Projects
CFO Success Stories & Financial Results
Real businesses achieving remarkable growth through strategic CFO services, M&A advisory, and financial transformation. See how we've helped companies scale from $5M to $50M+, improve profit margins by 25-40%, and achieve premium exit valuations.
By The Numbers
Our fractional CFO services and M&A advisory consistently deliver exceptional results for growth-focused businesses. These metrics represent real outcomes from actual client engagements:
- Strategic financial leadership helping businesses scale from $5M to $50M+ in revenue through data-driven decision-making and CFO-level guidance
- Profit margin improvements of 25-40% through unit economics optimization, cost structure analysis, and strategic pricing guidance
- Successful capital raises of $1M-$10M from institutional investors at favorable terms through compelling financial narratives and investor-ready materials
- Exit transactions at 6-8x EBITDA multiples through strategic positioning, comprehensive due diligence preparation, and expert negotiation
- Cash flow optimization generating additional $500K-$2M in working capital without external financing
- Financial infrastructure transformation reducing month-end close from 20+ days to 5-7 days with real-time reporting
Client Success Stories
From manufacturing to SaaS, professional services to distribution—we've helped businesses across industries achieve their strategic financial goals through fractional CFO services and expert M&A advisory.
Industrial Equipment Manufacturer
Scaled from $8M to $32M revenue over 4 years through strategic CFO guidance, capital efficiency improvements, and operational excellence. Improved gross margins from 28% to 43% through pricing optimization and cost structure analysis.
B2B Software Company
Raised $5M Series A at attractive valuation through compelling financial modeling and investor materials. Implemented SaaS metrics dashboard and unit economics analysis driving 180% annual recurring revenue growth.
Consulting Firm
Achieved $18M exit at 7.2x EBITDA through 18-month value enhancement program. Financial cleanup, client concentration reduction, and process documentation increased enterprise value by 45%.
Specialty Distribution Company
Scaled from $12M to $45M through strategic acquisitions, working capital optimization, and inventory management improvements. Increased net profit margins from 8% to 16% through operational efficiency.
Strategic Acquisition Success
Advised on 3 strategic acquisitions totaling $25M over 2 years. Comprehensive due diligence, deal structuring, and integration planning resulted in successful roll-up strategy execution.
Healthcare Services Growth
Secured $7.5M growth equity from private equity firm through compelling investment narrative and financial projections. Funds deployed for geographic expansion and technology infrastructure.
Family Business Succession
Prepared 3rd generation family business for sale over 24 months. Financial transformation, management team strengthening, and strategic positioning resulted in $42M exit at 8.1x EBITDA.
Field Services Company
Financial transformation generated $1.8M in working capital through AR/AP optimization and inventory reduction. Improved net profit margins from 12% to 22% through pricing and cost management.
Regional Service Provider
Scaled from 5 to 18 locations reaching $62M revenue through strategic expansion planning, centralized financial operations, and location-level P&L management. Maintained consistent profitability across all markets.
The CFO Services Value Ladder
Our fractional CFO services guide businesses through a proven value creation pathway, from foundational financial management to strategic exit planning:
Clean books, accurate reporting, cash flow management, and basic KPIs. Typical engagement: Fractional CFO Services ($5,000/month)
Financial modeling, scenario planning, unit economics optimization, and growth strategy. Typical engagement: CFO + Complete Accounting ($8,500/month)
Banking relationships, debt optimization, capital raising preparation, and investor communications. Typical engagement: Board Advisory Services ($7,500/month)
Institutional capital raising, M&A buy-side advisory, strategic acquisitions, and market expansion. Typical engagement: Growth Capital Advisory ($15K-$50K + success fee)
Exit readiness assessment, value enhancement, sell-side advisory, and transaction execution. Typical engagement: M&A Sell-Side Advisory ($50K-$200K + success fee)
Working with MaxAccounting transformed our business from a profitable company into a strategic asset. Their CFO guidance helped us improve margins, raise capital, and ultimately achieve a life-changing exit at 7.5x EBITDA. Worth every penny.
How We Deliver Results
Our proven methodology combines strategic financial leadership with hands-on execution:
Financial Assessment
Comprehensive review of financial position, systems, and strategic opportunities
Strategy Development
Custom financial roadmap aligned with growth goals and exit objectives
Implementation
Execute improvements in financial systems, reporting, and strategic initiatives
Ongoing Optimization
Continuous improvement, strategic guidance, and value creation
- Month 1-3: Financial infrastructure setup, reporting standardization, and KPI dashboard implementation
- Month 4-6: Strategic initiatives begin showing measurable impact on cash flow and profitability
- Month 7-12: Sustainable improvements in margins, working capital, and financial operations
- Year 2+: Focus shifts to growth capital, strategic acquisitions, or exit preparation based on goals
What Our Clients Achieve
These outcomes represent real results from actual client engagements across various industries and business stages:
- Strategic financial leadership enabling data-driven decisions and profitable growth
- Capital raising success at favorable terms through compelling financial narratives
- M&A transactions completed successfully with optimal deal terms and valuations
- Financial systems transforming from reactive accounting to strategic asset
- Business owners achieving life-changing exits and generational wealth creation
- Sustainable competitive advantages built through financial excellence
Ready to Write Your Success Story?
These results are achievable for your business with the right strategic financial leadership. Get started with our $500 financial assessment and see our strategic recommendations within one week.
Schedule Your Assessment