5thGenCFO works with business owners, private equity firms, family offices, and CFOs to solve the issues facing middle market businesses and portfolio companies. We provide the following services:

• STRATEGIC CONSULTING — We differentiate your business from the competition through strategic planning and meaningful insights.

• CFO SUPPORT — We founded 5thGenCFO to make CFO’s lives easier. Let us enhance your company’s ability to provide decision support through Financial Advisory, FP&A, financial performance improvement, and systems and technology optimization.

• TRANSACTION ADVISORY — We help you whether you’re buying or selling a business.

• RISK MANAGEMENT and PROCESS REDESIGN — We audit, design, and implement robust policies and efficient procedures, including SOX compliance.

• VIRTUAL DATA ROOM (VDR) — Let us organize and maintain your pre- or post-closing VDR.