Ken Wiesenfeld has been in the trenches of M&A long enough to know what drives success—and what derails it. As a CFO leading acquisition-fueled growth strategies and as an advisor preparing companies preparing for sale, he’s seen firsthand how the right approach can make or break a deal.
“We bring financial and accounting expertise to every client conversation,” Ken explains. “For buyers, that means executing a disciplined, repeatable process to fuel buy-and-build strategies. For sellers, it means structuring the business for consistent growth, operational effectiveness, scalability, and therefore high end of the range valuation ahead of an ownership transition.”
At Wise Financial Consulting, three principles guide every engagement: disciplined process, strict accountability, and seamless collaboration. With Midaxo’s purpose-built M&A Intelligence platform, Wise doesn’t just talk about these principles—they execute them.
A Disciplined M&A Process That Delivers Results
In M&A, process is power. No two deals are identical, but successful deals run on a structured, repeatable playbook, with an eye toward the areas that can cause friction. Wise builds and customizes those playbooks for each client, backed by decades of financial and accounting expertise.
A flexible, end-to-end M&A Intelligence strengthens this process with:
- Pre-built diligence and integration checklists to sharpen focus on critical issues.
- Best-practice reporting to spotlight KPIs that drive value creation.
- Automated workflows to streamline handoffs between deal stages.
- Efficient collaboration for the volume of subject matter experts that participate in diligence and integration
- Real time visibility to the buyer as to the sellers engagement with the tasks standing between the current state and close.
The result: fewer missed details, faster execution, and higher confidence across every transaction.
Accountability That Drives Action
Accountability is where most M&A efforts fall apart. Spreadsheets and email can’t keep up with the complexity of modern deal-making.
Ken illustrates it simply: “If you email a diligence spreadsheet and tell someone to circle back in two weeks, you have zero visibility until the deadline hits. Inside Midaxo, you can track every update, every response, every unanswered question—in real time—and know exactly who to call if there is a problem. That changes the game.”
With Midaxo, Wise enforces accountability with transparency. Progress is visible, alerts can be automated, version control issues disappear, and deadlines stop slipping. Everyone knows their responsibilities—and everyone delivers.
Collaboration Without Barriers
M&A is a team sport— buyers, sellers, advisors, and functional leaders must stay aligned, informed, and engaged under tight deadlines.
From experience, Wise knows how scattered spreadsheets and endless email threads stall collaboration. Midaxo replaces that chaos with a single source of truth. Its centralized database, automated alerts, and seamless integrations ensure that the right people always have the right information at the right time.
“Midaxo creates an environment where collaboration is natural, not forced. And that’s exactly what even the simplest of deals require.”
— Ken Wiesenfeld
The Bottom Line: Build Your Readiness Engine with M&A Intelligence
Whether you’re buying or selling, maximizing M&A value comes down to readiness—driven by process, accountability, and collaboration. Wise Financial Consulting has made this their blueprint. Midaxo is the engine that makes it real.
“Spreadsheets and email aren’t M&A tools—they’re liabilities,” Ken says. “Just as you wouldn’t run HR without HR software or Finance without financial software, you shouldn’t run M&A without purpose-built M&A software. For us, that software is Midaxo. It’s how we help clients close better deals, faster.”
