Phone:  214.377.3700

Fax:       214.377.3701

Phone:  214.377.3700
Fax:       214.377.3701


Owners of closely-held companies are frequently in the process of growing through acquisitions or desire the development of a succession plan or exit strategy. CFO Advisory Services works with our clients to determine the best strategy for owners who are going through any of these three issues, while helping get the best value for their companies.
Transaction services
  • Succession planning and structuring
  • Market or industry assessment
  • Buyer or seller representation
  • Identifying acquisition targets
  • Identifying and screening potential purchasers
  • Due diligence on target businesses
  • Deal structuring and negotiation of terms
  • Closing transactions.