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 — Let us enhance your company’s ability to provide decision support through Financial Advisory, Financial Planning & Analysis (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 & Compliance and Process Redesign — We can design and implement robust policies and efficient procedures.

• Virtual Data Room (VDR) Organization and Maintenance — Let us coordinate and maintain your pre- or post-closing VDR.