Wise Financial Consulting
How Wise Financial Consulting brings M&A intelligence to both buy- and sell-side deals
Midaxo helps Wise bring M&A intelligence to both buy- and sell-side deals.
- Faster execution
- Higher accountability
- Seamless collaboration
1 About the customer
Wise Financial Consulting, led by CFO and advisor Ken Wiesenfeld, specializes in guiding companies through both buy-side growth strategies and sell-side readiness. With decades of financial and accounting expertise, Wise helps clients maximize value by building disciplined, repeatable processes that turn complexity into clarity.
“For buyers, it’s about disciplined execution of a buy-and-build strategy. For sellers, it’s about structuring for growth, scalability, and high-end valuation. Midaxo helps us deliver on both.”
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Ken Wiesenfeld
Founder, Wise Financial Consulting
2 The challenge
Traditional M&A tools—Excel spreadsheets, endless email chains, and disconnected documents—can’t keep up with the pace and complexity of today’s deals. Wise needed a way to:
- Provide real-time visibility into diligence and integration progress
- Strengthen process discipline across buy- and sell-side engagements
- Enforce accountability with transparency into every deliverable
- Enable seamless collaboration among advisors, buyers, and sellers
3 The solution
Wise Financial Consulting adopted Midaxo’s purpose-built M&A Intelligence platform to embed process, accountability, and collaboration into every engagement.
Critical capabilities powering their approach included:
- Pre-built diligence and integration checklists
- Best-practice KPI reporting
- Automated workflows for deal-stage handoffs
- Centralized database and real-time visibility
- Seamless collaboration across multiple stakeholders
“Spreadsheets and email aren’t M&A tools—they’re liabilities. Just as you wouldn’t run HR without HR software, you shouldn’t run M&A without purpose-built M&A software. For us, that’s Midaxo.”
Ken Wiesenfeld
Founder at Wise FinCon
4 The impact
Midaxo’s M&A intelligence platform delivers…
A disciplined process.
Through structured, repeatable playbooks backed by checklists and reporting tools—no critical details are missed, execution is faster, and team confidence is higher.
Accountability that drives action.
Instead of waiting on email updates, Wise can track progress in real time—knowing exactly who owns each task and where bottlenecks exist.
Collaboration without barriers.
Midaxo provides a single source of truth that keeps buyers, sellers, advisors, and functional leaders aligned under tight deadlines.
“Inside Midaxo, you can track every update, every unanswered question—in real time. That changes the game.”
Ken Wiesenfeld
Founder
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