About
Our Vision
We believe the businesses people spend their lives building should become more than sources of income, they should become enduring legacies. Our vision is to help business owners move from uncertainty to possibility, transforming the value they have created into the freedom, security, and opportunities they envision for the future. Whether that future means building a larger company, creating generational wealth, transitioning to new leadership, or simply having the freedom to step away, we believe every owner deserves a clear path to what comes next.
Our Value
We turn financial complexity into actionable strategy. We build the models, analyze the numbers, uncover opportunities, identify risks, and provide the financial leadership needed to make informed decisions. Whether preparing a business for growth, strengthening its financial foundation, or positioning it for a successful exit, we do the work that creates measurable value.
Your Victory.
Your victory is seeing the business you built reach its full potential. It is stronger financial performance, greater clarity, smarter decisions, and the freedom to pursue what comes next with confidence. From M&A to month-end, we are here to help you build, protect, and ultimately realize the value of what you have created.
Why ProActive Strategies.
“Why ProActive Strategies” boils down to five reasons. We are overly qualified, ridiculously fast, deeply connected, intentionally small, and relentlessly focused on premium outcomes. We bring the financial expertise to understand what your business is truly worth, the transaction experience to know what buyers are looking for, and the relationships to put your company in front of them. We move with urgency because we believe a quality transaction should take weeks, not years.
For the business you've built over years of hard work and dedication, would you expect any less from your advisors?
You Trust a CPA with your Audit. Why Not Your Exit?
You wouldn't trust just anyone to audit your financials. Why would you expect anything less when selling your business?
Selling a business is one of the most significant financial decisions an owner will ever make—and it's precisely when the numbers matter most. Yet professional financial credentials and certifications are far less common in the M&A advisory space than they are in accounting and audit. At ProActive Strategies, we bring that CPA-level financial rigor to the transaction process, combining deep expertise in accounting, financial reporting, valuation, and business performance to uncover value that others may overlook and position your company for the strongest possible outcome.
We Know What We’re Looking For.
We know where value hides, and where deals fall apart.
We know what buyers look for, what creates value, and what can raise red flags during diligence. Our decades of M&A and executive leadership experience allow us to identify financial inconsistencies, revenue opportunities, operational issues, and other factors that can materially impact valuation—often before a buyer does. The difference between a standard valuation and a premium one is often found in the analysis. We dig beyond the surface-level financials to understand the story behind the numbers, uncover opportunities to strengthen the business, and demonstrate value that may otherwise go unrecognized. Our analysis isn't simply about putting a number on your business; it's about understanding what makes that number higher.
We Have the Connections & Relationships
The Perfect Buyer for your company isn’t just the first one to pick up the phone.
Anyone can find a buyer. The right advisor creates competition for your business. While some M&A firms rely on a handful of familiar buyers or simply take the first credible offer that comes along, ProActive leverages relationships across private equity, strategic acquirers, investors, lenders, and other transaction professionals to identify the right opportunities. We don't believe your company should be sold to whoever happens to call first—we believe you should have the opportunity to see what the market is willing to pay. The more qualified buyers at the table, the more leverage you have.
We’re Intentionally Small.
Senior-level attention without the layers of a large firm.
In a large M&A firm, it's easy to become another deal number—passed from partner to associate, associate to analyst, and analyst to another intermediary. The pitch may come from the senior banker, but the day-to-day reality can look very different. We don't believe selling your life's work should feel like that. ProActive is intentionally small because we believe accessibility, responsiveness, and senior-level involvement produce better outcomes. When you call ProActive, you get ProActive.
We’re Fast
Most Firms Take Years. We Take Weeks.
Speed matters when opportunity has a shelf life. While traditional M&A processes can take years, we believe a well-prepared business should be able to move from preparation to closing in months—not years. Our streamlined process, direct communication, and hands-on execution allow us to move quickly without compromising financial rigor. Our recent sale of three Florida plumbing companies, which had previously failed to transact twice, closed in just 38 days.
Typical Client Profile
Who ProActive is built to serve
$5-50M
Average Yearly Revenue
$1-10M
Average EBITDA
25-100
Average Employee Count
Stage:
Established/Mature
Ownership:
Founder/Family Owned
Industries:
Experienced across 20+
Geography:
International
Transaction Profile
Realigning/Growing/Preparing for Transaction
Frequently Asked Questions
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A Fractional CFO—also known as a Contract, Outsourced, or Temporary CFO—provides the financial expertise and strategic guidance businesses need without the cost of a full-time executive. At ProActive Strategies, our Fractional CFOs work alongside leadership teams to strengthen financial systems, optimize accounting and tax strategies, and provide the insight needed to make confident business decisions.
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We offer a range of services designed to meet your needs—whether you just need help closing your books or closing your chapter with your company. Everything is tailored to help you move forward with clarity and confidence.
M&A Services, CFO Services, Software Implementation, Fraud Prevention, “financial firefighting”
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Getting started is simple. Reach out through our contact form or schedule a call—we’ll walk you through the next steps and answer any questions along the way.
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Because our team is intentionally smaller, senior professionals remain directly involved in every engagement. We respond quickly, adapt to changing needs, and focus on delivering practical solutions rather than lengthy processes.
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Collaborative, honest, and straightforward. We're here to guide the process, bring ideas to the table, and keep things moving.
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Understanding your company’s value is one of the most important steps you can take—whether you’re considering a sale, preparing for the future, or simply want to know where you stand. ProActive Strategies can help you evaluate your business through the lens of financial performance, market conditions, industry trends, and the factors that drive buyer interest.
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Yes, while we proudly provide Fractional CFO and M&A services in Jacksonville, Florida, we are no strangers to implementing, troubleshooting, and managing financial systems according to both GAAP and IFRS Accounting Standards.