SDR Ventures Facilitates The CFO Project's Successful Acquisition by Broadtree Partners

The CFO Project's Acquisition Journey with Broadtree Partners

In a significant move for the financial advisory sector, SDR Ventures has successfully facilitated the acquisition of The CFO Project by Broadtree Partners. Founded in 2020 by industry veterans Jeff Prager and Adam Lean, The CFO Project aims to enhance the advisory skills of finance professionals through a membership-based mentorship platform.

The CFO Project not only fills a crucial gap between traditional accounting services and strategic advisory roles, but also supports accountants, bookkeepers, CPAs, and other finance experts in developing their businesses. Members benefit from a rich array of resources: access to an extensive online hub, proprietary tools, structured workshops, and one-on-one mentorship from seasoned professionals—all geared towards acquiring and retaining high-value CFO advisory engagements.

The acquisition marks a notable milestone for The CFO Project, recognized for offering NASBA-approved, CPE-earning masterclasses and a prestigious Certified CFO™ credential. These offerings distinctly position its members in a competitive market, emphasizing the firm's innovative approach to professional development in financial advisory.

Adam Lean, Co-Founder of The CFO Project, praised SDR Ventures for their adept handling of the complex acquisition process: "The SDR Ventures team guided us through a complex process with remarkable skill, transparency, and care. We couldn't have done it without them." This sentiment reflects the trust established between The CFO Project and SDR Ventures, exemplifying the latter's role as an effective partner in navigating business transitions.

Johannes Zwick, Managing Partner at Broadtree Partners, expressed optimism about the future of The CFO Project under Broadtree's ownership: "With a proven approach in helping its members obtain and retain CFO Advisory clients, The CFO Project is poised to continue growing its community, network, and exclusive events across the CFO and business advisory industry as the demand for business finance expertise continues to rise."

The vision behind founding The CFO Project was clear: to provide finance and accounting professionals with a dependable system that allows them to avoid the traditional model of trading hours for income. Jeff Prager emphasized this goal as central to their mission. The partnership with SDR Ventures provided a unique opportunity to showcase their vision and the value of their business.

Ben Luchow, Director at SDR Ventures, commented on the collaborative spirit of the transaction, noting, "Working with Jeff and Adam throughout this transaction was a seamless experience. Their vision, execution, and dedication made this an exciting opportunity to bring the right partner and terms to the table. We’re thrilled to help them achieve a successful sale that reflects the true value of their business."

This acquisition not only signifies growth for The CFO Project but also enhances the landscape of CFO advisory services available to financial professionals. As the demand for financial expertise continues to escalate, The CFO Project stands ready to expand its reach, providing invaluable resources that empower members to thrive in their careers.

As this partnership unfolds, it will be interesting to observe how Broadtree Partners drives The CFO Project to new heights and nurtures its commitment to enriching the finance community.

For additional details, inquiries can be directed to Ben Luchow at SDR Ventures, who provided insights about this transaction and the future prospects of The CFO Project.