Safima Solutions, Inc.
Safima Solutions is a privately held, founder-led finance and accounting consulting firm delivering finance/accounting, transaction services, litigation support, and project management to enterprise clients — primarily real estate developers, private equity, and family offices — across the Southeast US from Charlotte, NC and Fort Lauderdale, FL.
- Company typePrivate
- Founded1988
- HeadquartersCharlotte, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Safima Solutions, Inc. does
Safima Solutions, Inc. is a privately held, founder-led professional services firm specializing in finance and accounting consulting. Founded in 1988 by Hugh Cooper, a former Deloitte Senior Manager with 35+ years of professional, operational, and accounting experience, the firm is co-led with Jon Fuller (Principal Client Services Officer), also a Deloitte alumnus with prior experience as COO of a public company and controller of a multi-billion-dollar subsidiary. The firm operates from a Charlotte, NC headquarters and a secondary Fort Lauderdale, FL office, serving clients across 11 marketed verticals — with primary emphasis on real estate developers (residential, commercial, and master-planned), private equity, family offices, and construction contractors — and additional exposure to manufacturing, automotive/powersports, retail/wholesale, communications, and turnaround/insolvency scenarios.
The firm's product portfolio consists of four core service lines: Finance and Accounting Services (ranging from basic bookkeeping through fractional CFO support, AR management, inventory management, month-end close, sales/use tax, SOX compliance, and GAAP application memos); Project Management Services (accounting system selection and implementation, compliance software integration, and due diligence project management); Transaction Services (buy-side and sell-side financial due diligence, data-room management, synergy analysis, acquisition integration, and capital markets support for IPOs, reverse mergers, and SPACs); and Litigation Support Services (forensic accounting investigations, property valuation, damage evaluation, forensic data analytics, and expert witness preparation for civil litigation). All engagements are delivered by the firm's two principals and a small delivery bench on a project or longer-term assignment basis, with the founders personally engaged on every engagement.
The revenue model is professional services fee-for-engagement, with pricing undisclosed and quotes provided on consultation. Distribution is direct — enterprise field sales, primarily to CFOs, CEOs, and private equity leadership in the Southeast US — through the website, direct outreach, and a light social media presence. The firm does not operate a software platform, disclose API/SDK capabilities, or carry any proprietary technology assets or patents; the offering is purely people-based expert consulting. Revenue, headcount trends, and full ownership structure are not publicly disclosed beyond a 1–10 employee count, no institutional investors, and founder-controlled ownership.
Safima Solutions, Inc. firmographics
Firmographics- Name
- Safima Solutions, Inc.
- Legal name
- Safima Solutions, Inc.
- Website
- https://safimasolutions.com
- Company type
- Private
- Founded year
- 1988
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Safima Solutions is a privately held, founder-led finance and accounting consulting firm delivering finance/accounting, transaction services, litigation support, and project management to enterprise clients — primarily real estate developers, private equity, and family offices — across the Southeast US from Charlotte, NC and Fort Lauderdale, FL.
- Ownership category
- akta.pro rank
Safima Solutions, Inc. industry classification
Industry- Product category
- Management Consulting
- NAICS
- Management Consulting Services (54161)
- SIC
- Services-Management Services (8741)
- akta.pro primary industry
- Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)
- akta.pro secondary industries
- Debt & Capital Advisory (Debt Raising, Refinancing, Private Credit) (BPAHAOAD), Intercompany & Consolidation Support (Eliminations, Group Reporting Support) (BPAAAGAG)
Keywords
Where Safima Solutions, Inc. is headquartered
LocationHeadquarters
- HQ city
- Charlotte
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Safima Solutions, Inc. business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Revenue model
- Professional Services - Finance and Accounting: Consulting services ranging from basic accounting support to CFO-level support, delivered by experienced subject matter experts on project or longer-term assignment basis.
- Transaction Services: Pre and post-acquisition services including financial due diligence, data room management, synergy analysis, acquisition integration, and capital market transaction support.
- Litigation Support Services: Forensic accounting investigations, valuation of property matters, evaluation of damages, expert witness preparation, and dispute analysis services for defense counsel in civil matters.
- Project Management Services: Project-based consulting including accounting system selection, implementation, IT conversions, and project supervision for enterprise clients.
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
Safima Solutions, Inc. product offering
Product offeringCore offering
Safima Solutions is a professional services consulting firm that delivers finance and accounting services ranging from basic bookkeeping to CFO-level support, including accounts receivable management, inventory management, month-end closing, SOX compliance, and GAAP application. The firm also provides transaction services (pre/post-acquisition support, financial due diligence, data room management, capital market transactions), litigation support (forensic accounting, expert witness, damage evaluation), and project management for accounting system implementations.
Product overview
Safima Solutions is a professional services firm offering a unified portfolio of finance and accounting consulting services. The core offerings include Finance and Accounting Services (from basic bookkeeping to CFO-level support), Project Management Services (accounting system implementation and due diligence project management), Transaction Services (M&A pre/post acquisition support including financial due diligence, data room management, and capital market transactions), and Litigation Support Services (forensic accounting, expert witness preparation, and dispute analysis). These services are delivered by experienced subject matter experts including former Deloitte professionals who provide practical business and professional experience across multiple industries.
Differentiator
Problem solved
Functional benefit
Products and services
- Finance and Accounting Services
Quantifiable outcome
- $575 million acquisition successfully supported through financial due diligence and M&A services
- +3 more outcomes
Companies that use Safima Solutions, Inc.
Customer profileNamed customers5 records
Segments11 records
Ideal customer profiles8 records
Safima Solutions, Inc. technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Safima Solutions, Inc. partnerships and signals
Strategic signalScale indicators2 records
Recent moves4 records
Expansion highlights4 records
Safima Solutions, Inc. competitors and assessment
Company assessmentDirect peers
- RSM US: RSM US is the leading U.S. middle-market professional services firm with extensive transaction advisory, M&A due diligence, and outsourced accounting practices serving PE and family offices—an almost identical go-to-market positioning to Safima's, but with national scale.
- BDO USA: BDO USA is a top-10 global accounting and advisory network with a strong mid-market focus on transaction advisory, due diligence, and outsourced finance/accounting services—directly comparable to Safima's core offerings but with materially more scale, geographic coverage, and service-line breadth.
- Grant Thornton US: Grant Thornton is a major U.S. accounting and advisory firm with sizable transaction advisory, forensic/litigation support, and CFO-advisory practices targeting PE-backed and mid-market clients—competing head-to-head with Safima for the same PE and family-office engagements.
- Cherry Bekaert: Cherry Bekaert is a top-30 U.S. accounting and advisory firm with transaction advisory, forensic/litigation support, and outsourced accounting practices concentrated in the Southeast U.S.—geographic and service overlap with Safima is particularly direct.
- FORVIS (formerly Dixon Hughes Goodman): FORVIS is a top-6 U.S. accounting and advisory firm formed from the merger of Dixon Hughes Goodman and BKD, with substantial transaction advisory, forensic, and outsourced CFO services for PE and mid-market clients in the Southeast—an overlapping competitor with Safima.
- Marcum LLP: Marcum is a national accounting and advisory firm with strong transaction advisory, forensic accounting, and CFO/Controller advisory practices serving mid-market and PE clients—a direct competitor for Safima's outsourced finance and M&A diligence engagements.
- Crowe LLP: Crowe is a national accounting, consulting, and advisory firm with strong transaction services, forensic accounting, and outsourced finance offerings for mid-market and PE clients—directly overlapping Safima's service portfolio and customer segments.
- Wipfli LLP: Wipfli is a top-20 U.S. accounting and consulting firm with strong transaction advisory, outsourced accounting, and CFO advisory practices for PE-backed and family-owned mid-market clients—an analogous mid-market-focused model to Safima's.
- Baker Tilly US: Baker Tilly is a top-15 U.S. advisory firm providing transaction advisory, forensic and litigation services, and outsourced accounting support to PE, real estate, and family-office clients—closely matching Safima's service mix and target customer profile.
- Plante Moran: Plante Moran is one of the largest U.S.-based mid-market accounting and advisory firms, with significant transaction advisory and outsourced finance practices serving PE and family-office clients across multiple U.S. regions—a direct strategic competitor to Safima.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks5 records
Key highlights6 records
Customer concentration
Safima Solutions, Inc. social profiles
Digital presenceSafima Solutions, Inc. financial estimates
Financial estimateRevenue estimate
Valuation estimate
Safima Solutions, Inc. leadership team
Management profileNumber of profiles
Profiles2 records
Safima Solutions, Inc. funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Safima Solutions, Inc. M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Safima Solutions, Inc.
What does Safima Solutions, Inc. do?
Safima Solutions is a professional services consulting firm that delivers finance and accounting services ranging from basic bookkeeping to CFO-level support, including accounts receivable management, inventory management, month-end closing, SOX compliance, and GAAP application. The firm also provides transaction services (pre/post-acquisition support, financial due diligence, data room management, capital market transactions), litigation support (forensic accounting, expert witness, damage evaluation), and project management for accounting system implementations.
Is Safima Solutions, Inc. a public or private company?
Safima Solutions, Inc. is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Safima Solutions, Inc. founded?
Safima Solutions, Inc. was founded in 1988. It employs 1 to 10 people.
Where is Safima Solutions, Inc. based?
Safima Solutions, Inc. is headquartered in Charlotte, United States, in the North America region.
How does Safima Solutions, Inc. make money?
Four revenue lines are on record. Professional Services - Finance and Accounting is the primary driver. The others are transaction Services, litigation Support Services and project Management Services.
Who are Safima Solutions, Inc.'s main competitors?
Direct peers on record are RSM US, BDO USA, Grant Thornton US, Cherry Bekaert, FORVIS (formerly Dixon Hughes Goodman), Marcum LLP, Crowe LLP, Wipfli LLP, Baker Tilly US and Plante Moran.
Does Safima Solutions, Inc. have an API?
No public API is recorded for Safima Solutions, Inc..
What industry is Safima Solutions, Inc. in?
Safima Solutions, Inc.'s product category is Management Consulting. Its primary akta.pro industry code is BPAHAOAL, Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory), with a secondary code of BPAHAOAD, Debt & Capital Advisory (Debt Raising, Refinancing, Private Credit). Its NAICS code is 54161 and its SIC code is 8741.