Fimark LLC Research
Advisory Approach
Fimark LLC is a Scottsdale, Arizona-based professional services firm founded in 2021 that provides comprehensive CFO services, accounting, tax solutions, and strategic exit planning for small and mid-sized businesses. The firm operates with a unique model that combines fractional CFO leadership with traditional accounting services and business brokerage capabilities, positioning itself as a full-service financial partner for business owners preparing for exit or seeking to improve operational performance.
The firm's thesis centers on the belief that business owners need experienced executive-level financial leadership to maximize enterprise value before and during the sale process. Unlike traditional M&A advisors who focus primarily on transaction execution, Fimark emphasizes financial preparation, operational improvement, and value creation as foundational work that precedes any sale process. Their leadership team brings significant executive experience from both public and private equity-owned companies, which they leverage to help clients improve margins, increase cash flow, and establish appropriate GAAP compliance before engaging in sale processes.
Sector Focus
Fimark's industry expertise spans multiple sectors based on their team's collective experience. According to their website, team members have worked across banking, healthcare, insurance, software, facilities management, professional services, manufacturing, investment management, nonprofit organizations, and government entities. The firm's focus appears particularly strong in financial services, healthcare services, and business services—sectors where financial rigor and operational discipline directly impact enterprise value.
Within healthcare, they have experience with physician practice management groups and healthcare systems. Their financial services background includes payment processing and fintech companies, reflecting Mark Attinger's tenure as CFO of Paysign (a Nasdaq-traded payment processor). The firm also serves software and technology companies, particularly those requiring fractional CFO expertise to scale operations and prepare for exit.
Deal Track Record
Fimark LLC does not publicly disclose completed transactions. The firm was established in its current form in 2021, though it operated as a DBA for Customer Servicing Solutions (founded in 2003) prior to formal incorporation. The exit strategy and business sales division is led by Tom Stevens, who is described as a licensed professional in business sales and acquisitions.
Unlike traditional investment banks that publicize deal closings through press releases, Fimark appears to operate with greater confidentiality, consistent with the business brokerage model where many transactions remain private. The firm is a member of M&A Source, the premier trade association for lower middle market M&A advisors, indicating professional commitment to industry standards and practices.
Process & Fee Structure
Fimark's approach to business sales begins with preparation and positioning. Their exit strategy services include business valuations, offering memorandum preparation, marketing and buyer introductions, due diligence coordination, and legal and escrow introductions. The firm emphasizes a structured process that helps owners "maximize business selling price" through comprehensive preparation.
The firm's distinctive value proposition is their ability to provide CFO and accounting services to improve financial reporting and operational performance before initiating a sale process. This includes financial planning and analysis, cash flow forecasting, GAAP adherence, process improvement, and external audit support—services that position businesses for higher valuations by addressing potential buyer concerns proactively.
Fee structures are not explicitly published on their website. As a firm combining both accounting/advisory and business brokerage services, their engagement model likely includes both retainer-based work for CFO services and success fees for transaction closings.
Buyer Network
Fimark maintains access to buyers through their M&A Source membership and professional network. Their website references "marketing and buyer introductions" as a core service, indicating they maintain relationships with strategic buyers, private equity firms, and family offices interested in acquiring small to mid-sized businesses. The firm's location in Scottsdale, Arizona positions them well for transactions in the Southwest, though their services extend nationally.
Competitive Positioning
Fimark differentiates from traditional investment banks through its integrated CFO-accounting-brokerage model. Most M&A advisors focus exclusively on transaction execution and leave financial preparation to the seller. Fimark's approach—providing fractional CFO services, accounting, tax, and exit planning under one roof—allows them to improve businesses before sale, potentially resulting in higher valuations and better outcomes.
The firm's leadership experience as executives in public and private equity-owned companies provides operational credibility that many transaction-only advisors lack. Mark Attinger's background as a Nasdaq company CFO, CEO of a turnaround firm, and executive at American Express brings institutional-quality financial expertise to smaller company transactions.
Not a Fit If
Based on the firm's positioning and service offerings, Fimark is not a fit for businesses seeking purely transactional M&A advisory without interest in financial preparation, businesses below the lower middle market in terms of enterprise value, or companies seeking access to public markets. The firm appears focused on privately-held, founder-owner businesses where operational improvement and financial rigor can unlock additional value before sale.
Team
The leadership team consists of experienced executives with deep functional expertise:
Mark K. Attinger, Founder & Managing Partner: 30+ years of professional and executive leadership experience. Former CFO and Treasurer of Paysign, Inc. (Nasdaq: PAYS), a payment processor and prepaid card program manager. Previously spent 13 years at American Express as Vice President of US Authorizations and Vice President of Performance & Quality Management. Served as CEO at Affina, a business process outsourcer, where he led a turnaround and management buyout before selling to a foreign conglomerate. Founding Partner of Customer Servicing Solutions, a management consulting firm. MBA from Brigham Young University.
Marcia Ritter, Partner: 30+ years of leadership experience in financial planning, analysis, and reporting across banking, healthcare, insurance, software, facilities management, professional services, manufacturing, investment, nonprofit, and government organizations. Expertise in performance evaluation, identifying improvement areas, and implementing accounting and operational best practices.
Tom Stevens, Licensed Professional—Business Sales & Acquisitions: Leads the firm's business brokerage and transaction advisory services.
Wendy Hankins, Vice President—Business Development: Leads business development initiatives.
Geographic Coverage
Fimark is headquartered in Scottsdale, Arizona with address at 23623 N Scottsdale Rd, Scottsdale, AZ 85255. The firm serves clients across the United States and companies with international operations, though their physical presence and market focus appear concentrated in the Southwest region.