Business Solutions

Mergers & Acquisitions
Owners of closely-held companies inevitably reach a point when they need to grow through an acquisition, develop a succession plan or exit strategy. CFO Advisory Services works with owners to maximize the value of their company and prepare them for succession, acquisition 
or sale. CFO Advisory Services guides companies through this process.

Merger and Acquisition services:

• Buyer or Seller Representation
•Succession Plan and Structure
• Market or Industry Assessment
• Deal Sourcing
• Due Diligence on Target Business
• Deal Structuring
• Deal Negotiating 
• Transaction Closing 



www.cfo-advisory.com • info@cfo-advisory.com  
  275 W. Campbell Road, Suite 130 • Richardson, TX 75080 • 214.377.3700  
1320 S. University Drive, Suite 820 • Fort Worth, TX 76107 • 817.727.5001​