A fractional CFO brings senior financial leadership to growing companies without the $300K+ full-time cost. For businesses with $3M-$50M in revenue, this role fills the gap between a bookkeeper who records history and a strategic partner who shapes the future.
Everyone prepares you for the financial side of selling. Nobody prepares you for the identity crisis, the grief, the relationship changes, and the disorientation that follows. Here’s what the emotional side actually looks like and how to navigate it.
The owners who get premium valuations spend 6–18 months preparing before going to market. Here are the five areas — financials, owner dependency, revenue diversification, recurring revenue, and data room readiness — where preparation creates the most value.
Before you engage an M&A advisor or get a valuation, there are questions worth sitting with. Financial readiness, personal clarity, operational gaps, and strategic options — the answers shape every decision that follows.