CFO Services
CFO Services, LLC is a Louisville, Kentucky-based boutique professional services firm providing interim and part-time CFO services, M&A transaction advisory, interim executive placement, and business assessments to middle-market private equity firms, investment banks, and privately owned companies with $25M-$250M in revenue.
- Company typePrivate
- Founded2006
- HeadquartersLouisville, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What CFO Services does
CFO Services, LLC is a boutique professional services firm headquartered in Louisville, Kentucky, that provides interim and part-time CFO services, M&A transaction advisory, interim executive placement, and business assessments to middle-market companies. Founded formally in 2006 by Dan A. Von Behren (CPA, MA), a former Fortune 100 financial and operating executive, the firm has been serving private and private equity-owned companies since 1999. Its client base spans private equity firms, investment banking firms, and privately owned companies ranging from $25M to $250M in revenue, with M&A transaction sizes typically between $10M and $100M.
The firm operates four core service lines: Mergers & Acquisitions Services (buy-side and sell-side advisory, due diligence coordination, and transaction transition management), Interim & Part-Time CFO Services (covering CFO transitions and part-time financial leadership), Interim Executive Services (placing partners as President, COO, or General Manager during executive turnover), and Business Assessments & Value Creation (proprietary 'Building Block' assessment combined with Malcolm Baldrige Criteria). All CFOs are required to maintain active CPA designations and a minimum of 10 years of experience. The firm has cumulatively supported over $1B in M&A transactions across 35+ deals in industries including movie theatres, manufacturing, retail, distribution, restaurants, and services as of 2015.
The business model is professional services and transaction-fee based, with custom quote-based engagement pricing and multi-year contract cadences. Go-to-market relies on direct referral networks within the M&A community, with no disclosed external funding, no public listing, and no parent company. The firm is led by its founding partners and remains privately held, serving approximately 30+ clients with a small partner-led delivery team.
CFO Services firmographics
Firmographics- Name
- CFO Services
- Legal name
- CFO Services, LLC
- Website
- https://cfoservices.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- CFO Services, LLC is a Louisville, Kentucky-based boutique professional services firm providing interim and part-time CFO services, M&A transaction advisory, interim executive placement, and business assessments to middle-market private equity firms, investment banks, and privately owned companies with $25M-$250M in revenue.
- Ownership category
- akta.pro rank
CFO Services industry classification
Industry- Product category
- Financial Advisory & Outsourced CFO Services
- NAICS
- Other Management Consulting Services (541618), Management Consulting Services (54161)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Outsourced Finance & CFO Services (BPAHABAE)
- akta.pro secondary industries
- Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG), Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE)
Keywords
Where CFO Services is headquartered
LocationHeadquarters
- HQ city
- Louisville
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
CFO Services business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- M&A Transaction Services: Fees generated from leading mergers and acquisitions transactions including buy-side and sell-side advisory, due diligence, transaction coordination, and business transition services. Transaction sizes range from $10M to $100M.
- Interim & Part-Time CFO Services: Provides interim CFO services during CFO transitions and ongoing part-time CFO arrangements for companies that cannot economically justify a full-time CFO.
- Interim Executive Services: Executive placement services where partners serve as President, COO, General Manager or Board Members during transitions or leadership gaps.
- Business Assessments & Value Creation: Proprietary assessment programs that identify business process improvements and scalability opportunities to increase company value.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom engagement-based pricing |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
CFO Services product offering
Product offeringCore offering
CFO Services LLC provides outsourced senior financial leadership and transaction advisory to privately held middle-market companies and private equity-owned businesses. Core offerings include Interim & Part-Time CFO Services, Mergers & Acquisitions (sell-side and buy-side advisory), Interim Executive Service placements, and Business Assessments & Value Creation engagements delivered through a proprietary "Building Block" diagnostic framework.
Product overview
CFO Services offers a unified portfolio of financial and executive consulting services. The four core offerings are: Mergers & Acquisitions Services (transaction advisory), Interim & Part-Time CFO Services (financial leadership), Interim Executive Service (C-suite coverage), and Business Assessments & Value Creation (process improvement). These services share a common foundation of executive expertise and are delivered by CPA-certified professionals with extensive M&A and operational experience, targeting middle-market private and private equity owned companies.
Differentiator
Problem solved
Functional benefit
Products and services
- Interim & Part-Time CFO Services Outsourced CFO leadership for privately owned middle-market businesses that need senior financial management on a fractional, interim, or part-time basis. Includes financial reporting, controls, cash management, lender/investor relations, and strategic finance support.
- Mergers & Acquisitions Services Sell-side and buy-side M&A advisory support for middle-market businesses and PE-owned companies, including transaction preparation, valuation input, due-diligence support, and execution assistance.
- Interim Executive Service Placing experienced interim executives, primarily interim CFOs and operating leaders, into client businesses to cover leadership gaps during transitions, transactions, or special projects.
- Business Assessments & Value Creation Diagnostic business assessments using the proprietary Building Block framework, benchmarked against Malcolm Baldrige criteria, that identify operational strengths and gaps and define a roadmap of value creation initiatives for the business.
Quantifiable outcome
- Crossed $1 Billion M&A transaction mark in 2015 with over 35 transactions
- +3 more outcomes
Companies that use CFO Services
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles2 records
CFO Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
CFO Services partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered minor.
- Regal Entertainment GroupminorCFO Services provided transaction support for Regal Entertainment Group's acquisition of Great Escape Theatres, a notable M&A transaction in the entertainment industry.
- ACG New YorkminorACG New York and The M&A Advisor named CFO Services a finalist in the M&A Deal of the Year – Middle Market ($50M-$100M) category at the 3rd Annual ACG New York Champion's Awards.
Scale indicators6 records
Recent moves5 records
Expansion highlights4 records
CFO Services competitors and assessment
Company assessmentDirect peers
- The CFO Suite: The CFO Suite delivers part-time and interim CFO services to mid-sized and growth companies, directly overlapping CFO Services' outsourced/interim CFO value proposition.
- CFO Advisors: CFO Advisors offers outsourced and part-time CFO services to growth-stage and middle-market companies, directly competing for the same fractional CFO engagements as CFO Services.
- Tatum (Randstad): Tatum places experienced interim executives — including CFOs, COOs, and Presidents — into companies for project and transition engagements, mirroring CFO Services' interim executive and fractional leadership model.
- B2B CFO: B2B CFO provides part-time and interim CFO services to private and middle-market companies, directly overlapping CFO Services' core fractional/interim CFO offering and target customer base.
- Accordion Partners: Accordion provides fractional CFO, M&A advisory, and finance consulting to private equity-backed and middle-market companies, closely matching CFO Services' PE-focused, transaction-oriented service mix.
Broad incumbents
- Cherry Bekaert: Cherry Bekaert is a large accounting and advisory firm serving middle-market and PE-backed companies with CFO advisory, transaction support, and value creation services that overlap CFO Services' M&A and assessment offerings.
- Resources Connection (RGP): Resources Global Professionals (RGP) provides on-demand senior finance and consulting talent to corporations and PE-backed companies, competing for interim CFO and finance transformation engagements.
- Plante Moran: Plante Moran is a major accounting and consulting firm serving middle-market companies with CFO advisory, transaction services, and operational consulting that directly overlap CFO Services' target market.
- Robert Half (protiviti / interim CFO practice): Robert Half is a large, established staffing and consulting firm with a significant interim and project-based finance executive practice, competing for the same interim CFO and finance leadership engagements from a broader service portfolio.
- Kforce (interim finance leadership): Kforce is a national staffing and professional services firm with interim and project-based finance and executive placements, competing in the same interim CFO / finance leadership market from a larger scale.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights5 records
Customer concentration
CFO Services social profiles
Digital presenceCFO Services compliance and trust
Trust signalCompliance1 record
CFO Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
CFO Services leadership team
Management profileNumber of profiles
Profiles1 record
CFO Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CFO Services 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 CFO Services
What does CFO Services do?
CFO Services LLC provides outsourced senior financial leadership and transaction advisory to privately held middle-market companies and private equity-owned businesses. Core offerings include Interim & Part-Time CFO Services, Mergers & Acquisitions (sell-side and buy-side advisory), Interim Executive Service placements, and Business Assessments & Value Creation engagements delivered through a proprietary "Building Block" diagnostic framework.
Is CFO Services a public or private company?
CFO Services is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was CFO Services founded?
CFO Services was founded in 2006. It employs 1 to 10 people.
Where is CFO Services based?
CFO Services is headquartered in Louisville, United States, in the North America region.
How does CFO Services make money?
Four revenue lines are on record. M&A Transaction Services are the primary driver. The others are interim & Part-Time CFO Services, interim Executive Services and business Assessments & Value Creation.
Who are CFO Services's main competitors?
Direct peers on record are The CFO Suite, CFO Advisors, Tatum (Randstad), B2B CFO and Accordion Partners. Broad incumbents are Cherry Bekaert, Resources Connection (RGP), Plante Moran, Robert Half (protiviti / interim CFO practice) and Kforce (interim finance leadership).
Does CFO Services have an API?
No public API is recorded for CFO Services.
What industry is CFO Services in?
CFO Services's product category is Financial Advisory & Outsourced CFO Services. Its primary akta.pro industry code is BPAHABAE, Outsourced Finance & CFO Services, with a secondary code of BPAHAOAG, Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs). Its NAICS code is 541618 and its SIC code is 8742.