Fractional CFO

Rapid Diligence provides comprehensive due diligence services for small business buyers, founded by experienced acquisition entrepreneurs and M&A analysts. They break down due diligence into five manageable components: Operational, Financial, Market, Strategic, and Technical, serving both online and traditional SMB acquisitions across various industries including manufacturing, car washes, restaurant franchises, and health spas to help buyers mitigate acquisition risks and verify seller claims.

Treewalk is a Vancouver-based accounting firm founded in 2016 that provides transaction advisory, outsourced accounting, and CFO services to companies across North America. Its transaction advisory practice covers pre-LOI deal structuring, post-LOI financial due diligence, quality of earnings reports, working capital peg analysis, and data room preparation. The firm employs more than 75 professionals and focuses its quality of earnings work on deals with target revenue between $1M and $15M.

PPS Solutions is a Long Beach, CA fractional finance firm founded in 2020 by John Hannum, CPA. The firm embeds CFOs, controllers, and accounting professionals directly into client teams at a fractional cost, functioning as internal staff rather than outside consultants. They serve acquisition entrepreneurs with Quality of Earnings reports, M&A due diligence, and financial modeling, alongside ongoing fractional CFO, full-service accounting, and business analytics engagements. Covers Los Angeles, Orange County, Long Beach, and Inland Empire.

Cardinal Finance Partners provides Quality of Earnings and fractional CFO services to businesses with $1 million to $100 million in revenue. The firm works with bankers and brokers on sell-side QoEs, and with PE funds, independent sponsors, searchers and lenders on buy-side and SBA acquisition diligence. Fractional CFO engagements cover monthly close, forecasting and lender reporting, including exit readiness. The firm is led by partners with lower middle market private equity and CPA transaction advisory backgrounds, with offices in Charlotte and Winston-Salem, North Carolina.

LIMESTONE Strategic Partners is an Indiana-rooted firm that provides quality of earnings (QoE) analysis and other due diligence for owner-led businesses, and says its focus is businesses with roughly $500,000 to $5 million of EBITDA. Its services include buy-side and sell-side quality of earnings, buy-side operational due diligence, exit readiness reviews, and packages that prepare a business for lender or investor review, along with embedded CFO and operating partner engagements. The firm was founded by Jared Luegers, CFA, and says it serves buyers and owners nationwide. For its diligence work, the firm states that it quotes a fixed fee, takes no success fee, and does not work both sides of a transaction.

Deputy Partners is an SMB finance firm led by CPAs and CFOs who have personally bought and sold businesses. The firm provides Quality of Earnings financial diligence, CFO advisory, monthly financial reporting, tax preparation, and deal review for business owners and acquisition buyers.