Transaction Support
Financial Leadership & Support at every stage of your project
Deals move fast; mistakes are expensive. True North CFOs brings industry-savvy CFO leadership to buy-side, sell-side, and capital events; sizing synergies, modelling scenarios, optimizing structure, and establishing reporting cadences that de-risk close and accelerate value creation.
End-to-End Deal Support
Expertise in:
-
Quality of Earnings
-
Due Diligence
-
Financing Negotiations
-
Financial and Cash Flow forecasting
-
Strategic Planning and Implementations.
Pre-Transaction Readiness
Transitioning Lifestyle Business's → Value-Driven Growth Company
• Strategic CFO and Controller support.
-
Establish scalable financial infrastructure to transition from a Lifestyle Operation to disciplined, value driven growth company.
-
Implement forecasting, KIs, and cash-flow visibility to demonstrate predictable, repeatable growth.
-
Strengthening systems, processes, and reporting to increase valuation and reduce transaction risk.
Transaction Support - Quality of Earnings (QoE)
-
While traditional CPA firms focus on historical GAAP accuracy, we focus on what matters to the investors - the deal story, sustainability, and future cash flow capacity.
-
Prepare clean, defensible financials to accelerate diligence and minimize buyer adjustments.
-
Act as the financial quarterback coordinating with advisors, auditors, and stakeholders throughout diligence to make sure the deal continuance plan is exceeded.
Post-Transaction Continuity
-
Continued Fractional CFO and Controller partnership.
-
Ensure seamless financial handoff and integration for new ownership or PE partners.
-
Stand up post-close reporting, covenant tracking, and operational rhythm for the first 100 days.
-
Support management through transition-stabilizing cash flow, enhancing visibility, and
Need to move fast or bridge a valuation gap?
We compress diligence timelines and reconcile discrepancies with clear, data-backed solutions!
Why True North CFO's?
Full-time CFOs demand high salaries and long commitments. We’re the smarter alternative; proven financial leaders with decades of experience, available precisely when and how you need us. From shaping strategy to steering execution, True North CFOs brings investor-grade rigor, clear reporting, and hands-on leadership that powers growth - without straining your budget.