#5360 - British Columbia - VIRTUAL

-100% value-based subscription pricing model generating fully predictable monthly recurring revenue -Cash flow improved by over 30% in the past 24 months through disciplined operational focus -Senior-level team with Big 4 backgrounds serving early-growth and growth-stage companies -Existing capacity to absorb additional client volume without increasing overhead ABOUT THIS PRACTICE: This fully virtual CFO and FP&A firm specializes in high-level financial leadership for venture-backed and scaling companies, guiding clients through debt and equity financing, rapid growth, M&A transactions, and exits. Premium pricing is supported by specialized expertise and high-touch CFO-level relationships with a carefully selected North American client base. Operations run efficiently with minimal owner involvement, supported by a seasoned team of senior professionals, many with Big 4 backgrounds, and a comprehensive cloud-based tech infrastructure. Over the past 24 months, a disciplined focus on operational efficiency and client selection has driven cash flow improvement of over 30%. IDEAL BUYER: The ideal buyer is an operationally sophisticated leader with demonstrated success scaling advisory-driven organizations. Strong CFO or executive-level financial experience is important, as is comfort managing a distributed, remote team. This opportunity suits an entrepreneurial operator, a strategic acquirer in professional services, or a private equity group pursuing a technology-forward platform investment.
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Poe Group Advisors

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