Charlotte, NC – December 10, 2025, Broadtree Partners LLC (“Broadtree”), a lower middle market private equity firm, announced today that is has acquired of The CFO Project LLC (“The CFO Project”), a premier, membership-based education and mentorship program for accountants, CPAs, bookkeepers and other agents looking to launch and scale CFO advisory practices. The acquisition was supported by Salem Investment Partners.
Founded in 2020, The CFO Project provides a vital solution to the rapidly growing demand for high-end fractional financial leadership. The company’s flagship offering is a 12-month Certified CFO program that includes on-demand digital courses, live mentorship, weekly peer-led roundtables, and white-label templates. The CFO Project provides its 500+ current members with the practical skills and proprietary frameworks designed to help them offer a proven CFO advisory service to small-and-mid-sized businesses. In addition, the program develops and delivers content in accordance with NASBA standards, allowing it to issue Continuing Professional Education credits to their members. The platform’s scalable, digital-first model has driven impressive historical growth, positioning it perfectly for Broadtree’s value creation roadmap.
The acquisition is accompanied by the appointment of seasoned operator and Broadtree Operating Partner, Dyanna Salcedo, as the company’s new Chief Executive Officer. Dyanna brings two decades of leadership experience, including experience as a strategic advisor to small businesses and in direct-to-consumer marketing.
“The CFO Project is an exceptional, high-growth business built on a foundation of community and real-world results,” said Dyanna Salcedo, CEO of The CFO Project. “Having run my own advisory practice, I intimately understand the journey of our members. I am committed to leveraging the founders’ legacy, to solidify our position as the gold standard for training and developing small business CFOs.”
Adam Lean and Jeff Prager, Co-Founders of The CFO Project, commented in a joint statement: “We are incredibly proud of the engaged community and robust platform we have built. Partnering with Broadtree and bringing on a visionary like Dyanna means the program will have the operational and strategic capital needed to reach its full potential. We are thrilled to continue contributing to the company's strategy as it enters this next phase of growth.”
Johannes Zwick, Managing Partner at Broadtree Partners, added, “The CFO Project is a highly strategic acquisition that addresses significant market tailwinds, namely the commoditization of traditional accounting and the surge in demand for fractional expertise. We look forward to continuing the Company’s growth in partnership with the Company’s Founders and equity holders.”
Broadtree Partners, headquartered in Charlotte, NC, is a lower middle market private equity firm focused primarily on business services, government services, healthcare services, and technology. Broadtree has made 16 platform investments and 35 total acquisitions since inception. Central to Broadtree’s strategy is a commitment to identify and partner with talented executives to drive value while preserving legacy and core values through flexible acquisition arrangements ranging from operational partnerships to seamless, coordinated exit and transfer of leadership solutions.
Holland & Knight LLP served as legal counsel to Broadtree Partners. SDR Ventures served as financial advisor and Fennemore served as legal counsel to The CFO Project.
