Imperial Advisory Expands Reach with Acquisition of CFO4VETS

Deal News | Jul 01, 2025 | EIN

Imperial Advisory Expands Reach with Acquisition of CFO4VETS

Imperial Advisory, a fractional CFO and advisory firm, has acquired CFO4VETS, a company specializing in CFO services for veteran-owned businesses. As of July 1, 2025, CFO4VETS will operate as a subsidiary of Imperial Advisory, focused on providing financial expertise to the veteran community. This strategic acquisition aligns with Imperial's mission to enhance financial operations for small and mid-sized businesses. Founded by Scott Chesson, CFO4VETS offers diverse corporate finance services like cash flow optimization and valuation, specifically aiding veteran-owned small businesses. Chesson has opted for retirement, passing leadership to Brittney Taylor and Gershon Morgulis from Imperial Advisory. Imperial Advisory, established in 2014, will continue its legacy by channeling their CFO experience towards empowering veteran entrepreneurs. Taylor and Morgulis, both of whom have a military background, will lead the new subsidiary, emphasizing the importance of veterans supporting veterans in business endeavors.

Sectors

  • Financial Services
  • Veteran Support Services

Geography

  • United States – Both Imperial Advisory and CFO4VETS operate within the United States, providing services nationwide.

Industry

  • Financial Services – The article focuses on CFO services and financial advisory roles for small and mid-sized businesses.
  • Veteran Support Services – CFO4VETS focuses on providing financial services to veteran-owned businesses, enhancing their operations and success.

Financials

    Participants

    NameRoleTypeDescription
    Imperial AdvisoryAcquirerCompanyA fractional CFO and C-suite advisory firm offering services to small and mid-sized businesses.
    CFO4VETSTarget companyCompanyProvides CFO services for veteran-owned businesses, aiding in financial strategy and operations.
    Scott ChessonFounder of CFO4VETSPersonFounder of CFO4VETS, a veteran who is stepping back as the company transitions under Imperial Advisory.
    Brittney TaylorPartner at Imperial AdvisoryPersonPartner at Imperial Advisory who will co-lead CFO4VETS.
    Gershon MorgulisPartner at Imperial AdvisoryPersonPartner at Imperial Advisory who will co-lead CFO4VETS.