SMB Deal Team CFO Advisory Subscription
A strategic CFO Advisor embedded early in the acquisition journey — before LOI and beyond close.
Your strategic CFO Partner in the Deal Process
Coastal CFO Deal Team Advisory service provides early-stage, high-impact financial expertise for acquisition entrepreneurs. Acting as a key member of your deal team, we help you assess, evaluate, and make confident decisions from Pre-LOI through post-close. This offering is designed for buyers who need an experienced financial lens on deals—but don’t need a full quality of earnings (QoE) or a traditional investment banker.
Who It’s For
Searchers and first-time buyers evaluating $1–$10M acquisition targets
Entrepreneurs seeking strategic financial diligence without paying for a full QoE
Buyers who want coaching, insight, and structured deal evaluation—before they commit to an LOI
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Pre-LOI financial reviews
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Strategic advisory call each month
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Email support for questions, insights and follow-ups
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No long-term commitment—stay subscribed as long as you need support
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Summary vetting report with:
✔ Revenue & Margin Trends
✔ SDE & Add-Backs Review
✔ Key Financial Risks & Red Flags
✔ Follow-Up Questions for Seller/Broker -
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Post-LOI bridge support for LOI negotiation & lender prep
Need Strategic Guidance? Get Personalized 1:1 Advising Beyond Financial Vetting
Our SMB Deal Team CFO Advisory Subscription gives you expert insights on your deals, but some searchers need deeper strategic support. If you’re looking for deal structuring advice, risk analysis, or search strategy coaching, we offer one-on-one advisory sessions and a monthly retainer option for ongoing guidance.