Broadtree Partners Acquires The CFO Project
December 17, 2025
Broadtree Partners, a lower middle market private equity firm based in Charlotte, has acquired The CFO Project, a membership-based education and mentorship platform for accountants, CPAs and bookkeepers. The deal—supported by Salem Investment Partners—will position The CFO Project to scale its digital Certified CFO program and community of 500+ members under new CEO Dyanna Salcedo.
- Targets
- The CFO Project LLC
- Sellers
- Jeff Prager, Adam Lean
- Industry
- Education
- Location
- Connecticut, United States
- Transaction Type
- Buyout
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