Our Services
Strategic Financial & Business Services for growth. Expert guidance to close and optimize deals, secure funding, and drive business success. Tailored solutions for every stage of your company.
Corporate Negotiations (JVs, Partnerships)
Effective partnerships with IP integrations and joint ventures can fuel business expansion — but only if structured correctly. At CFO Closer, we guide you through the entire negotiation process, ensuring fair terms, risk mitigation, and long-term success. We help craft agreements that align with your business goals while protecting your interests.
Mergers & Acquisitions
M&A transactions are complex and require a keen eye to assess and filter opportunities from bad deals or bad partners. We support your company through initial assessment, valuation, deal structuring and negotiation. Whether you’re acquiring, merging, fully or partially selling, we ensure a seamless financial transition while maximizing deal value.
Bank Debt Strategy
Debt can be a powerful tool when managed correctly, especially for bootstrapped SaaS businesses. We develop tailored bank financing strategies, helping you secure the best terms, structure repayment and refinancing plans tailored for credit committees. Our goal is to optimize your debt structure while keeping your company’s liquidity strong with our expertise from major Wall Street lending banks.
Equity Strategy
Raising capital is more than just securing funds — it’s about finding the right investors with the right terms, structuring deals strategically. At CFO Closer, we guide you through the negotiation process, pitch preparation and handling the investor relations. We also represent companies in Board meetings as independent partners.
Business Management
Financial stability starts with strong business management. We provide hands-on support in SaaS and standard financial reporting, budgeting, forecasting, and operational efficiencies. Whether you need high-level financial oversight or detailed financial execution, we help you optimize processes for sustainable growth.
CFO Coaching
A traditional CFO can benefit from expert guidance. At CFO Closer, we offer tailored coaching sessions with experienced CFOs to help develop corporate finance and negotiation skills, improve decision-making, and confidently lead financial operations.
