Fennemore Represents The CFO Project in Significant Business Sale

The CFO Project, a membership-based mentorship platform designed for accountants, bookkeepers, CPAs, and other finance professionals seeking to build and scale a CFO advisory practice, has been acquired by Broadtree Partners.

Fennemore attorneys Nicholas Thompson, Chris Levkulich, and Erik Olson served as the exclusive legal advisor to the CFO Project, supporting its goal to expand its community as the demand for business finance expertise continues to grow.

“In representing the CFO Project in this matter, our M&A team strategically advocated for  the company’s owners, and negotiated with the purchaser group, to transition the business to a qualified acquirer, and to achieve an enhanced position within the industry,” said lead counsel Nicholas Thompson.

Fennemore’s Business and Finance group represents companies at every stage of growth, from formation through mergers, acquisitions, financings, and beyond. By combining practical business insights with sophisticated legal counsel, our attorneys help clients navigate transactions that align with their long-term goals.

For more information, please contact our team below:

Nicholas Thompson is a seasoned mergers and acquisitions, business, tax, and trusts and estates attorney who counsels business owners, companies, and private investment funds through every stage of the business lifecycle, with a distinct emphasis on business sales and succession planning. Nick can be reached at nthompson@fennemorelaw.com.

Chris Levkulich is a business & finance attorney, advising businesses and their owners on matters relating to the taxation of corporations and partnerships, entity formation, mergers and acquisitions, private equity investments, asset sales, and real estate transactions. Chris can be reached at clevkulich@fennemorelaw.com.

Erik Olson is an associate attorney in Fennemore’s Business & Finance practice group. He works with a broad array of corporate clients on matters related to mergers and acquisitions, drafting commercial agreements, and protecting intellectual property assets. Erik can be reached at eolson@fennemorelaw.com.