration
  • Healthcare
  • Manufacturing
  • Distribution
  • Technology & IT services
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Common Engagement Scenarios

  • Founder-led businesses preparing for exit
  • Private equity–backed companies optimizing pre-sale
  • Owners seeking maximum valuation and clean diligence
  • Leadership teams needing CFO-level deal guidance

How We’re Different From Brokers

Traditional Brokers

List and wait
Minimal preparation
Mass outreach
Limited diligence support
Focus on listings
Paid regardless

CFO Worx

Prepare > Position > Target > Negotiate > Close
Full financial cleanup + CIM + AI data room
Curated, vetted buyer targeting
Full diligence management & valuation defense
Focus on outcomes and enterprise value
Success-based alignment — we win only when you do
Case Studies

Virtual Assistant Provider (Nebraska)

A fast-growing administrative services company needed proper positioning to attract credible buyers and achieve a premium valuation.

The Challenge

The owner expected a $15M valuation but had outdated disclosures and unclear reporting, limiting buyer engagement.

The Solution

CFO Worx rebuilt the reporting package, crafted the CIM, built the AI data room, and targeted vetted buyers.‍

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Outcome: Sold for $30M+ within 32 days, multiple offers, no re-trades.

Case Studies

Business Services Company (Tennessee)

A business services company needed stronger reporting and positioning to secure an exit above expectations.

The Challenge

The seller hoped for $8M but lacked structured reporting and working capital clarity.

The Solution

CFO Worx rebuilt reporting, clarified working capital strategy, and created buyer competition.

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Outcome: Sold for $15M EV plus $300K in additional working-capital benefits.

Case Studies

Medical Diagnostics Manufacturer (Tampa, FL)

A medical test kit manufacturer preparing for a sale needed investor-grade financials and a real finance function to support diligence, audit, and post-close reporting.

The Challenge

The CEO was effectively the only accounting resource, financials weren’t being closed consistently, and the business lacked the structure required for a QoE, audit, and high-stakes buyer diligence.

The Solution

CFO Worx stepped in as the full finance department - building a close process and SOPs, cleaning and structuring data for segmentation and inventory, supporting QoE and audit work, managing diligence requests, and delivering weekly/monthly reporting packages through close and post-close.‍

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Outcome: Supported a nine-figure exit (>$100M) and sustained post-close reporting; the improved reporting and readiness were credited with adding ~$10M+ in enterprise value.

Case Studies

Restoration Franchise Sale (Multi-Entity, U.S.)

A restoration franchise owner needed consolidated reporting, restoration-specific KPIs, and deal support to maximize sale value and protect cash at close.

The Challenge

The business operated across eight legal entities with complex working capital dynamics, making it difficult to present a clear story to buyers and avoid unfavorable true-ups during closing.

The Solution

CFO Worx consolidated all entities into a buyer-ready reporting package, built custom dashboards tied to restoration metrics, and served as a sell-side advisor - supporting negotiations, validating working capital calculations, and reviewing closing and true-up statements.

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Outcome: Sale closed at ~$15M (high multiple), with CFO Worx negotiations shifting ~$300K in working capital in the seller’s favor.

Case Studies

Buy-Side Deal Sourcing Support (Composite Case)

Buyers - including searchers, small funds, and strategic acquirers - needed a faster, more targeted way to source acquisition opportunities that are real, qualified, and actionable.

The Challenge

Traditional channels were noisy and inefficient: many owners weren’t truly ready to sell, financials were unreliable, and buyers lost months chasing dead-end conversations.

The Solution

CFO Worx built a proprietary sourcing engine combining targeted outreach, seller motivation screening, and high-level financial review - presenting buyers with vetted opportunities matched to their criteria.

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Outcome: Multiple LOIs and offers submitted on CFO Worx-sourced opportunities, repeat buyer mandates, and significant time savings through engagements typically priced at $1K–$4K per month.

The CFO Worx Advantage

About us
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Pricing Transparency

Every engagement is tailored to your company’s size, complexity, and objectives.

Preparation & Outreach

$3,000–$5,000 per month

Financial cleanup, CIM, AI data room, buyer list.

Active Sales Process

$2,000–$3,000 per month


Buyer management, IOI/LOI vetting, negotiation, diligence.

Success Fee

2–5% of transaction value — paid only upon closing.

Full alignment. Zero hidden fees.

Frequently
Asked Questions

Is selling a business complex?

It’s detailed — but with the right partner, it becomes structured and manageable. We lead every step so you stay focused on operations

How long does a sale take?

Typically 6–12 months, often faster with our preparation and AI tools.

What happens during due diligence?

Buyers examine your financials, assumptions, and risks. We prepare a complete AI-powered data room and manage every request, preventing valuation erosion.

How do you protect valuation?

By controlling disclosures, anticipating buyer tactics, and negotiating directly.

What if a buyer walks?

We maintain multiple engaged buyers from day one — you’ll never be exposed.

What if I want to sell next year?

Perfect — early prep often adds millions to valuation.

What if my financials are messy?

Normal. We clean them before market.

Do you have a buyer network?

Yes — private equity, strategics, family offices, lenders, plus AI-driven targeting.

Do you help evaluate multiple offers?

Absolutely — highest price isn’t always best. We compare structure, contingencies, tax impact, and working capital.

Do you represent buyers too?

We primarily represent sellers and avoid conflicts.

How confidential is the process?

Highly confidential. NDAs required. Disclosures controlled.

When do owners meet buyers?

Only after IOIs from vetted, serious buyers.

What size businesses do you work with?

$4M–$80M revenue and $500K–$15M EBITDA.

What industries?

Services, IT, healthcare, manufacturing, restoration, and more.

Where can you act as a full broker?

AR, FL (pending), IN, IA, MD, MI, MS, MT, NJ, OH, OK, PA, SC, TN, TX, VT, VA.

What about other states?

We operate under the M&A Broker Exemption with full prep, outreach, negotiation, and diligence support.

Ready to Sell With Confidence?

With AI-driven preparation, a vetted buyer network, and CFO-level negotiation, CFO Worx helps you exit stronger, faster, and at maximum value.
Schedule a consultation