Case study · Industrial / consumer
Founder-owned company: finance led through an $80M private sale to close
DBy Dustin, Founder & Fractional CFO
$80M
private company sale led through finance to close
The situation
Ownership wanted to run a sale process but the finance function wasn't ready for diligence — reporting was inconsistent and there was no clean model a buyer could underwrite.
The intervention
Dustin led this engagement personally. What he did:
- Cleaned up reporting and built the financial model the process needed
- Prepared the diligence-ready package and managed the data room finance workstream
- Sat across the table on the numbers through negotiation
- Maintained the monthly close and board reporting cadence throughout
The outcome
The process ran on credible numbers, diligence held up, and the transaction closed — with finance a help to the deal rather than a drag on it.
Sale closed at targetDiligence-ready finance packageClean close cadence maintained through the process
The relevant service
Fractional CFOSenior CFO judgment on a monthly retainer — the same operator in your numbers every month, not whoever is free on the bench this week.
Anonymized and drawn from the founder’s track record. Named, attributable references are available on request under NDA.