Financial Due Diligence & Outsourced CFO

I’m a strategic financial partner for searchers and business owners. With over 10 years of experience in the finance, from navigating multi-billion dollar M&A transactions and conducting financial due diligence at KPMG to serving as a Fractional CFO. I service buyers and sellers needing Quality of Earnings reports and sell-side accounting assistance for companies with EBITDA between $1-10 million. My industry experience includes SaaS, logistics, professional services, manufacturing, eCommerce, and small businesses.Prior experience include:

  • Financial Due Diligence Manager at KPMG

  • Investment Banking Associate

  • Director of Strategic Finance

  • New York State CPA

  • Master of Accounting - Brigham Young University

  • B.S. of Accounting - Brigham Young University

Why Partner with zbCFO?

I bring Wall Street expertise made accessible for Main Street entrepreneurs with hands-on, one-on-one support to help you execute with clarity and confidence.

Services Provided

  • Quality of Earnings

  • Sell-Side Cleanup & Due Diligence

  • Buy-Side Financial Due Diligence

  • Fractional CFO Services

  • Strategic Finance

  • Accounting & Reporting

Big Firm Experience, Focused on Main Street

  • Big Four FDD experience, a focused due diligence specialist

  • Maximize value of your M&A activity with a clear financial picture, no guess work

  • Independent assessment, no pressure of firm goals

  • Limited number of clients, ensuring dedicated time and attention

  • Search and Main Street business focus to get you the right advice

  • True partner, you get direct access to me and not passed onto a team

Why Clients Choose Me

"Zach has been an invaluable and trusted partner for our business over the past two years, serving as our fractional CFO. His expertise in financial planning, budgeting, and expense control, combined with his CPA background, has been instrumental in helping us double our growth while becoming more efficient and well-managed. Zach’s strategic insight and trustworthy leadership have transformed our financial operations, allowing us to make confident, informed decisions. We couldn’t be happier with the results he’s delivered and highly recommend his services to any organization looking to elevate their financial strategy."

Christopher T - Grayson Partners

"I am incredibly grateful for Zach and the invaluable support he’s provided in helping my company grow. Without his expertise, I would have been lost. As an entrepreneur with a great product but struggling to understand how to become highly profitable, I deeply relate to the challenges many others face. Zach is not only easy to work with, but he’s also extremely knowledgeable. I’m particularly thankful for his exceptional Excel skills, especially when it comes to creating forecasts that give me a clear roadmap of what actions to take now to ensure a profitable future."

Chelsea B - Sapchap.com

"Zach's impact at Trampolines.com has been truly transformative for our business. His expertise in financial forecasting has given us unprecedented clarity in our cost projections and budgeting, enabling smarter decision-making across all departments. Working closely with our marketing team, he has implemented robust systems to track and optimize our spending, helping us identify our most effective channels and improve our ROI. Most importantly, his ability to translate complex financial data into actionable recommendations has given us more confidence than ever in our path forward. We highly recommend his services to any company seeking experienced financial leadership that can deliver tangible results."

Brad M - Trampolines.com

Tailored Financial Solutions

Pre-LOI Advisory

  • Historical financial statement review

  • KPI and margin review

  • Financial model with scenario and valuation analysis

  • Finance and strategy findings review call

Full Quality of Earnings Report

  • Quality of earnings summary

  • Due diligence adjustments

  • Balance sheet and income statement analysis

  • Net working capital peg and analysis

  • Customer and vendor concentration analysis

  • Proof of cash and other reconciliations

  • Sale and purchase agreement review

  • In-depth review of report, findings, and possible deal implications

FINANCE PARTNER

  • Modeling and forecasting services

  • Sell-side cleanup to get investor ready financials

  • Scenario planning

  • Accounting process creation and documentation

  • Inventory purchasing and management analysis

  • Unit economic analysis

  • Collaborate with outside vendors and parties including investor and banking relationships

  • Meeting frequency based on business requirements

Schedule a Free Strategy Session

Let’s drive your business toward success together! With my expertise and your vision, we can develop a customized strategy that addresses your concerns and unlocks new opportunities.Click below to schedule a meeting.

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