CFO Support Through an Acquisition and Business Integration
Client type
Services
The challenge
A first-time business owner was acquiring an aesthetics clinic from a publicly listed company. They needed CFO-level guidance to assess the deal, navigate the transaction, and then build an independent financial operation from the ground up once it was done. High stakes. First rodeo.
werk:out’s solution
We stepped in as their CFO for the entire acquisition process — reviewing the deal, guiding decisions, and managing the integration once the transaction was complete. We set up all accounting, financial, and reporting functions needed for the business to operate as a standalone franchisor.
The outcome
The business was successfully acquired, integrated, and structured for independent operation. The owner now has a functioning finance operation and a trusted CFO partner in their corner — on a fractional basis — as they explore future acquisition opportunities.
For first-time business owners, having the right CFO support isn't a luxury. It's how you protect the investment.
Werkout has been an absolute pleasure to work with. They are approachable, easy-going, and always quick to respond to anything we need. We are new business owners and they have made bookkeeping feel seamless and stress-free, giving us confidence that everything is handled efficiently
Let’s talk CFO & finance team support
We'll assess your current setup and recommend the right mix of CFO support, finance operations and systems.
explore our virtual cfo servicesLet’s werk:out something great
