Our Advisory Process
"From financial clarity to transaction excellence — a unified approach that builds lasting value."
At TFO Solutions, we combine structure, strategy, and precision in every engagement. Whether driving ongoing transformation through our CFO Advisory Services or guiding complex transactions with our M&A Advisory practice, our process ensures measurable results, risk mitigation, and sustainable enterprise growth.
1
Initial Assessment & Readiness Evaluation
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Conduct a financial and operational diagnostic to assess current performance and risks.
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Identify cash flow gaps, inefficiencies, and opportunities for improvement.
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For M&A, evaluate deal readiness, governance, and historical performance.
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Establish baseline metrics and define success outcomes.
2
Strategic Financial & Business Planning
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Develop a clear financial roadmap aligned with business goals.
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For CFO Advisory, focus on FP&A, working capital optimization, and KPI definition.
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For M&A, conduct valuation analysis, EBITDA normalization, and positioning strategy.
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Align financial initiatives with funding, growth, and exit objectives.
3
Implementation, Marketing & Execution
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Execute transformation through cash flow control, automation, and reporting improvements.
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For M&A, launch targeted marketing and buyer/seller identification with data-driven outreach.
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Ensure deal structuring and planning align with strategic and compliance requirements.
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Coordinate stakeholders and advisors for seamless execution.
4
Due Diligence, Negotiation & Transaction Support
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Lead financial due diligence and validate valuation assumptions.
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Provide negotiation support using analytics and market insights.
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For CFO clients, refine processes based on financial data and KPIs.
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For M&A clients, manage documentation, closing, and compliance.
FAQs
How is the TFO Solutions process customized?
We tailor our five-step framework to each client’s size, industry, and goals — ensuring strategy and execution fit your business.
Can TFO Solutions handle both CFO and M&A projects together?
Yes. We often combine CFO Advisory with M&A readiness for seamless financial alignment and execution.
