From Complexity to Clarity,

From Valuation to Victory.

Strategic M&A and CFO Advisory Focused on Maximizing Value and Preserving Legacy.

The ProActive Advantage

‍ProActive Strategies helps business owners maximize value, navigate complexity, and confidently prepare for what’s next. Backed by CPA and CEPA expertise, we bring clarity and strategy to every decision.

By the Numbers,

$700M+

$390M+

Aggregate Revenue Value of Clients Served

Aggregate Completed Transaction Value

8-18x

20+

EBITDA Multiples Achieved for Transactions

Industries Served as Chief Financial Officer

By the Years.

30+

Years of Clients Served

24+

AICPA

American Institute of Certified Public Accountants

CPA

Certified Public Accountant

Years Served as W2 Chief Financial Officer

MAcc

CEPA

®

Certified Exit Planning Advisor

MBA

Master of Accountancy

Master of Business Administration

All Working for You.

Close-up of a digital screen displaying 'Mergers & Acquisitions' with a list of related services including transaction preparation, valuation and financial analysis, buyer strategy and positioning, marketing and buyer outreach, negotiation and deal structuring, due diligence management, and transaction closing.

List of CFO advisory services on a business presentation slide, including Wall Street Financial Models, Forecasting & Scenario Planning, Bank Search & Financing Strategy, Fraud Prevention/Investigation, Tax Strategy, Financial Performance Management, Strategic CFO Advisory, with a background of a corporate meeting room.

A presentation slide titled 'Software' listing topics including custom Power BI dashboards, software implementation, custom reporting, process automation, data validation & analytics, data integration, and executive decision support.

Let’s Chat.

Whether you're considering a sale, planning for the future, or simply looking for a clearer view of your business, we're ready to listen.

Let's start a conversation about where you are today, and where you want to go next.

Connect With ProActive