Purpose & Aproach
Our CFO Services provide companies with senior-level financial leadership without the need for a full-time in-house CFO.
We design, implement, and oversee the financial infrastructure of the business—ensuring control, transparency, scalability, and investor-grade reporting.
Acting as a strategic partner to founders, shareholders, and boards, Lev Partners bridges day-to-day financial operations with long-term value creation, capital strategy, and transaction readiness.
Scope of Services
Financial Infrastructure & Reporting
Design and implementation of end-to-end financial reporting frameworks
Preparation and review of monthly, quarterly, and annual financial statements
Establishment of management reporting aligned with investor expectations
Ongoing financial review from an auditor’s perspective to proactively identify risks
Finance Function Design & Governance
Objective:
Define the optimal transaction strategy and craft a compelling deal narrative.
Strategic positioning and growth option analysis
Assessment of transaction alternatives (full sale, minority sale, JV, recapitalization)
Value driver identification & SWOT analysis
Transaction readiness assessment (financial, operational, legal)
Preparation of initial marketing materials (Teaser / Blind Profile)
Definition of target investor / buyer universe
Transaction timeline & stakeholder mapping
Deliverables:
Transaction Strategy Memorandum
Teaser & Process Timeline
Outcome:
A clear, defensible deal story and strategic roadmap.
Stakeholder & Team Management
Objective:
Define the optimal transaction strategy and craft a compelling deal narrative.
Strategic positioning and growth option analysis
Assessment of transaction alternatives (full sale, minority sale, JV, recapitalization)
Value driver identification & SWOT analysis
Transaction readiness assessment (financial, operational, legal)
Preparation of initial marketing materials (Teaser / Blind Profile)
Definition of target investor / buyer universe
Transaction timeline & stakeholder mapping
Deliverables:
Transaction Strategy Memorandum
Teaser & Process Timeline
Outcome:
A clear, defensible deal story and strategic roadmap.
Cash Flow, Treasury & Banking
Objective:
Define the optimal transaction strategy and craft a compelling deal narrative.
Strategic positioning and growth option analysis
Assessment of transaction alternatives (full sale, minority sale, JV, recapitalization)
Value driver identification & SWOT analysis
Transaction readiness assessment (financial, operational, legal)
Preparation of initial marketing materials (Teaser / Blind Profile)
Definition of target investor / buyer universe
Transaction timeline & stakeholder mapping
Deliverables:
Transaction Strategy Memorandum
Teaser & Process Timeline
Outcome:
A clear, defensible deal story and strategic roadmap.
Budgeting, Planning & Performance Management
Objective:
Define the optimal transaction strategy and craft a compelling deal narrative.
Strategic positioning and growth option analysis
Assessment of transaction alternatives (full sale, minority sale, JV, recapitalization)
Value driver identification & SWOT analysis
Transaction readiness assessment (financial, operational, legal)
Preparation of initial marketing materials (Teaser / Blind Profile)
Definition of target investor / buyer universe
Transaction timeline & stakeholder mapping
Deliverables:
Transaction Strategy Memorandum
Teaser & Process Timeline
Outcome:
A clear, defensible deal story and strategic roadmap.
Commercial Finance & Profitability Analysis
Objective:
Define the optimal transaction strategy and craft a compelling deal narrative.
Strategic positioning and growth option analysis
Assessment of transaction alternatives (full sale, minority sale, JV, recapitalization)
Value driver identification & SWOT analysis
Transaction readiness assessment (financial, operational, legal)
Preparation of initial marketing materials (Teaser / Blind Profile)
Definition of target investor / buyer universe
Transaction timeline & stakeholder mapping
Deliverables:
Transaction Strategy Memorandum
Teaser & Process Timeline
Outcome:
A clear, defensible deal story and strategic roadmap.
Management & Board Reporting
Objective:
Define the optimal transaction strategy and craft a compelling deal narrative.
Strategic positioning and growth option analysis
Assessment of transaction alternatives (full sale, minority sale, JV, recapitalization)
Value driver identification & SWOT analysis
Transaction readiness assessment (financial, operational, legal)
Preparation of initial marketing materials (Teaser / Blind Profile)
Definition of target investor / buyer universe
Transaction timeline & stakeholder mapping
Deliverables:
Transaction Strategy Memorandum
Teaser & Process Timeline
Outcome:
A clear, defensible deal story and strategic roadmap.
Audit, Tax & Compliance Management
Objective:
Define the optimal transaction strategy and craft a compelling deal narrative.
Strategic positioning and growth option analysis
Assessment of transaction alternatives (full sale, minority sale, JV, recapitalization)
Value driver identification & SWOT analysis
Transaction readiness assessment (financial, operational, legal)
Preparation of initial marketing materials (Teaser / Blind Profile)
Definition of target investor / buyer universe
Transaction timeline & stakeholder mapping
Deliverables:
Transaction Strategy Memorandum
Teaser & Process Timeline
Outcome:
A clear, defensible deal story and strategic roadmap.
Leadership



