Financial clarity
for every stage
of your business journey
From fractional CFO leadership to strategic exits, Sunset Business Advisors partners with its clients to build lasting value and capture it when the time is right.
More than a
transaction firm
"The right time to start your next chapter is before the sun sets on today's opportunity."
Sunset Business Advisors works alongside business owners at every stage, not just at the finish line. We are a national advisory firm providing business owners with a full spectrum of advisory services, from embedded fractional CFO leadership to business valuations and M&A execution. We bring institutional quality expertise to business owners that deserve more than a template approach.
Whether you need a trusted financial officer embedded in your business, a clear picture of what your company is worth, or expert guidance through a sale or acquisition, we bring the same discipline and hands on experience to every engagement.
We believe great outcomes are built over time, through strong financial foundations, strategic planning, and experienced guidance that stays with you through every milestone.
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Advisory services built
around your goals
A focused suite of services from financial leadership to M&A execution, all under one roof.
Fractional CFO
Enterprise level financial leadership without the full time cost. We embed in your business as a strategic CFO, bringing financial discipline, board ready reporting, and executive guidance to owner operated companies.
- Cash flow management & forecasting
- Financial reporting & dashboards
- Budgeting & scenario planning
- Banking, lender & investor relations
- Profitability analysis & KPI tracking
- Presale financial preparation
Business Valuation
Know exactly what your business is worth, and why. Our valuations are industry specific, data driven, and designed to give you clarity whether you are planning an exit, securing financing, or resolving a dispute.
- Certified business appraisals
- Industry specific benchmarking
- EBITDA normalization & add backs
- SBA & lender ready reports
- Litigation & estate valuations
- Exit readiness assessments
Exit Planning
The price you receive is built in the years before a sale. We help owners one to ten years out raise their value, reduce risk, and choose the right exit path before a buyer is at the table.
- Baseline valuation & value gap
- Normalized EBITDA & documented add backs
- Reporting a buyer can trust
- Reducing owner dependence
- Exit path planning
- Partner & management buyouts
M&A Advisory
Strategic guidance for both buyers and sellers. We run confidential, structured processes that connect the right parties, maximize value, and see transactions through to close.
- Confidential business listings
- Qualified buyer identification
- Off market deal sourcing
- Deal structuring & negotiation
- Due diligence coordination
- Acquisition search & advisory
Strategic financial leadership. Scaled for your business.
Our Fractional CFO service delivers the same caliber of financial leadership found in enterprise grade organizations, without the overhead of a full time executive. We function as a true strategic partner, embedded in your operations, fluent in your numbers, and focused on outcomes that matter.
Whether you are a growth stage company building your financial infrastructure, or a mature business preparing for a transaction, our Fractional CFO practice provides the clarity and strategic counsel your leadership team needs.
Who This Is For
- CEOs who need financial leadership but are not ready for a full time CFO
- Businesses preparing for a sale, capital raise, or lender relationship
- Owner operators who want clearer visibility into performance and cash flow
- Companies experiencing rapid growth that have outpaced their financial systems
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Financial Clarity from Day One
Month one is focused on financial systems, forecasting infrastructure, and establishing the reporting cadence your business needs to operate with confidence.
Banking & Lender Relations
We handle banking relationships, prepare lender ready packages, and ensure your capital structure supports your growth objectives rather than working against them.
Growth Strategy & Capital Planning
We build the financial models and strategic plans that allow you to make confident decisions about hiring, expansion, acquisition, or exit, with the data to back them up.
Presale Financial Preparation
We normalize your EBITDA, clean up your reporting, and position your financials to withstand buyer due diligence, protecting valuation before you go to market.
Grounded in real experience
Full Spectrum Advisory
From ongoing financial leadership to a single transaction, we offer continuity of service so you do not have to start over with a new advisor at every stage of your business life.
Disciplined Execution
Every engagement follows a structured, end to end process designed to maintain momentum, reduce risk, and avoid the missed opportunities that cost owners value.
Targeted Access & Relationships
We do not rely on broad listings or directories. We run focused processes, connecting the right buyers, lenders, and opportunities through off market relationships built over decades.
Owner First Advisory
Founders, operators, and business owners deserve advisors who understand what they've built. Our entire practice is designed around the people and not just the transaction.
Wherever you are in
your business journey
Fractional CFO Engagement
Financial infrastructure, executive reporting, and growth support, delivered as an embedded strategic partner.
Business Valuation
Understand your company's true market value with an industry specific, data driven appraisal that sets the foundation for your next move.
Exit Planning & Readiness
Clean financials, normalized EBITDA, reduced owner dependence, and a compelling buyer narrative, all built before you go to market.
M&A Process Management
Buyer sourcing, structured negotiation, due diligence coordination, and deal close, managed with discipline from first conversation to final signing.
Transition & Acquisition Support
Smooth handoffs, new owner financial integration, and operational continuity, ensuring that value created in the transaction is preserved after close.
A structured approach
for every engagement
Every advisory engagement follows a proven process that keeps you informed and in control at every step.
Discovery Call
We learn about your business, goals, and timeline in a confidential, no pressure conversation with no obligation.
Assessment
We evaluate your financials, operations, and objectives to identify the right advisory path and areas of opportunity.
Engagement Plan
We present a tailored scope of work, timeline, and deliverables aligned to your specific situation and goals.
Execution & Results
We execute with discipline, keeping you informed and adjusting strategy as conditions evolve, always with your outcome in mind.
Common Questions from Business Owners
How much is my business worth?
Business value is typically based on EBITDA, growth trends, industry multiples, management depth, customer concentration, and overall transaction risk. A professional valuation gives you a defensible number.
When should I start preparing to sell my business?
Most owners should begin exit preparation one to three years before going to market in order to improve financial reporting, reduce risk, and maximize valuation.
What does a fractional CFO do?
A fractional CFO provides strategic financial leadership including forecasting, cash flow management, KPI reporting, budgeting, lender relations, and transaction preparation.
What size businesses do you typically work with?
We work with businesses at a wide range of stages and sizes. Many of our clients have between $500,000 and $50 million in annual revenue, but we evaluate each engagement based on fit and goals rather than a strict revenue threshold.
What does the process look like when working with Sunset Business Advisors?
Every engagement begins with a confidential discovery call to understand your business, goals, and timeline. From there, we conduct an assessment and present a tailored engagement plan. Whether you need fractional CFO support, a valuation, or full M&A advisory, we stay with you through every step.
What types of businesses and buyers do you work with?
We work with business owners at every stage, whether preparing for a sale, building financial infrastructure, or navigating a major decision. On the buy side, we work with entrepreneurs, private equity firms, and family offices sourcing acquisition opportunities. Our practice is built around your goals, not a rigid client profile.
Latest from the blog
The CFO Work Nobody Thinks About Until They’re Trying to Sell
The businesses that sell for the most, and sell the fastest, are not the ones that scrambled to get their financials in order the year before they went to market. They are the ones that had been doing the work all along.
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Selling Without a CFO? How to Prepare Your Business for Market
Larger companies going to market almost always have a CFO in place. Many lower middle market and main street businesses do not have that luxury, and that gap does not have to work against you when it comes time to sell.
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Fractional CFO Services for Privately Held Businesses
Most business owners do not need a full-time CFO. They need experienced financial leadership that helps them make better decisions, improve cash flow, and prepare for growth without adding another executive salary. That is where fractional CFO services can create immediate value.
Read Full Article →Ready to strengthen your financial foundation?
Whether you are looking for fractional CFO support, want to know what your business is worth, or are considering a sale or acquisition, we would welcome a confidential conversation.
251-751-4744 · contact@sunsetig.com · Serving clients nationwide