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Transaction Assistance

Investor and Transactional Services

Transaction Assistance

  • Finance & Accounting
  • Investor & Transaction Services
  • Transaction Assistance

Optimize your transaction success with Expert CFO Partner Assistance.

At TechCXO, we understand that successful transactions require meticulous planning and execution. Our CFO partners provide unmatched transaction assistance services to ensure your company is transaction-ready. From meticulous diligence to efficient integration, we cover every aspect of the transaction process. Our comprehensive support includes readiness initiatives like cash to GAAP conversions, revenue recognition, and margin analysis, alongside robust due diligence, integration solutions, quality of earnings improvements, and working capital optimizations. Partner with us to ensure a seamless transition and sustained growth post-transaction.

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TechCXO Transaction Assistance Services

TechCXO provides full buy-side and sell-side support, including Readiness (e.g. Cash to GAAP Conversions, Revenue Recognition and Restatements, Departmental Margins, Developing Forecasts); Due Diligence; Integration; Quality of Earnings remediations, and Working Capital issues and fixes.

  • Readiness

  • Due Diligence

  • Integration Solutions

  • Working Capital Optimization

Readiness

  • Conduct Cash to GAAP Conversions to align your financials with standardized accounting principles.
  • Implement Revenue Recognition and Restatement practices to ensure accurate financial reporting.
  • Analyze Departmental Margins to identify areas for improvement and cost-efficiency.
  • Develop Accurate Financial Forecasts to guide strategic decision-making and future growth.

Due Diligence

  • Perform comprehensive Financial Due Diligence to identify potential risks and opportunities prior to transactions.
  • Assess Quality of Earnings to provide a clear understanding of your business’s financial health and sustainability.

Integration Solutions

  • Create custom Post-Transaction Integration plans that ensure seamless operations and systems alignment post-merger or acquisition.
  • Facilitate effective communication among merging entities to ensure a smooth transition and maintain productivity.

Working Capital Optimization

  • Identify Working Capital Issues and provide actionable solutions to enhance liquidity and operational efficiency.
  • Implement remediations to improve financial stability and support sustainable business growth.

What to Expect

Expertise

TechCXO Finance partners have been involved in financial planning, investment, capital raising and many transactions, both from the sell-side and buy-side. We understand what is important in transaction readiness and support services. You can be sure you will be getting expert and actionable advice.

Speed & Capacity

There is little to no learning curve when engaging a TechCXO partner. Each financial pro has led multiple organizations as a C-sute executive and moves quickly to provide unique insights.

Plan of Action

A team of trusted experts will pull together a clear plan of action – driving milestones, identifying risks, and establishing strong communication plans. This takes the onus off of the buy-side team to drive a swift plan of action.

Impact

Clear Analysis and Adjustments

Full buy-side and sell-side support

Thorough processes and procedures

Why choose TechCXO as your transaction assistance partner?

TechCXO helped pioneer the on demand executive model in 2003 from a simple belief: high-potential companies can benefit from proven part-time and interim executives who they otherwise may not be able to access due to cost, availability, or they didn’t yet need them full time.

We have grown top-line revenue in our own firm every year since our inception due to reputation, referrals, and outstanding work.

We’ve helped more than 7,000 companies -- including billions in capital raises, exits, and transactions -- to date, from startups to Global 1000 companies.

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Our Team

Frank-Connolly-200x200-1

Frank Connolly

Partner
Bob-Dennen-Headshot

Bob Dennen

Partner
Emmett-Ferri-1-400x400

Emmett Ferri

Partner
James-Jackson-Heashot-400x400

James Jackson

Principal
Chris-Joe-Headshot

Chris Joe

Partner
Headshots-2-400x400

Matthew Klaiber

Senior Director
Jim_McClintock_200x200

Jim McClintock

Principal
Neal-Miller-400x400

Neal Miller

Partner
Martha-Parker-1

Martha Parker

Partner
Karen-Reynolds-1-400x400

Karen Reynolds

Partner
Jason-Scherr-1-400x400

Jason Scherr

Partner
Ted-Stone-Headshot-1B-400x400

Ted Stone

Regional Managing Partner
Mark-Zadell

Mark Zadell

Partner

Related services

  • Front-End Due Dilligence
  • Outsouced Operating Partner Capabilities
  • Workouts, Turnarounds and Distress
  • Post-Deal Integration and Assimilation

Insights

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The Challenges of Human Capital Management: A Crossroads—and a Frontier for Growth

08/04/2025
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Strategic Human Capital Management: Strengthening HR-Finance | TechCXO

07/09/2025
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guide-to-fractional-cfo

What is a Fractional CFO, and How Can They Benefit Your Business?

07/01/2025
Read More

Questions?
Call Us or Email

If you’ve never outsourced or used executives on demand before, you’re sure to have a lot of questions. Don’t worry, we’re more than happy to answer them all.

And we know everything there is to know about this unique model. Schedule a call with us or send an email now.

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