Broadtree Partners has acquired The CFO Project, a mentorship and training program for financial professionals, positioning itself strategically in the growing business services sector.

Target Information

The CFO Project is a Denver-based company established in 2020 that operates a membership-focused mentorship and training program tailored for financial professionals. It empowers its members by equipping them with essential skills required to establish and expand their CFO advisory practices effectively.

As a platform dedicated to professional development in finance, The CFO Project has gained recognition for its innovative approach to mentorship, creating significant value in helping finance professionals navigate complex business environments.

Industry Overview in the United States

The business services sector in the United States has shown robust growth, driven by increasing demand for advisory and consultancy roles as businesses strive to enhance operational efficiencies and