CFO Services
Right-sized for your business

Learn About Our Services

ABOUT SOLOMON ADVISORS

We serve our clients through our "CFO Service" model. Right-size our CFO services to fit your needs.

Our advisors serve as interim or part-time CFOs, preparing clients to sell or buy a company, and as special project resources. We build trusted financial infrastructures and models.

CFO SERVICES MODEL

Our CFO Services clients vary widely but a common thread binds them—they are in fluctuation. Whether you are pre-earnings seeking early investment rounds, a growth company needing new capability, or a mature company left temporarily without a CFO—we will right-size our services to fit your need. We serve in full-time, part-time, or short-term CFO roles.

INDUSTRIES SERVED

Manufacturing
Distribution
Healthcare
Aerospace
Software
Direct-to-Consumer
Consumer Products
Beauty
Food
Industrial Products
Services

M&A and Investment Preparation

Before attempting to summit Mt. Whitney or pulling yourself up Half Dome’s cables, you’d prepare for success – practice hikes, the right gear, a hydration plan, and adequate food are likely on your to-do list. Selling your company or receiving an investment requires equally deliberate preparation.

You’ve built an attractive business, now you are ready to take some chips off the table or take on a growth investor. The deal trail is full of hazards, exhausting, and full of complex decisions. Like most owners & CEO’s, running the day-to-day already stretches you to the limit.

To reach the summit, you need a guide to help carry the weight. We’ve guided sellers and buyers like you up and down the acquisition and investment trail over 100 times. We know the hazards of the trail. We know the view from both sides of the summit. We are geared up, and ready to guide you to the summit.

Deal Readiness Assessment

Sometimes it’s good to know how you stack up. Deal readiness assessments are generally 3-to-5-day processes, which evaluate your company’s overall deal readiness compared to standard expectations. We provide you with an executive summary of general readiness observations and a specific action plan to prepare for your deal process.