5thGenCFO works with business owners, CFOs, private equity firms, and strategic acquirors 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.

• M&A ADVISORY— We help you whether you’re buying or selling a business.

• 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.

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

• VIRTUAL DATA ROOMS (VDR) — We organize and maintain your pre- or post-closing VDR.