Minimize Cost. Maximize Profit.
Sell Your Business
For More.
Finance meets operations to build a buyer-ready story. Sell faster, for more, with zero last-minute surprises.
Book Your Exit Strategy Consultation
Secured $250m + in funding Trusted by 45+ fast-growing startups
Get Exit-Ready in a Year
Deals fall apart when numbers don’t add up. Wisefi helps build your valuation, clean your books, optimize processes to increase profit, and package your deal. You can show up to buyers with answers, not red flags. In record time, you’ll be ready to sell with total confidence - for more than you initially planned.
Everything a Buyer Will Ask For, Handled by a CFO
You built a great company, now prove it on paper. Wisefi arms you with the financial story and materials that serious buyers demand. You get a full operational and financial overhaul, built by senior finance leaders who know what buyers are looking for.
Clean, audit-ready financials
Income statement, balance sheet, cash flow: compliant and bulletproof. We catch and correct the gaps that kill buyer trust during diligence.
Enterprise valuation & scenario modeling
Show what the business is worth, and back it up with comps and forecasts. Get a defendable number that sets the tone in every negotiation.
KPI tracking & budget alignment
Growth, margins, retention: every number that matters, dialed in and dashboarded. We tie your metrics to your valuation story, so it all adds up in a perfectly maintained data room.
Capital structure & risk review
Optimize debt/equity mix and address any red flags buyers will find. We pressure-test your structure to minimize surprises during legal review.
Streamline what slows down your business
Automate the busywork so your team focuses on growth, not grunt work. We implement automations that free up hours every week—turning wasted time into higher-margin results.
Train for efficiency and synergy
Empower your team to work smarter, faster, and together. We retrain your people on proven workflows and cross-functional systems, transforming siloed teams into a single, high-performing operation.
Frameworks that slash work time in half
Plug into ready-to-use templates and scalable playbooks. Our frameworks reduce operational drag by up to 40%, giving your finance and operations teams the clarity and structure to move as one toward your exit goals.
This is how you boost business value pre-exit
Start with a quick discovery call
Tell us your timeline and goals
Send what you’ve got
We work with clean books and chaos.
We prep your exit strategy
Financials, forecasts, valuation reports, risk assessments
You sell for more
… and we’re right there if buyers bite.
Don’t trust blind - hear what our clients say
David’s financial expertise and genuine belief in our vision have made him an invaluable, committed partner as our fractional CFO.
Moe Bajbaa
Founder of Proud Angeles
We helped Proud Angeles improve cost forecasts by 25%, cut month-end close time in half, and extend runway by four months through a custom three-statement model, automated reporting, and polished partnership decks.
Second time using David for some tasks that I just did not have any time to complete myself - HIGHLY recommend and I will be using him again in the future.
Kurtis Cummings
Owner of Switchyard Brewing
We helped Switchyard Brewing Company refine cost forecasting, streamline monthly reporting, and uncover hidden savings by deploying a brewery-specific forecasting tool and intuitive dashboards.
David added immediate value, quickly grasped the industry, and collaborated seamlessly. His Excel expertise and responsiveness have made him a go-to resource across multiple projects.
Tim Tichenor
CFO of Mainstream Fiber Networks
We helped Mainstream Fiber Networks streamline budgeting and forecasting for their fiber network projects by building a custom Excel model tailored to their services and iterating rapidly on team feedback.
David was an excellent resource. He is very knowledgeable and is a rare find. Was able to work through this project and met all deadlines. I plan on using him much more in the future.
Vadim Leybel
Founder of Cast Capital
We helped Cast Capital Funding improve its financial planning by implementing a tailored forecasting model and automating cash-flow analysis.
Working with David and his team was a great experience fractional CFO advice, financial modeling, and timely reports were invaluable for my startup.
Denise Fesdjian
Founder at Seeds & Shell
We helped a lean team scale their finances without adding headcount. From forecasting to cash flow tracking, we set up a lightweight financial system that matched their pace.
David at WiseFi was the perfect fit fair pricing, highly responsive, and genuinely supportive. I’d highly recommend him for financial modeling or pitch deck support.
David Pearl
Founder at Catch a Captain
We equipped Catch A Captain with a stellar business plan and financial model to position them for future funding.
Incredible finance professionals. Very thorough and sophisticated. Wisefi not only creates financial depth, but they also provide incredible feedback and advice on important business and finance decisions. We will continue to work with Wisefi as we launch and begin operations. Highly recommended! Five stars.
Nicole Kasten
Founder at Sur le Parcours
We provided Sur le Parcours with a comprehensive business plan and financial model designed to strengthen their position for upcoming funding opportunities.
Wisefi has been instrumental in stabilizing and restructuring the financial operations of the company, establishing disciplined financial controls, reliable reporting, and a clear understanding of job costing, overhead, and margin performance. We saw improvements to P&L accuracy, cash-flow forecasting, and balance-sheet visibility. Which have enabled confident, informed decision-making. We went from complex financial data into actionable strategy. An exceptional partner!
Tyler Cottrell
Founder at Green Mountain
We partnered with Green Mountain to stabilize and restructure their financial operations. Our work included implementing disciplined financial controls, cleaning up reporting systems, and establishing clear job costing and margin visibility. We identified inefficiencies, corrected structural issues, and built scalable financial systems—resulting in improved profitability, stronger pricing discipline, and a solid foundation for long-term growth
David has been instrumental from our inception to success—handling everything from financial planning to advanced modeling with flexibility and efficiency. He’s positive, friendly, and highly recommended.
Matt Oden
Execify
We helped Execify grow from inception to a successful global software business by providing end-to-end financial support—including financial planning, book closing, system configuration, workflow setup, and advanced financial modeling.
David is a true professional, exceeded all my expectations and brought more value than I was even asking for. I will use him for all of my future needs!
Robert Beck
COO at Kabert Industries
We integrated Kabert Industries’ trip platform with Google Sheets to auto-generate charter and signature sheets, eliminating manual data entry and saving the team 16+ hours a week to focus on higher-value work.
David exceeded expectations with a detailed, professional financial model delivered early. His responsiveness and quality make him highly recommended.
Tamika Gaten
Founder of GlamRUs
We helped GlamRUs secure $1M in funding by streamlining forecasting, accelerating reporting, and optimizing cash flow with a custom three-statement model delivered ahead of schedule
David provided exceptional financial analysis and strategic insight for my e-commerce business. His thorough approach and attention to detail were invaluable. Highly recommend!
Adiam Eyasu
CEO of Vitalume
We helped Vitalume enhance financial visibility, streamline budget planning, and optimize cash flow by crafting a bespoke financial framework and interactive dashboards.
The best, smartest, most insightful financial modeler I have ever worked with. Highly recommend.
Joe Culotta
CEO of Inside Sales Staff
We helped Inside Sales Staff sharpen revenue forecasts, automate commission reporting, and align hiring plans with growth targets by developing a custom financial model and real-time dashboards.
Wisefi built detailed financial projections and added real value with industry-specific insights. His independence, precision, and positivity made the project seamless.
Yosef Milstein
Schoolset
We built a detailed financial model and designed a five-year projection to support the expansion of an already successful software business. Using this framework, we executed a multimillion-dollar raise.
Wisefi worked swiftly and got us to the finish line before our deadline. Definitely will be using them in the future!
Amber Washington
WeFoods Inc
We developed a comprehensive financial model and created a five-year projection to guide the company’s long-term strategy. Despite being a pre-revenue business, we successfully executed a multimillion-dollar raise, securing the capital needed to drive growth and scale operations.
Don’t Let Disorganized Finances and Sluggish Operations Kill Your Momentum
Let’s get your business exit-ready
Book Your Exit Strategy ConsultationStill considering whether you should sell?
To get you an idea of what you’ll need to kickstart the process, we created a free guide with practical tips you can use today to assess your readiness.